Template Questions

What does it mean to "Save to Templates"? Let's unpack this.

As you begin building out your Forms, you will notice a couple things with each question you add.

First, is the ability to Save to Templates button. What this means is that the question is saved in the Templates area (next to Type on the right side) and that the question can be reported on (if you run a report, you can collect the answers captured from that question). We recommend ALL questions be Saved to templates. Continue reading more below on Template Questions.

Second, is the Required button. What this does is require an answer from the participant filling out the form before moving on. 

If you have created the question and saved it to templates, you can now see all the questions in Templates (below). Now, rather than creating the same question again, you will want to pull it over from the Templates (if you create the question again, it will make running reports difficult). Searching template questions is easy and will save you time and energy! 

Once you have created questions, you can easily determine if it is a template question by noting the blue flag (below).

After you have finished creating your Form, you can now put it into a Task or use it as an Application in an Opportunity. These Templated Questions can also be used across Tracks and Pipelines!

Another wonderful feature of Template Questions is that when participants answer these questions, they are saved to that user's data and replicated when a user applies for another Opportunity. (Meaning, if the question was answered before, those answers will auto-populate for your users). 

Check out this video to learn more about Template Questions