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Creating, Viewing, and Using Templates
Creating, Viewing, and Using Templates

Learn how templates can be used to create copies of studies or blocks within studies

Updated over a year ago

Templates help save time when creating studies. Templates can be used to make copies of studies or blocks within studies. You can use these templates by inserting them into studies where you want to build a similar module flow.

There are three ways to create a template from your GroupSolver study: From an entire study, a block within a study, or a blank slate.

Creating Templates from an entire study:

When in study design, click the Name of the study. This will open a drop-down, where you need to select "Create template from study."

Name your template and add a description. Depending on the elements that have been added to your study, you may have the option to also copy "Segments" to your template.

After clicking “Create template,” you will see a notification that lets you know your template has been saved. Click "View template" to navigate to where your template is saved within the Libraries section of the dashboard.

Creating Templates from a module

Create a template from a study block or module if you plan to insert that block into another study. This will create a template of content only within the chosen block rather than all of the content in the study. You can only create studies from blocks or modules after saving your study.

Click on the module. In this example, clicking on the "Block" module will open up a window on the left side titled “Block."

Click the three horizontal dots on the upper right corner of the panel. Click the option to “Create template from module."

Name your template and add a description.

After clicking “Create template,” you will be notified that your template has been saved.

Creating Templates from a blank slate

You can also create templates from a blank slate without copying over content from an entire study or from a block of a study.

Click “Libraries” on the left-side panel of your account.

At the top of the Libraries page, you will see a button that says “Create template.” Click the “Create template” button, name and describe your template, and click “Create template.”

Begin creating your template by adding different modules like you would for a study.

Note: Templates do not have the same capabilities as studies—Templates are meant for insertion into studies. You cannot live preview or launch templates for data collection unless you insert them into a study.


Viewing Templates

Click “Libraries” on the left side panel of your account.

You will see all the templates you’ve created in the chosen account, listed by name.

You will see two options to the right of the template name:

Study design: View and edit the full content of the template. You may add and remove survey modules to templates the same way you would in a study.

Segments: View the segments you’ve created in a template.


Using a Template

Enter the "Study design." Navigate to the point in the study where you’d like to insert the template.

Note: You can change this location later if you'd like.

Click the plus sign to the left of your study content. This is how you would add any module type. Select the “Library” module type. Search the first few letters of the template you’d like to insert to find the option quickly.


Select your desired template once it populates in the search results. Your selected template will appear in the location you selected in the survey flow.

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