Documentation Menu

Template Settings

To access the templates's settings page, select "Settings" from the main template menu:

Template Menu - Select Template Settings

Defining the template settings

Define the contents of the survey template using the Template Settings.

The survey form definitions have three parts - the Survey Header, the Input Field Prompts and the Thank You Page.

1) Survey Header

namedescription
ALogo
BOrganization Name
CSurvey Title
DIntroductory Text
Survey rating input form - heading

This is followed by the input fields the customer will use:

2) Input Field Prompts

namedescription
E5-Star Rating question
FComment question (optional)
GEmail Address (optional)
HEmail Opt-In wording
Survey rating input form - inputs

3) Thank You Page

namedescription
IThank You Page introduction
JThank You Message
Survey rating - thank you page

The coded values shown above are defined using the layout page below.

The settings layout is divided into color-coded sections which make it easy to understand the structure of each survey. The items coded A to J above are marked on the image below:

Template settings update

Make any desired changes, select "Save" - and your new template is now ready to use.

Use the Preview button to see how they will look.

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