Presenting the Brand New Survey Templates!
For this blog we will go over all the aspects of the new template selection format, including how to navigate through the new template system and the meaning of the icons and fields you will encounter during your selection process. Later we will go over how these new templates differ from the old ones and some of their great features. So let’s get to it!
Finding Your Desired Template
Exploring FluidSurveys templates for something that meets your research needs couldn’t be easier! First click on the blue ‘Templates’ tab found next to the ‘My Surveys’ tab. Your screen should look like the picture below:
As you can see, the survey templates are divided into nine categories that are identified by a name and icon. This allows you to further narrow your search into a more specialized field, like ‘healthcare’ or ‘workplace’ research. You will also notice that there is an information box to the right of the category selection buttons. This box will continue to provide help and information about the templates throughout the selection process. By clicking one of the categories, a list of templates will appear for your perusal.
In the picture above, you can see what your screen would look like if you selected a category of templates. The icons to the left of the listed templates each represent a different template grouping, allowing you to switch from category to category easily by clicking them. In the information box, you will now see a description of the category that identifies who would be interested in these templates and how they can be useful. You may also notice that there are some survey templates with the symbol of a gray lock beside their name, just like the three in the picture above (Business Event Planning, Employee Social Media, and Employee Commuting Survey). This gray icon is an indicator that your plan does not have all the requirements necessary to create that specific template.
Reading Template Information and Requirements
After looking through and selecting your desired template, the information box will provide you with an extensive list of information concerning the chosen template. Below is a picture of what it would look like to click on the ‘Employee Satisfaction’ template:
At the top of the information box we can see the title of the template and the ‘Preview Survey Template’ button. By clicking on the preview button, you will be able to see what your survey would look like for respondents if you sent an unaltered version of the template. This will help you gauge whether this template is the correct choice for your research purposes. Under the title is a short survey description describing the particular uses of this template.
Below the survey description, there will be a list of information on the template:
- Available: Whether your current account plan meets the requirements to create this survey. As you can see in the picture below, if your account does not meet the requirements, this field will say ‘No’ and provide the minimum account plan necessary to use the template. It will also add a field called ‘Missing Resources,’ which identifies the part of the template that is not offered on your current account.
- # of Pages: The number of survey pages you will find in the template.
- #of Questions: The number of questions you will find in the template.
- Question Types Used: Each different question type used in the template. Note: If you click on the question type it will provide you with a video tutorial discussing how the question type works and when it is useful.
- Simple and Advanced Branching Logic: Whether the template uses forms of survey logic like (skipping, piping, extraction, looping, etc.).
- Languages: English is the default language for FluidSurveys templates. However if you create a custom template with multiple languages, each language will appear in this field. You will then be able to create a survey using any of the languages listed in the field by finding the template under the custom category and clicking the language of your choice. Note: the ‘Languages’ field will not be present on your screen if the template only has one language.
At the bottom of the information box is ‘Template Overview.’ This is a window that provides you with an outline of the template you have selected. Unlike ‘Preview Survey Template,’ ‘Template Overview’ shows the survey questions as they will look in edit mode, while also identifying the template’s page breaks and question types through a fast scrolling format.
Now that you looked over all the important information you can accurately judge whether this survey template is right for you and decide to create it. Do this by clicking ‘Create Survey Using Template’ in the bottom right corner and get started!
We just learned how to navigate and select the appropriate template. In the next blog we will discuss the actual layout of the new templates and how to use them to create a professional survey!
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