Creating a Survey from RebusCode Templates
What's on this page:
Copy Survey From RebusCloud Template Search
To copy surveys from a RebusCode Template, go to the Create a new Survey page and click on any one of the RebusCloud Templates, say, Customer Experience.
A new template window opens up. In the screen below, a list of all the Customer Experience templates show up in a pop up window.
Select any of the templates you require from the list. I have selected the Net Promoter_Single Question template from the list above. On selection of this, all the surveys under that template show up in the right pane. Select the one you require for your project.
On selecting any one of the question (in this case, Single Question), you will see a description of the survey and if there was any whitepaper attached to this project, you will be able to download it by clicking on the “Download Whitepaper” link under Attachments. If the user has been given access to view the Project’s Survey and Dashboard, the 2 icons will appear under the Preview section. On clicking the Dashboard icon, the dashboard of that project will open up for viewing in a separate window. Users can only view and not edit the dashboard. They can also preview the survey in a new window by clicking on the survey icon, as shown in the screen below.
Clicking on the Next button opens up the “Create a new Survey” form in a new window.
Once the user fills up all the fields and clicks on the Done button, the project gets created and shows up under the My Surveys section.
Search:
Users can also search for templates from which they want to copy the survey from. Just type the template text in the Search box and click on the Search icon.
The results then show up in a separate window under Template Search. Select the template you want to copy from and then click Next. This brings up the Survey creation form, from which you can create your Survey.
Tip: To see what are the available RebusCloud Templates, go to Templates.
Related Articles
Creating a Survey from scratch
Creating a survey from scratch is as simple as clicking a few buttons. Once you have successfully logged in to the Consort suite, you will arrive at the Create new surveys page. To create a survey from scratch, click on the Create a new survey ...Create a Survey from your company templates
Some companies can have their own pre-defined surveys like NPS, or Brand Track etc. Some users can use these company templates to create such surveys, instead of creating it from scratch. Tip: To know more about Company Templates, go to Templates. ...Creating your first Survey
While creating a new survey, the default question type will be a Basic single choice radio button question. There are also numerous different question types to choose from. Following question types are available: Basic Choice - Choose One or Choose ...Creating a Survey from existing Surveys
To copy a survey from existing ones, follow the first few steps as you did to create a blank survey Click on the Other Survey tab as shown below, instead of New. A list of all the existing projects created by you or shared to you will show up under ...Creating a List to Send Surveys To
Distribution List is a list of all the users to whom the survey will be distributed for collecting data. They can be created from the Distribute page either manually one by one OR by uploading the list. To create a list, Click on "List" in the ...