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WebSurvey System

Using Survey Templates

A template controls the look of your survey – its colors, fonts, the presence of a logo, etc. Using a template for your survey allows you to have a distinct look to the pages of the survey. There are existing templates that you can copy and use or you can create your own template. The WebSurvey System allows you to set colors, fonts, headers and footers to give your template a unique look.

return to topBasic Steps for Using Templates

There is a logical order to follow in using templates. Performing these steps in this order will save you some time and frustration.

IMPORTANT:  In order to use a template, you must create the template prior to assigning it to your survey. This is true even if you intend to use one of the existing “public” templates. If you intend to use an existing template, you must create and save your own copy of it first. For more information, refer to Creating a Template from an Existing Template.

  1. Create a new template or use an existing one
  2. Create your survey
  3. Apply the template

return to topCreating a Template from Scratch

If none of the existing templates meet the needs of your survey, you can create your own template.

  1. Login to the WebSurvey System

  2. On the toolbar, click TEMPLATESTemplates button
    The Templates page appears.

  3. Click CREATE NEW TEMPLATE Create New Template button
    The Create Template page appears.
    Create Template page

  4. In the Name text box, type a name for the template

  5. Select From Scratch

  6. Click SAVE
    The Edit Template page appears.

  7. In the General Information section, make the desired selections
    NOTE: The Public Use option allows you to make your template available for others to use.

  8. In the Borders and Colors section, type the hexadecimal values or select the desired colors Select Colors button

  9. In the Font Styles section, make the desired selections

  10. In the Header and Footer section, type the desired text
    NOTE: Any formatting of text or linked text must include the appropriate HTML code.

  11. In the Survey Navigation section, type the desired path or text
    NOTE: You can use custom navigation button images.

  12. Click SAVE
    The Templates page appears. Your template has been added to the list of templates.

return to topCreating a Template from an Existing Template

Numerous templates have already been created and made available for your use. You can use one of them as is or modify it to meet your needs.

  1. Login to the WebSurvey System

  2. On the toolbar, click TEMPLATESTemplates button
    The Templates page appears.

  3. Click CREATE NEW TEMPLATECreate New Template button
    The Create Template page appears.
    Create Template page

  4. In the Name text box, type a name for the template

  5. Select From Existing

  6. From the Template pull-down list, select the template you would like to use

  7. Click SAVE
    The Edit Template page appears.

  8. In the General Information section, make the desired selections
    NOTE: The Public Use option allows you to make your template available for others to use.

  9. In the Borders and Colors section, type the hexadecimal values or select the desired colorsSelect Colors button

  10. In the Font Styles section, make the desired selections

  11. In the Header and Footer section, type the desired text
    NOTE: Any formatting of text or linked text must include the appropriate HTML code.

  12. In the Survey Navigation section, type the desired path or text
    NOTE: You can use custom navigation button images.

  13. Click SAVE
    The Templates page appears. Your template has been added to the list of templates.

return to topApplying a Template to Your Survey

A template controls the look of your survey – its colors, fonts, the presence of a logo, etc.

IMPORTANT:  In order to use a template, you must create the template prior to assigning it to your survey. This is true even if you intend to use one of the existing “public” templates. If you intend to use an existing template, you must create and save your own copy of it first. For more information, refer to Creating a Template from an Existing Template.

  1. When your survey is done, from the My Surveys page, click OPTIONS
    The Survey Options page appears.

  2. In the General Information section, from the Template pull-down list, select the template you want to use

  3. To preview the look of the template, click PREVIEW
    NOTES:
    The preview opens in a separate window.
    The template you are previewing is applied to a sample survey – not your survey.
    When done previewing the template, close the window

  4. Click SAVE

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