How to Efficiently Manage Survey Templates in FeedbackRobot

Introduction

A well-organized template library is the secret to rapid, on-brand survey launches. In this guide, you’ll discover how to manage survey templates in FeedbackRobot with maximum efficiency.

We’ll cover

Accessing the template gallery
Browsing, searching & filtering templates
Editing and customizing saved templates
Duplicating and organizing for reuse
Deleting or archiving outdated templates

Let’s dive in and master your survey template workflow!

1. Access the Template Gallery

All your saved templates live in one centralized spot.

In the FeedbackRobot sidebar, click Survey Center, then Survey Builder.
Choose Browse Gallery to open your full template library.

Survey Builder > Browse Gallery view showing a grid of saved templates with action menus. — Survey templates

2. Browse, Search and Filter Templates

Quickly find the exact template you need.

Search bar - Enter keywords from the title or description.
Category filters - Narrow by survey type (NPS, CSAT, CES) or custom categories.

Using these tools lets you find the right template in seconds, no endless scrolling required.

Browse Gallery showing search field, category filters dropdown, and sort options above template thumbnails. — Search bar and category filters

3. Edit and Customize Saved Templates

Update any template on the fly to keep surveys fresh and relevant.

Hover over a template thumbnail and click the Edit (✏️) icon.
The Survey Builder loads that template.
Modify questions, adjust branching logic, or add new elements.
Click Save the template.

This in-place editing ensures your most-used templates stay up to date without starting from scratch.

Survey Builder loaded with a template for editing, showing question list on the left and edit controls on the right. — Edit the template

4. Duplicate and Organize for Reuse

Repurpose your best templates for different audiences.

Duplicate - Hover a template and select Duplicate and create a fresh copy instantly.
Rename - Give clear names (ex. “Post-Purchase CSAT – EU Customers”).

Smart organization speeds up survey creation and prevents mix-ups.

5. Delete or Archive Outdated Templates

Keep your gallery lean by removing or archiving old designs.

Hover over an unused template and click the Delete (🗑️) icon.
Confirm deletion in the dialog and the template is permanently removed.

Regular cleanups prevent confusion and ensure everyone on your team works with approved templates.

Conclusion

Efficiently managing your survey templates in FeedbackRobot is all about using the Browse Gallery tools: search, filter, edit, duplicate, and delete, to keep your library organized and your survey launches lightning fast. With this streamlined workflow, you’ll maintain brand consistency, reduce errors, and accelerate feedback collection.