Edit a Survey Template

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This article will show you how to edit an existing Survey Template.

Instructions

  1. Navigate to Configuration > Templates > Survey Templatesconfiguration, templates, survey templates in left navigation menu

  2. Click the Edit tool (pencil icon) next to the template you want to edit edit survey template

  3. Make edits to Survey Settingssurvey settings

    • Name: Just for internal use

    • Survey Type: Select the type of survey you want to create

    • Message: Text displays in emails and on the survey page your customer receives

      Note:

      While the survey questions are pre-established currently, we will be granting you the ability to configure your own questions in the next release.

  4. Add questions and Sessions/Facilities

  5. Click Save Survey Templatesave survey template