1. What is a template?
A template is a pre-assembled survey structure you can reuse across clients and rounds instead of rebuilding the same setup from scratch. Templates is its own item in the top-level navigation, separate from the Library — though a template is built through the same wizard as a Library instrument (see the Building an Instrument guide).2. Browsing templates
The Templates page lists every template you have access to, with search and two filters: All Templates (scope) and Owner. For each template you see its name, an underlying block count, and an Info link through to its detail page, which shows its description, owner (Wenite or a specific client), and structure.3. Creating a template
Click Create Template to start the same wizard used for building an instrument: Language, Import (optional), Questions, Modules, KPIs, Translations, Review. The result is saved as a template rather than as standalone Library content.4. Applying a template
When creating a new survey, choose “from a template” instead of starting blank (see the Creating a Survey guide). All of the template’s blocks are preloaded, and you’re free to add to, adjust, or remove them from there — applying a template never locks you into its exact structure.Recommended workflow
- Check Templates before building from scratch — search by name or filter by owner to see if a suitable one already exists.
- Build once, reuse often — once you’ve finalized a good survey setup, save it as a template so future clients start from it instead of a blank survey.
- Treat a template as a starting point — after applying one, still review and adjust its blocks for the specific client and engagement.