Templates help you create reusable starting points for your team's guides and surveys. By providing pre-configured designs, placeholder content, targeting, and themes, templates ensure consistency while saving time for content creators.
Key benefits
- Consistency: Ensure all team members follow the same design standards and messaging approach.
- Time-saving: Skip repetitive setup work by starting with pre-built foundations.
- Standardization: Maintain consistent branding, themes, and structure across all your guides and surveys.
- Team efficiency: Help team members get started with proven templates.
- Quality control: Review and polish templates before making them available to your team.
Creating templates
Create a template from existing content
- Open any existing guide or survey.
- Click the three-dot menu near next to the Save button.
- Click Create a template to copy the guide or survey as the base for your template.
Templates start out hidden from non-admins, giving you time to polish them before releasing them for your team to use.
Template visibility and management
When editing a template, Amplitude dipslays a blue banner at the top of the page indicating you're editing a template rather than a guide or survey. This visual cue helps prevent confusion during the editing process.
Building with templates
Using templates to create new content
- Navigate to the Create Guide or Create Survey menu.
- Your custom templates will appear below the built-in Amplitude templates.
- Select the template you want to use as your starting point.
- Customize the content as needed for your specific use case.
Unhidden templates automatically appear in the same Create Guide/Survey menu that your team is already familiar with using.
Template best practices and tips
- Choose appropriate themes: Select a theme before you make the template available to your team, as the template's designated theme will also apply to new guides/surveys created from it.
- Use clear naming: When you create a new template, "Template" is automatically appended to the name. When team members create guides or surveys from templates, this suffix is automatically removed.
- Polish before sharing: Take advantage of the hidden state to test and refine your templates.
- Consider your audience: Design templates with your team's common use cases in mind.
- Update Templates as needed: Updating a template will not affect any guides or surveys that were previously created using that template.