Create a Survey From Template

When a particular survey seems pertinent to many organizations and partners on the GivePulse platform, our team will add this survey as a template. Admins and organizers are then able to use this template to create their own surveys. 

To access templates, click the blue Manage button from your group page to access your group's main manage dashboard, and then select Surveys > Manage Surveys from the left hand menu.

If a template is available, the Templates tab will automatically populate. Click this tab to see available templates, and select the template you want to use. Use the far-right actions dropdown to select "Create From Template." 

This will automatically create this survey in your organization, and lead you to the survey editing process. You will then be able to remove, add, or update any questions. These updates will only affect your copy of the survey, so make as many changes as you would like! 

From there, you are able to invite respondents as with any other survey. 

If you believe that a certain survey would be beneficial as a template, please Submit a Support Ticket.