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How do I create a survey/information template?
If you regularly send out surveys/information with similar content, create a survey/information template: all you have to do is edit the parts that vary from one mailing to the next.
- Go to the display Communication > Info/surveys >
Information and surveys. - In the menu on the left, click on Survey templates or on Information templates then click on the button New template.
- In the pop-up window, write the content for the survey/information, then click on the button Create the template: the template is added to the list.
- To use a survey/information template, go to the folder Distributed, click on New survey or New information.
- In the pop-up window, load the contents of the template by clicking on Recover a template.
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