Survey templates

How to view, create, manage and use customised survey templates

Why use survey templates?

Creating and using templates for your survey can help you save time, maintain consistency, and ensure a high-quality experience for your respondents. Building templates will allow you to adopt a standardised layout, design and question set across multiple events, improving efficiency and speed to collect responses

This will save you time, meaning you can focus more on analysing results with the confidence that every survey you launch meets your quality standards.

Who can use this?: Templates can be created by Master users. If you would like to create or amend a template, please contact your Explori administrator.

Survey templates

On the Explori menu, head to Manage Templates.

Here you will find your existing templates, including the following details:

Status - Is the survey published or unpublished?
Template Name
Event Type - Trade, Consumer, Conference or Virtual
Survey Type - Benchmarking, Rapid Survey or both
Respondent Type - Visitor or Exhibitor

To make changes to a template, simply click the edit icon next to the corresponding template.

Creating / editing a survey template

Select 'New Template' on the left to create a new template.

Name your template and enter the following details:

Event type – Trade, Consumer, Conference or Virtual
Survey type – is this for post-show events or a surveys about something else?
Licence – is this template for benchmarking surveys, rapid surveys or both?
Respondent type – Visitor, Exhibitor, Non-Attendee or None
Select the portfolios you would like the template to be available for
Select the languages you would like the template to be available in

On the next page, create a blank survey or use an already existing template.

At this point, you can develop or modify your template just as you would with a standard survey.

If you have mandatory questions set up in your account, they will appear in the Question Library. For best practice, please ensure that you include all of the mandatory question in your survey.

Note: Any new question you create in this template will be created as a company question, allowing it to be reused across all your other surveys and templates. If you edit the question within this template, it will become a custom question. To make changes to the original company question, you will need to access it in the Company questions library.

Tip: Remember to use mergefields where available to save you from having to manually update details such as event names and dates.

Styling your template

You can also customise your template on the Style page. This is great when creating a template for a specific event, allowing you to save time customising the survey each time.

Publishing / unpublishing your template

Before finalising your template, be sure to preview it to ensure everything meets your expectations. Once you are satisfied you can proceed to publish your template. This means that your template will appear as a selectable option when creating surveys, based on the survey settings chosen.

If you need to unpublish the template, whether for making edits or because it is no longer needed, simply click the same button to 'Unpublish template'. The template will remain inactive until it is republished.

How to use the template you have created

To use a template you have created, go to the survey builder and enter your event details.

On the final page of the builder, you will be given the option to create the survey from a client template. Your templates will appear based on the settings you have chosen. Select the template you have created from the drop-down and finish.