Managing your template gallery

Once you’re running more than a handful of surveys, the gallery needs a bit of discipline. This covers the housekeeping.

Finding a template

Search by name, or filter by category and survey type. If you have a lot of saved templates, naming is what saves you — see the naming convention below.

Duplicate before you edit

If a template is in active use, duplicate it before changing anything. Editing a template that live surveys were built from is the most common way people accidentally break a running measurement.

Duplicating is cheap. Do it by default.

Name them so future-you can find them

A convention that works:

[Audience] – [What it measures] – [Frequency]

For example: Post-stay – Guest satisfaction – Monthly, or New customers – Onboarding friction – Ongoing.

The point is that in six months, when someone asks “which survey produced this number?”, you can answer without opening five of them.

Deleting

Deleting a template does not delete surveys already built from it, and it does not delete responses. It only removes the template from the gallery.

Still — archive rather than delete if you’re unsure. A template you can’t find is a small annoyance; a template you can’t recover is a bigger one.

Keeping the gallery honest

Once a quarter, open the gallery and delete anything you haven’t used in a year. Templates accumulate, and a gallery full of near-duplicates makes it harder to pick the right one — which usually results in someone building a new survey from scratch anyway.