Research Templates

Overview

Use research templates to pre-set some configuration details to make it easier to launch projects and help your team keep consistency across surveys so the data will be easily comparable, leading to better learning over time.


How to set up research defaults

Click your avatar in the bottom left, then select 'Organization Settings' then select 'Libraries'.


Select Research Templates. 

On this screen, you can:

  1. Search and filter your existing templates.
  2. Create a new template.
  3. View details about each template.
  4. Edit, duplicate, or delete templates.

Back to top

Create a new template


Select the solution system, Advertising, Brand Tracking, or Innovation. Once the first selection is made, additional options will appear. 

Select the country for your new template.

Choose the products you want this template to apply to. There are two options to help you include a wide range of solutions or individually by specific solution. 


  • All compatible solutions
    • This includes a list of solutions available to your domain that can be grouped together. This usually includes solutions like Amplify and Activate it that can use our latest category system. You may find that this list does not include all solutions you use. For any solutions not listed in this group, you will need to create a separate template for the individual solution.
    • Click on the ‘plus’ to view a list of all solutions that will be included in this template.

  • Specific Solution
    • Choose this option to create a template for a solution not listed in “All Compatible Solutions’ or to override the broader template if you want a specific solution to have different defaults from the rest of them.

Select the category to apply this template to. 

  • All compatible categories
    • Includes any category on your domain that is compatible with the solution(s) chosen in the step before.
    • Click the ‘plus’ to view all categories included.
  • Specific Category
    • Choose one specific category to apply the template to.

Back to top

Populate Defaults


Add your default options that you want each new project to auto-fill.

The template will get you started with a couple suggested defaults. Toggle them on or off as needed and fill in the details.

You can add as many defaults as you’d like. Click ‘Add more defaults’ and select them from the list. You can select multiple defaults at once.

Each default will have different options. Follow the instructions to fill them out properly.


Once you’ve added all your defaults, click ‘Save and Create’.

If a template already exists that matches the same solution, market, and category, you will get a message to let you know and can take you to edit the existing template.

Your new template will appear in the list. Click the three dot menu to edit, duplicate, or delete the template.

Back to top

How templates work when setting up a new project


The next time you set up a project that matches the solution, market, and category of your template, your default options will auto-fill for each stim.

Solutions that use the new configuration experience, allow you to choose whether to use the template or keep the configuration.


Template Overrides

Templates created for a specific solution will override a template that covers all compatible solutions. You can set some generic defaults that will cover a majority of your solutions while leaving flexibility to build more tailored defaults for individual solutions.

Back to top