Support EDT-
How to create a survey template/information template?
If you regularly send surveys/information with similar content, write a survey/information template: all you have to do is modify the passages that vary from one sending to another.
- Go to the display Communication > Info/Surveys >
Information and surveys. - In the left-hand menu, click on Survey templates or on Information templates, then click on the button New template
- In the pop-up window, write the content of the survey/information, then click on the button Create a template: the template is added to the list.
- To use a survey/information template, in the left-hand menu, click Distributed and then click the button New survey or New information.
- In the pop-up window, load the template content by clicking the button Recover a template.
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