Study templates let your team build new studies faster by starting from a pre-configured blueprint.
Find study templates under Templates in the left navigation bar. Access templates at the workspace level to view all templates, or from within a team to view only that team's templates.
Templates have two statuses:
Active — visible and available for use
Draft — saved but not yet published; only visible to those managing templates
Creating and managing study templates requires the "Create and modify study templates" and "View study templates" permissions. These are included in the Admin, Ops Manager, and Researcher default roles.
Access Control: Control which teams have access to which study templates to ensure relevant quality content, or allow workspace-wide access for more general templates.
User Guardrails: Ensure specific users, like beginner researchers, safely work within defined parameters - such as creating and assigning custom user roles that only allow them to "Create studies from templates" and not from scratch.
Quickly Iterate: Duplicate templates for reuse, making it simple to iterate on proven study practices or create new variations from a solid foundation.
Flexibility :Templates are free form - pre-fill as many study details as you like, while flexibly leaving fields blank that you'll allow those using the study template to determine.
Navigate to Templates > Studies from the left navigation bar.
Select + New in the top right corner.
Enter the core template details:
Template name: Enter a descriptive name for easy identification.
Description: Explain what this template is for and include any important instructions for those using it.
Recruitment:
In-house: Recruit participants from your own database.
External panel: Recruit participants from external panels such as Respondent or User Interviews.
Access: Choose whether the Entire workspace has access or if Only specific teams have access
Type: Select the study type (Interviews, Group Interviews, Survey, or Unmoderated Test)
Select Create template to open the study builder and begin editing.
Configure each section of the study builder. Pre-fill fields your team should follow consistently, and leave blank any fields researchers should determine themselves.
If you add questions from a question template to a screener or survey in this study template, those questions will stay in sync; any updates to the question template will automatically apply here.
On the final Review step, select Create template to publish it as Active and make it available for use. To save as a draft and finish later, select Save & Exit.
Navigate to Studies from the left navigation bar.
Hover over the study you want to convert and select the three dots (…) action button.
Select Create template from study.
Enter the core template details:
Template name: Enter a descriptive name for easy identification.
Access: Choose whether the Entire workspace has access or if Only specific teams have access
Select Create template to open the study builder and begin editing.
Configure each section of the study builder. Pre-fill fields your team should follow consistently, and leave blank any fields researchers should determine themselves.
As you configure your study template, make sure to define template controls for applicable settings
On the final Review step, select Create template to publish it as Active and make it available for use. To save as a draft and finish later, select Save & Exit.
Note: You can also create a template from within an open study using the three dots (…) menu in the top right.
Creating studies from templates requires the "Create studies from templates" permission. This is included in the Admin, Ops Manager, and Researcher default roles.
Navigate to Studies from the left navigation bar.
Select + New study in the top right and choose Use a template.
Enter the core study details:
Name: Enter a clear study name. Check with your organization about any naming conventions to follow.
Team: Confirm you're creating this study in the correct team.
Template: Search or select the template to use.
Select Continue to open the study builder.
Review and complete each section of the study builder:
Pre-filled fields reflect the template's intended structure. Take care when changing them.
Check every field carefully, replace any placeholder text and customize each section for your specific study.
On the final Review step, check for any validation errors.
Select Create study. You'll be redirected to the new study overview automatically.