Creating Templates

Creation Options

You have two primary options when creating a survey template in RatingsRobot:

Build from Scratch: For complete customization, you can create a survey template from the ground up. This allows you to tailor every aspect, from the questions you ask to the wording and branding (such as logos) that best reflect your organization.

Choose from the Template Gallery: For a faster start, you can select a pre-designed template from our extensive gallery. The gallery includes a wide range of ready-made templates that cater to different industries and business types. These templates can be used as-is or customized further to suit your needs. From product feedback to customer service evaluations, RatingsRobot offers a template for nearly every type of business scenario, providing users with a robust and versatile starting point.

Let's look at how to create a new template - it's really quick and simple...

Create new template

First, create a new template. From the organization menu, select the "Templates" card:

Templates List

This displays a list of available templates if any have been created...

...otherwise, if none have been created yet, select "Create new template":

Template gallery

We will create a new template from the template gallery, which offers a variety of pre-made templates designed for different business types. You can use the template as-is or customize the wording to suit your needs.

Alternatively, you can create a new template from scratch — it's your choice.

Enter a name for the template and choose a logo or image. By default, the organization's logo is used, but you can change it to one that better aligns with the template's subject. Select "From template gallery" and then "Continue".

Next, choose the type of template. The list below may differ from what you see, as the template gallery is continually evolving and expanding, offering additional options. You can also search for a specific type of template.

Next, select "Logistics / Haulage" to reveal the list of matching templates:

From the list, select "Did your shipment arrive on time?" This will provide a preview of the template and the thank-you page, showing you exactly what your customers will see when they complete the surveys.

Survey Preview

Thank You Preview

Select "Use this quickstart template." The template will be created, and you will be directed to the Template Settings page. Here, you can further customize the template, adjusting any wording as needed.