This article will show you how to edit an existing Survey Template.
Instructions
Navigate to Configuration > Templates > Survey Templates
.png?sv=2026-02-06&spr=https&st=2026-08-24T00%3A35%3A13Z&se=2026-08-24T00%3A46%3A13Z&sr=c&sp=r&sig=hjzLlfd5T5V41m3oXTYaFjt8DmipMYQhv6qZPQRSEkE%3D)
Click the Edit tool (pencil icon) next to the template you want to edit
.png?sv=2026-02-06&spr=https&st=2026-08-24T00%3A35%3A13Z&se=2026-08-24T00%3A46%3A13Z&sr=c&sp=r&sig=hjzLlfd5T5V41m3oXTYaFjt8DmipMYQhv6qZPQRSEkE%3D)
Make edits to Survey 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.
Click Save Survey Template
.png?sv=2026-02-06&spr=https&st=2026-08-24T00%3A35%3A13Z&se=2026-08-24T00%3A46%3A13Z&sr=c&sp=r&sig=hjzLlfd5T5V41m3oXTYaFjt8DmipMYQhv6qZPQRSEkE%3D)