Intake Survey Templates

Contact support@responsive.io to access this feature or request enablement.

The Intake Survey Template feature helps you quickly create intake surveys by saving time and ensuring consistency across your team. You can save any completed or in-progress survey as a reusable template and generate new surveys from these templates whenever needed. This reduces repetitive effort, prevents errors, and standardizes survey structures for the RFP intake process.

Key Benefits

• Save time by reusing survey templates instead of building surveys from scratch.
• Ensure consistency in intake survey structure, sections, and scoring across teams.
• Minimize errors by eliminating manual re-creation of survey content.

Working with Survey Templates

Organization-level activities are logged when a new template is created.

Save an Existing Survey as a Template

You can save any completed or in-progress intake survey as a template.

Steps to Save as Template:

1. Go to the Intakes page.
2. Select the Intake you want to use.
3. Open the Survey tab to view the list of surveys.
4. Find the survey you want to save as a template and click the three-dot menu.
5. Select Save Survey as Template. A pop-up window appears.
6. Enter the Template Name.
7. Choose the Primary and Shared Business Units (BU) from the dropdown.
8. Add additional template owners (the creator is automatically added and cannot be removed).
9. Choose whether to carry over participants from the survey using the Carry over Participants to Template option.
10. Click Save. A "Creating Template" pop-up will appear.
11. Your saved template will be available under the Survey Templates tab on the Intakes page.
     

Manually Create a New Survey Template

You can also create a template directly without starting from an existing survey.

Steps to Create a New Template:

1. Go to the Intakes page.
2. Click + New Survey Template.
3. Enter the Template Name.
4. Select the Primary and Shared Business Units (BU).
5. Add template owners.
6. Set the Scoring option (enabled by default; disable if not needed).
7. Define the Lowest and Highest Possible Score.
8. Click Create.

Create a New Survey from a Template (from Survey Templates tab)

You can quickly create a new survey based on an existing template.

1. Go to the Intakes page.
2. Open the Survey Templates tab.
3. Find the desired template and click the three-dot menu.
4. Select Create Survey in Intake.
5. Choose the required Intake project and click Next.
6. Enter the Survey Name.
7. Choose whether to carry over participants from the template.
8. Click Create.

Create a New Survey from a Template (from Survey tab)

You can also create a new survey from a template directly in the Survey tab.

1. Go to the Intakes page.
2. Select the required Intake project.
3. Open the Survey tab.
4. Click + New Survey and select Create Survey from Template.
5. Choose a template and click Next.
6. Enter the Survey Name.
7. Choose whether to carry over participants from the template.
8. Click Create.