Quick Answer
How do you create a survey from the Template Library?
Go to Sites → Surveys → Builder, click + Add Survey, choose From Templates, select a template, and click Continue. You can then customize its fields, slides, and conditional logic before saving and sharing the survey.
Building Smarter Surveys Without Starting From Scratch
Building surveys from scratch can take time and planning, especially when you need to collect more detailed responses.
The Template Library gives you structured survey layouts that you can customize, helping you build faster while keeping a clear respondent flow.
Start with a template, tailor its fields and slides, and use conditional logic to personalize the respondent's path.
This guide shows you how to select, customize, save, and deploy a survey inside BizStackPro.
Survey Templates at a Glance
Before You Begin
Know what you want the survey to accomplish so you can choose a template close to your intended use.
- Decide what information you want respondents to provide.
- Consider whether the survey needs conditional logic to change the respondent's path.
- Decide whether you plan to embed the finished survey or share it with a direct link.
Accessing the Template Library
Step 1: Open Sites
Go to Sites in the left navigation.
Step 2: Open the Survey Builder
Open Surveys and choose Builder from the dropdown.
Step 3: Open the Template Library
Click + Add Survey and select From Templates.
Template Library path
Sites → Surveys → Builder → + Add Survey → From Templates.
Selecting a Template
Step 1: Filter by Category
Use the category filter to narrow the available survey templates.
Step 2: Choose a Template
Click the template you want to use.
Step 3: Continue to the Editor
Click Continue. The template opens in the editor so you can customize it.
Editing the Template
Once the survey opens in the editor, customize its fields, slides, and respondent flow.
Add Elements or Custom Fields
Click the + on the left panel to add elements or custom fields.
Edit Field Settings
Click a field to edit its label, placeholder, and query key.
Set Required or Hidden Fields
Mark fields as required or hidden as needed.
Reorder Slides
Use the three-dot Settings menu on each slide to adjust slide positions.
Add Conditional Logic
Use conditional logic to branch questions and personalize the respondent's flow.
Save & Use Your Survey
Step 1: Save Your Changes
Click Save to store the customized survey.
Step 2: Embed the Survey
Click Integrate to get the Iframe Embed Code for your website or funnel.
Step 3: Share the Survey Directly
You can also copy the shareable survey link and send it directly to leads.
Surveys vs. Forms
Surveys
Surveys support conditional logic for dynamic, personalized respondent experiences.
Forms
Forms do not include conditional logic and are best for straightforward data capture.
Frequently Asked Questions
How do I access the Template Library to create a survey?
How can I select and customize a survey template?
How do I save and use my customized survey?
What is the difference between surveys and forms?
Continue Learning
Continue with related Forms guides for form templates, customization, and managing survey submissions.
