Add or edit a survey template in the app

You can add or edit a survey template via the Survey Manager in the Igloo Flex Mobile app to create a templated design for gathering feedback, opinions, or information from users within your organization.

Considerations

  • Access permissions: You can assign other users access permissions to use, edit, or delete a survey template.

Who can do this?

  • Workplace administrators
  • Site administrators 
  • Creators

Add a survey template in the app

Survey templates can be created from an existing survey or from a fresh start.

To create a survey template from an existing survey: 

  1. In the app's Top Bar, tap Profile Menu, and then Survey Manager.
  2. (Optional) For surveys created by other users, tap Shared with Me.
  3. Search for a survey, or find it in the list.
  4. Next to the survey, tap Menu and then Create Template.
  5. Make any required changes to the survey template and then tap Save. For instructions on editing surveys, see Add or edit a survey in the app. 

To create a survey template without an existing survey: 

  1. In the app's Top Bar, tap Profile Menu, and then Survey Manager.
  2. Tap Create and then Create New Template.
  3. Make any required changes to the survey template and then tap Save. For instructions on creating surveys, see Add or edit a survey in the app. 

Edit a survey template in the app

  1. In the app's Top Bar, tap Profile Menu, and then Survey Manager.
  2. Tap Templates.
  3. Search for a survey template, or find it in the list. Tap the survey template's name.
  4. Make any required changes to the survey template and then tap Save. For information on editing surveys, see Add or edit a survey in the app. 

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