Create engagement surveys faster with ready-to-use templates designed by Factorial. Choose from curated templates or your company’s custom templates, preview the content and anonymity settings, and start with a fully editable draft.
Overview
The Templates page in Engagement helps you create surveys without starting from scratch.
You can choose from:
- Custom templates: Templates created by your company. These appear at the top of the page, along with the option to create a blank survey.
- Curated templates: 20 templates created by Factorial and organized into categories such as onboarding, wellbeing, DEI, and workplace respect.
- Blank surveys: Start with an empty survey when you want to create everything yourself.
Each template can include its questions, sections, scales, answer options, and anonymity settings. Curated templates are available in all supported languages.
How to use
- In your sidebar, go to Engagement
- Access the Surveys tab
- Click on Explore templates
- Browse the available custom or curated templates
- Use the search bar or category filters to find a specific template
- To learn more about a template, hover over the eye icon on its card
- Review the template description and check whether the survey is anonymous
- Click the template to create a new survey draft
- Review and edit the questions, sections, scales, options, and other settings as needed
- Make sure the survey meets your requirements before launching it
If you cannot find the template you need, use the search bar and category filters at the top of the Templates page. These filters apply to both curated and custom templates.
If you do not see your company's custom templates, select See all to open the complete list of your company's templates.
If you want to change a curated template before sending it, you can modify the draft before launching the survey. Templates are used to create an editable draft.
Tips and best practices
- Use the preview before creating a survey to check whether the template fits your needs
- Start with a curated template when you want expert-designed questions without building a survey from scratch
- Choose a custom template when your organization already has a survey format you regularly use
- Remember that templates create a draft. You can edit the survey before launching it
- Use category filters together with search to find relevant templates faster
FAQ
-
Can I create a survey without using a template?
Yes. Select the blank-survey option to start from scratch.
-
How many curated templates are available?
Factorial provides 20 curated templates covering categories such as onboarding, wellbeing, DEI, and workplace respect.
-
Can I edit a curated template?
Yes. Selecting a template creates a draft survey that you can fully edit before launching it.
-
Can I preview a template before creating a survey?
Yes. Hover over the eye icon on a template card to preview its description and anonymity setting.
-
Are custom templates still available?
Yes. Your company's custom templates appear at the top of the Templates page and retain the capabilities and permissions they had before.
-
Can I filter templates by category?
Yes. Use the category filters at the top of the page to narrow down the available templates.
-
Can I search for a specific template?
Yes. Use the search bar to search across both curated and custom templates.
-
How can I tell which template a survey was created from?
On Your surveys, use the Type column and filter to see which template a survey came from.