Survey Templates

Campaign templates are purpose-built tools that offer a streamlined and expert-approved starting point for Account and Organization Managers in the campaign creation process. These templates are thoughtfully crafted with insights from our CX and EX experts, incorporating some of the most effective survey questions and workflow practices.

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Each campaign template comes pre-loaded with default settings, questions, workflows, and communication strategies. However, these templates are fully customizable to align with the builder's preferences. This flexibility allows managers to tailor the campaign to their account’s specific needs and objectives.

 

Campaign templates are organized and displayed based on industry relevance. They are categorized based on the industry that the account operates in, such as mortgage, real estate, insurance, and more. This industry-specific approach ensures that campaigns are not only efficient but also tailored to the unique requirements of each business sector.

Campaign templates can be managed, created, or deleted by Super Admins only.

Creating, Modifying, or Deleting a Campaign Template

Applies to:

• Super Admins

Overview

Super Admins are the only role type in the platform that can manage campaign templates. Campaign templates managed by super admins ultimately appear within accounts (based on industries provided during the template creation process. This guide walks through the steps to managing campaign templates.

Accessing Campaign Templates

1. On the Admin screen (where Orgs/Accounts are viewed), click the Settings option from the left hand navigation, then click on Campaign Templates.

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Create a New Template

1. To create a new template, click the button in the top right corner: + Create new template.

2. Customize the campaign template just like you would a brand new campaign, including a name for the template. Also provide a short description to accompany the template preview. Then, use the Category dropdown menu to select the industry the campaign template is intended for.

3. On the Activate Campaign page, there is an option to upload a video to accompany the template’s title and name when being viewed as a template option. This field is completely optional but can help describe the goal of the template.

4. When the campaign template has been built and proofed, it can be activated. Click the blue Activate Template button to save the template to the selected industry’s templates folder.

Deactivate a Template

1. Locate the template that should be deactivated from the templates list. Hover over the Action column dropdown, then select Deactivate.

2. When the confirmation window appears on the right side of the page, approve the decision to deactivate the tier by clicking the red Deactivate button.

Modify an Existing Template

1. Locate the template that should be modified from the templates list. Hover over the dropdown menu in the Action column and select Edit.

2. Make any desired changes to the campaign template. Once complete, be sure to update the template with the changes. Click the blue Publish Changes button.