Account Default Templates

Master Users on Enterprise Team and Enterprise Plus accounts can now select any survey in their account to use as a default template for all users (including sub-users) on an account.

This will help organisations to maintain brand consistency across all their surveys, and also make sure any legally-required elements your organisation needs are always included.

How to apply a default template.

  1. From any page within the SmartSurvey app, choose “My Account” from the “Account” drop-down, in the top black bar.
  2. Choose “Preferences” from the “General” section of the options on the left.
  3. On the bottom half of the preferences page, you’ll see an area called “Account Actions”. The first of these is called “Default Survey Template
  4. Use the Drop-down list to choose the Survey you want to use as the default template.
  5. Click “Save Changes”.

The default template will now be applied to all new surveys created by any user on the account.

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