Survey Templates

Start taking advantage of Nextiva Surveys with Survey Templates. Instead of creating Surveys from scratch, use Survey Templates as a basis for creating new Surveys and easily add customization. 

 

Creating a New Survey Template

  1. Visit nextiva.com, and click Login to log in to NextOS.
  2. From the NextOS Home Page, select Surveys
  3. Go to Manage Surveys > Create Survey > All templates.
  4. Choose a template and click Next.
  5. Enter a name for the Survey and design the Landing, body of the Survey, and Thank You page. For information on creating surveys, click here.

NOTE: You can also add templates when creating a new Survey or when editing an existing Survey by clicking Templates at the top of the screen and selecting Save as Template

 

Using a Survey Template

  1. In Nextiva Surveys, click Survey Templates on the left panel to view all Templates. Platform templates are default templates you can customize to best fit the Survey needs.
  2. Hover over any template. Click Use to customize a template.
  3. Rename the Survey and make any desired changes. For information on creating surveys, click here.

 

Editing a Survey Template

  1. In the Survey Templates view, hover over the template you wish to edit, and then select Edit.

 

Copying a Survey Template

  1. In the Surveys Templates view, click the tile corresponding to the survey template you wish to copy.
  2. From the Action menu, select Copy.

 

Delete a Survey Template

  1. In the Survey Templates view, click the tile corresponding to the survey template you wish to delete.
  2. From the Action menu, select Delete. Click Delete

 

Need additional help? Click here.

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