Constructing Your Survey from a FluidSurveys Template

Hello again everyone!  For this blog we will be continuing our discussion on the new survey templates that were recently introduced to FluidSurveys.  Last week we went over the navigation of the new template selection process.  If you missed it, you can check it out by clicking here.  Today, we pick up where we left off by discussing how to create your desired template and modify it to suit your professional needs.


Why Use Templates?

It is easiest to view survey templates as the bare bones of your survey.  Templates provide the structural layout, question types, introduction and conclusion that are specific to the survey type you have selected.  However, you cannot just launch an unaltered template and assume it will meet your research needs.  Instead, you must work on customizing it to suit the specific requirements of your study and design it to give the look and feel you desire.

That being said, survey templates are incredibly useful tools for two reasons.  First, they will allow anyone with very little survey writing experience to create a survey that is professionally structured.  As many people come to realize, starting an online survey can be an intimidating experience.  With survey templates, we can overcome this issue since they provide a number of questions as a base that you can add to or modify in order to suit your research project.  This will help your study because these questions were specially crafted to optimize response rates, and collect the information that is truly important to your study.  Second, we strive to make our templates as easy and quick to use as possible!  The most common reason people choose to use a template is to save them time from brainstorming and developing their own survey structure and questions. Using FluidSurveys templates will give you the opportunity to cut down on the creation time and focus on gaining the data you need ASAP!


Creating a Survey with a Template

We left off last week clicking on the ‘Create Survey Using Template’ button.  Basically, we had navigated through the templates and settled on our desired survey type.  For this blog, we are creating an employee satisfaction survey.

Before the template is created in your account, a pop-up will appear asking for some information on your survey. For our employee satisfaction survey, it looks like this:

 Template Navigation Picture 5

For this particular template, there are five fields of information.  This data is needed to help create a unique survey that is specific to your study.  Probably most interestingly, it allows you to pipe keywords into the survey directly.  This will ensure that the questions do not seem generic and less professional, as well as save you the time of plugging in your variables for every question.  Each field will request or provide different information:

  1. Survey Name: Not to be confused with the survey title, which is shown to the respondent, the ‘Survey Name’ refers to the name it will appear as in your account’s survey list.

  2. Default Language: English is the default language for FluidSurveys templates.  However if you create a custom template with multiple languages, each language will appear in this drop box.  You will then be able to create a survey using any of the languages just by selected it from the list.

  3. Use Survey Template: This field will display the name of your selected template.

  4. company_name: Any field that has an underscore like this one will take the information you type into its field and pipe it into the variables of your survey.  In this example, only our company name is requested for piping, but many surveys ask for more than one of these fields to be filled in.  Common fields of this type are ‘company_name,’ ‘product_name,’ ‘service_name,’ etc.  In the next section of the blog we will go over how this works.

One of the best features of this new template format is that the template requests from you the unique variables that make your survey unique.  These will be automatically piped into your survey, giving them a more customized and professional feel (as discussed in bullet 4 above).  Say we were to leave these fields blank in our pop-up, our survey template would look like the picture below.  Notice the coding is still in place.

Template Navigation Picture 6

Instead, place in the field, ‘company_name,’ the name of the company the survey is referring to.  In the example below, I have created a survey for Fluidware.  Notice that when you create the survey, replacing the code is what you typed into the ‘company_name’ field!


This great new feature for surveys will allow you to have a fully functional survey in seconds.  At this point there are only a few steps left:

  1. Review each of the questions in order to ensure that they all apply directly to your own research goals.  Modify, delete and add questions and pages according to your preference and the needs of your online study.

  2. Style and design your survey, in order to give it the look and feel of your company.  This will make your survey look more legitimate and keep the interest of the respondent.

  3. Pre-test your survey to ensure that there are no problems that will appear in the middle of your fieldwork period.   Tip: Pre-tests are most effective at identifying problems when the testers are a small portion of the sample group you plan on surveying.

Once this is completed, your template should be professional, effective and look great!  Here is an example of one of our unaltered FluidSurveys templates and what it looked like after we modified it to be ready for a survey launch:

Employee Satisfaction Survey Template


Example of Finished Employee Satisfaction Survey



Try it Yourself Today!

Now you’re ready to try customizing your own survey template! FluidSurveys templates are only available to annual accounts so if your account is not on a yearly plan, don’t miss out on the fun and upgrade today!

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