Templates

Templates are reusable starting points for your team's guides and surveys. They include pre-configured designs, placeholder content, targeting, and themes to keep content consistent and reduce setup time.

Key benefits

• Consistency: every team member follows the same design standards and messaging approach.
• Time-saving: skip repetitive setup work by starting with pre-built foundations.
• Standardization: branding, themes, and structure stay consistent across all guides and surveys.
• Team efficiency: team members get started with proven templates.
• Quality control: review and polish templates before releasing them to your team.

Built-in Amplitude templates

Amplitude provides pre-built survey templates for common survey types. These templates appear in the Create Survey menu:

• How did you hear about us: a two-step acquisition channel survey that identifies where new users discover your product. The first step asks users to select from common sources (social media, search engines, referrals, advertisements, or other). The second step collects more detail through an optional short-answer field.
• NPS (Net Promoter Score): measures how likely users are to recommend your product on a 0-10 scale. Track customer loyalty by identifying promoters (9-10), passives (7-8), and detractors (0-6), then calculate your overall NPS score. Use NPS for periodic health checks and benchmarking customer sentiment.
• User Feedback: a blank canvas for custom question sets. Use this template when you need tailored questions for specific research goals, qualitative insights, or exploratory feedback.
• Rating: quick reaction surveys using stars, numbers, or emojis. Use Rating to measure satisfaction at key moments (post-purchase, after feature use, support interactions) without disrupting the user experience.
• Banner Survey: surveys displayed as banners within your product. Use Banner Survey for broad reach without blocking the user flow, such as general announcements or low-priority feedback requests.
• Tooltip Survey: contextual surveys attached to specific UI elements. Use Tooltip Survey to gather feedback about particular features or flows where users interact with them.

You can customize built-in templates after creation to match your needs.

Creating templates

Create a template from existing content

1. Open any existing guide or survey.
2. Click the three-dot menu next to the Save button.
3. Click Create a template to copy the guide or survey as the base for your template.

New templates are hidden from non-admins by default, so you can polish them before releasing them to your team.

Template visibility and management

When you edit a template, Amplitude displays a blue banner at the top of the page indicating that you're editing a template rather than a guide or survey.

Building with templates

Using templates to create new content

1. Navigate to the Create Guide or Create Survey menu.
2. Your custom templates appear below the built-in Amplitude templates.
3. Select the template you want to use as your starting point.
4. Customize the content for your use case.

Template best practices and tips

• Choose a theme before you release the template to your team. The template's theme applies to every new guide or survey created from it.
• Use clear naming. When you create a template, Amplitude appends "Template" to the name. When team members create guides or surveys from templates, Amplitude removes this suffix.
• Polish templates while they're hidden, before sharing them.
• Design templates with your team's common use cases in mind.
• Update templates as needed. Updates don't affect guides or surveys your team previously created from the template.