How to Create Surveys with the Template Library

The Template Library offers an efficient way to create surveys by providing pre-designed, customizable templates. This guide will help you navigate through the process and leverage this feature for quick and effective survey creation.

Accessing the Template Library

Navigate to the Survey Builder:
- Go to Sites > Surveys > Builder.
- Click the "+ Add Survey" button and select "Choose from Template" from the dropdown menu.

Selecting a Template

Choose a Template:
- Browse the available templates or filter by category to find the one that best suits your needs.
- Once you’ve found a template, click on it and then select “Continue” to start customizing.

Editing the Template

Customizing the Survey:
- Use the panel on the left to add new elements or custom fields by clicking on the "+" button.
- Edit existing fields by clicking on them to modify the field label, placeholder text, and other settings such as marking the field as required or hidden.
- To adjust the layout, click on the three dots next to each element and access "Settings" to reposition or tweak the slide arrangement.

Save and Integrate

Finalizing and Saving Your Survey:
- Once you’ve completed your edits, click on Save to store your customized survey.
- To share your survey, click on "Integrate" where you can choose to:
  - Embed the survey using an iframe code for your website or funnel.
  - Copy the direct link to distribute the survey to your leads.

Key Points to Consider

Surveys vs. Forms: Remember that surveys offer conditional logic capabilities, making them more dynamic for certain data collection needs compared to forms.

Why Use the Template Library for Surveys?

Time Efficiency: Quickly launch surveys with ready-made templates, eliminating the need to build from scratch.
Personalization and Customization: Tailor each template to reflect your unique brand style and messaging.
Consistent Branding: Ensure that your surveys align seamlessly with your overall brand presentation.

By following these steps, you’ll be able to create and launch surveys quickly using Advisor’s Growth’s Template Library, helping you gather valuable insights effortlessly.