{"id":46375,"date":"2018-08-30T14:57:59","date_gmt":"2018-08-30T14:57:59","guid":{"rendered":"https:\/\/research.zarca.com\/help\/?page_id=46325"},"modified":"2025-07-17T23:24:02","modified_gmt":"2025-07-17T23:24:02","slug":"use-survey-bank-to-create-survey","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/use-survey-bank-to-create-survey\/","title":{"rendered":"Use Template Bank"},"content":{"rendered":"<p><a name=\"start\"><\/a>Sogolytics provides beautiful ready-to-use templates such as HR Surveys, Customer Surveys, Event Surveys, K-12 Surveys, Higher Education Surveys, Healthcare Surveys, and Government Surveys. Feel free to use these as a starting point for your own projects.<\/p>\n<p><iframe loading=\"lazy\" id=\"help-playvideo\" class=\"help-vid-class embed-responsive-item\" src=\"https:\/\/www.youtube.com\/embed\/EV39BwhoKEA?rel=0\" width=\"100%\" height=\"339\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Wherever you are in the platform, it\u2019s always easy to access the Template Bank! <\/p>\n<ul>\n<li>When you log in, access the Template Bank directly from the big icon in the middle of the homepage.<\/li>\n<li>While creating a survey project, you will also be prompted to consider the Template Hub.<\/li>\n<li>While working on a project, access the Template Bank by clicking on the Resource Hub icon in the top right corner of your screen.<\/li>\n<\/ul>\n<p>When you start from the Template Bank, you\u2019re already starting with a complete questionnaire, so you\u2019re off to an excellent head start!<\/p>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i> <\/p>\n<p class=\"sogo-info-text\">Template Bank content varies by account type.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h2><strong>Start From the Template Bank<\/strong><\/h2>\n<ol>\n<li>On the Home page, click Create Project, select your project type, and choose to start from the Template Bank.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS15.gif\"><\/p>\n<li>Your selected project type is highlighted at the top of your screen, but you can change it as needed.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS16.png\"><\/p>\n<li>Within each project type, navigate through your options by using the dropdown category menu or scrolling through the full list below.<\/li>\n<li>To find a specific template, use the search option in the top right corner.<\/li>\n<li>To learn more about a specific template, hover over it to display more choices.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS17.png\"><\/p>\n<ul>\n<li><strong>Use Template:<\/strong> If you already know this is the perfect template, click Use Template to get started.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS21.png\"><\/p>\n<li><strong>Quick Look:<\/strong> To explore a template a little further, click Quick Look.<\/li>\n<\/ul>\n<li>On the right, choose between a preview and sample report.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.0.2_Design2.png\"><br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS19.png\"><\/p>\n<li>On the left, you\u2019ll see a description, the number of questions, the number of times the template has been used, and an estimated participant completion time.<\/li>\n<li>To download a copy for offline review, click the Download icon.<\/li>\n<li>To copy this template directly into your own account, click \u2018Use this template\u2019.<\/li>\n<li>If you\u2019d like to skip the template completely, click \u2018Start from scratch instead\u2019.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/30.0.2_Design1.png\"><\/p>\n<li>If the template contains question or answer fields that can be pre-filled, you can fill these fields here.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS22.png\"><\/p>\n<li>Customize your project to meet your needs.<\/li>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2021\/08\/WS23.png\">\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Sogolytics provides beautiful ready-to-use templates such as HR Surveys, Customer Surveys, Event Surveys, K-12 Surveys, Higher Education Surveys, Healthcare Surveys, and Government Surveys. Feel free to use these as a starting point for your own projects. Wherever you are in the platform, it\u2019s always easy to access the Template Bank! When you log in, access the Template Bank directly from the big icon in the middle of the homepage. While creating a survey project, you will also be prompted to consider the Template Hub. While working on a project, access the Template Bank by clicking on the Resource Hub icon in the top right corner of your screen. When you start from the Template Bank, you\u2019re already starting with a complete questionnaire, so you\u2019re off to an excellent head start! Template Bank content varies by account type. &nbsp; Start From the Template Bank On the Home page, click Create Project, select your project type, and choose to start from the Template Bank. Your selected project type is highlighted at the top of your screen, but you can change it as needed. Within each project type, navigate through your options by using the dropdown category menu or scrolling through the full list below. To find a specific template, use the search option in the top right corner. To learn more about a specific template, hover over it to display more choices. Use Template: If you already know this is the perfect template, click Use Template to get started. Quick Look: To [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":330,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[156],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Use Template Bank - Sogolytics<\/title>\n<meta name=\"description\" content=\"Sogolytics provides beautiful ready-to-use templates such as HR Surveys, Customer Surveys, Event Surveys, K-12 Surveys, Higher Education Surveys,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/use-survey-bank-to-create-survey\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Use Template Bank - 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