Customizing Surveys

Published on February 11, 2026 Feedback360

Creating a Survey Template and Using It as a Survey

Survey templates let you build a survey once and reuse it many times. This guide walks you through creating a template, customizing its theme, setting up questions, and previewing it before publishing.

Edit Survey Questions: Add, remove, or modify survey questions using the intuitive editor. Choose from multiple choice, rating scales, text boxes, and more.
Set Survey Parameters: Define start and end dates, enable guest access, and configure survey completion options (e.g., edit on final review).
Apply Custom Themes: Customize the survey appearance by choosing a theme that reflects your brand colors, layout, and style.

1. Creating a Survey Template

To create a new survey template, follow these steps:

Step 1: Initiate Survey Creation

Start by creating a new survey record.
Select the Record Type as Template during creation so the survey is saved as a reusable template.

Select Template record type

Selecting the Template record type when creating a survey.

Step 2: Define Survey Basics

Add the Subject, Introduction, and Thank You message. These are used in both email notifications and on-screen messages, ensuring clear communication with participants.

Survey basics

Entering the subject, introduction, and thank you message.

2. Customizing the Survey Theme

Tailor the survey appearance to match your branding.

Step 1: Choose Survey Theme

Select a Background Image, adjust Question Positioning, and define the Background and Color Combinations.

Tip: A well-branded survey creates a cohesive and engaging experience for your customers, reflecting your company identity.

Survey theme

Customizing the survey theme.

3. Setting Up Survey Questions

Before setting up questions, consider collaborating with your Subject Matter Experts (SMEs) to refine the content.

Step 1: Collaborate with SMEs

Use the collaborative feature to consult SMEs in your organization for input on the questions and response options.

Collaborate with SMEs

Collaborating with SMEs on questions.

Step 2: Configure Questions

Choose from a variety of question types and set up questions and options using the intuitive interface.

Configure questions

Configuring survey questions and question types.

Step 3: Flexible Question Options

Set up options by Copy-Pasting Option Values, using the Apply Answer Template feature, or selecting the question type for UI widgets.

Flexible question options

Flexible options for answers.

4. Previewing and Finalizing the Survey

Before publishing: preview the survey to make sure everything looks and works as expected.

Step 1: Preview the Survey

After configuring the questions, switch to the preview tab to review the appearance and functionality.

Preview survey

Survey preview tab.

Step 2: Finalize and Publish

Once satisfied with the preview, finalize and make the survey available for use.

Finalize survey

Finalizing and publishing the survey.

Knowledge Article Number: KA-00124