Admin-Created Templates
Create custom, high-quality templates of guides and surveys for your team to reuse. This can include custom designs and/or unique trigger and targeting rules. Bonus: Preview templates directly in the create flow modal!
What it is
Description: Create custom, high-quality templates of guides and surveys for your team to reuse. This can include custom designs and/or unique trigger and targeting rules. Bonus: Preview templates directly in the create flow modal!
Why: Duplicating guides and surveys can get messy, and it's hard to stay organized. With templates, users can easily find 'approved' templates through the natural create a guide flow.
Where: Create a new template via the settings dropdown when viewing a guide or survey. Once created, Templates are hidden by default to give you space to polish them up, and you can 'unhide' them when you're ready for your team to use them.
When: Today, for Enterprise customers