In this article:
Creating a Template from scratch
Constantly authoring the same study content over and over? Creating a Template can help!
To create a Template, navigate to the 'Templates' page from your Homepage and then click on ‘+’.
Once the Template is created you can edit:
A. Emoji/Image
B. Template name
C. Add a description - this will make it easier to find when you are searching through studies in future
D. Tags - This will help keep your studies organized
E. Translations - You can save multiple translations in your Templates, making it even easier to be ready for launch
Need to make a change to your Template? You can duplicate, edit, share and delete your Template from the 'Templates' page.
Creating a Template from an existing study
Click the '...' and select 'Save as Template'
Editing a Template
You can keep your Templates up to date by editing them - this can be helpful if diagnostic questions or study methodology has deviated slightly from the preceding study.
Editing your Template:
In your Homepage, navigate to 'Templates', click the '...' on the Template you wish to edit and select 'Edit'
This will take you to the Template page and you can edit as you did when you first created it!
Duplicating a Template
In 'Templates', you can duplicate your Template by selecting the '...' and then 'Duplicate' button.
Deleting a Template
To delete a Template, go to 'Templates', select '...' on the Template you wish to delete, and click 'Delete'
Template tips
Templates are very useful for saving time if you're creating multiple studies that are similar in design (ie. identical diagnostic questions, the same introduction statements, and similar inputs within Idea Screen or Idea Split sections).
Tips for creating a Templates:
Keep in mind edits can be made to Templates so any sections/questions that are similar but not identical can be easily modified.
Alert team members who have access to the account/space that the Templates exists so they're not duplicating work. Also, feel free to share the Template with them and be sure to give it a distinctive name so users know the correct Template to use.
Make sure to regularly manage Templates in your cache and decide which ones are still being actively used and which ones that can be deleted to avoid confusion.