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  • How to carry out a survey based on a template?

Survey templates let you use the same form over and over again.

To carry out a survey based on one of these templates:

  1. Go to the display Communication > Info/surveys >  Information & surveys.
  2. Click on the rubric Survey templates, then select the template to be used.
  3. Click on the button Use the template: the template appears in a window.
  4. Add the concerned recipients, then click on Create the draft: the modified survey template appears in the rubric Draft.
  5. Go to the rubric Draft, select the template then right click > Publish.
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