Using Survey Templates

Overview

Survey Templates provide a quick way to create new Surveys using pre-built structures. Learn Amp offers both preset templates (available to all organisations) and the ability to create your own company-specific templates.

This article explains how to browse, preview, and use Survey Templates to speed up your Survey creation process.

Functionality Breakdown

Types of Templates

Preset Templates

Preset templates are provided by Learn Amp and cover common use cases such as:

• Employee engagement

• Remote working check-ins

• Learnlist feedback

• Performance reviews

• Onboarding feedback

These templates are available to all organisations and cannot be edited (but can be customised when creating a Survey from them).

Company Templates

Company templates are created by your organisation's administrators. These allow you to:

• Standardise Survey formats across your organisation

• Save time by reusing proven question structures

• Maintain consistency in how feedback is collected

Template Categories

Templates are organised into categories to help you find the right one:

• Employee Engagement – Pulse surveys, satisfaction checks

• Learning Feedback – Content and Learnlist evaluations

• Performance – Reviews and assessments

• Other – Custom templates for specific needs

Pre-requisites

Before using Survey Templates, ensure:

• You have permission to create Surveys

• Survey functionality is enabled for your company

Required User Roles

To use templates (create Surveys from them):

• Owner, Admin, Learning Designer

• Curator (with "Issue Surveys" permission)

• Manager (if Survey creation is enabled)

To create company templates:

• Owner, Admin, Learning Designer, Curator

Quick Start Guide

Creating a Survey from a Template

1. Navigate to Manage → Learning Content → Surveys in the sidebar navigation

2. Click + Add New and select Survey

3. You'll be prompted to choose:

   • Start from scratch – Create a blank Survey

   • Use a template – Browse available templates

4. Select Use a template

5. Browse the Presets or Company tabs

6. Click on a template to preview its questions

7. Select Use this template

8. Customise the Survey name, questions, and settings as needed

9. Complete the Survey setup and issue it

Creating a Company Template

1. Navigate to Manage → Learning Content → Surveys in the sidebar navigation

2. Click Templates in the sub-navigation

3. Select the Company tab

4. Click + Add template

5. Fill in template details:

   • Name

   • Description

   • Survey type (Regular, Content, or Observation)

   • Estimated completion time

6. Add your questions

7. Save the template

Converting an Existing Survey to a Template

If you have a Survey that works well and you'd like to reuse its structure, you can convert it to a company template:

1. Navigate to Manage → Learning Content → Surveys in the sidebar navigation

2. Open the Survey you want to convert

3. Click the three dots (⋯) menu next to the Survey name

4. Select Convert to template

5. The Survey will be converted to a company template

6. You can find it in Templates → Company tab

What gets converted:

• Survey name and description

• All questions with their structure and settings

• Survey type and estimated completion time

• Tile image (if present)

What doesn't get converted:

• Recipients or issuing settings

• Responses or submission data

• Links to Learnlists, Carousels, or one-to-one templates

💡 Tip: Converting a successful Survey to a template is a great way to standardise feedback collection across your organisation.

Managing Company Templates

• Edit – Update questions or settings

• Preview – See how the template looks to users

• Archive – Remove from active use (can be restored)

• Delete – Permanently remove the template

FAQs

Can I modify a preset template?
You cannot edit the preset templates directly, but when you create a Survey from one, you can fully customise it before issuing.

Who can see company templates?
Company templates are visible to all users who have permission to create Surveys within your organisation.

Can I convert an existing Survey into a template?
Yes. Open the Survey, select the actions menu (⋯), and choose Convert to template. The Survey will be converted to a company template with all its questions and settings.

What happens to the original Survey when I convert it?
The original Survey remains unchanged. Converting creates a new template based on the Survey, but doesn't modify the Survey itself.

Can I convert a Survey that has responses?
Yes. Responses aren't included in the template, so you can convert any Survey regardless of whether it has been completed.

What happens if I archive a template?
Archived templates are hidden from the selection list but can be restored. Surveys already created from that template are not affected.

Can I convert a template back to a Survey?
No, but you can create a new Survey from the template, which achieves the same result.

Troubleshooting