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Survey Templates and Study Starters

Create reusable study starters from approved blocks, Library material, duplicated surveys, and pilot checks.

Use Templates To Start Faster

Templates and saved study starters help teams reuse common structures without rebuilding the same consent pages, screeners, blocks, question batteries, themes, and end screens for every project. They are most useful when the repeated material has already been reviewed for wording, variables, recodes, accessibility, and analysis fit.

Use the Library for reusable pieces. Use survey duplication when the whole instrument structure is the reusable asset, such as a recurring lab intake study, classroom survey, panel screen, or multi-wave study shell.

Block Builder: Add Block

Survey Editor

No-persist demo using the real builder shell.

Add a Block

Trash is empty.

Create A Study Starter

  1. Step 1: Build a clean source survey. Use Create Your First Academic Research Survey to create a starter with the tabs and sections your team repeats.

    Step 1: Create Survey

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  2. Step 2: Keep reusable blocks generic. Use blocks for consent, demographics, validated scales, screeners, instructions, and end screens.

    Step 2: Block Builder

    Survey Editor

    No-persist demo using the real builder shell.

    Add a Block

    Trash is empty.

  3. Step 3: Save stable material. Add approved blocks or templates to the Library only after wording, variables, recodes, and mobile layout are reviewed.

    Step 3: Library

    Top Navigation

    This is the same navigation component used in the app shell.

  4. Step 4: Duplicate for new studies. Use Duplicate and Adapt Research Surveys when a full study starter is closer than individual library blocks.

    Step 4: Duplicate Survey

    Personal Dashboard

    Live dashboard surface from the app shell (ephemeral help scene).

    Surveys

    Untitled surveyLast Modified
    Policy attitudes pilotLast Modified

  5. Step 5: Replace study-specific details. Update consent language, contact information, recruitment source, condition labels, quotas, completion codes, public link text, and codebook notes.

    Step 5: Update Details

    Block Builder: Question Name

    The export variable label is the column name for this question in downloaded data.

    Closing text
    Redirect (optional)

  6. Step 6: Preview before publishing. Treat every template-derived survey as a new instrument and run Preview and Pilot Test a Survey before sending the link.

    Step 6: Preview

    Block Builder
    Preview
    Deploy

    Preview

    Walk through respondent-facing behavior in the same preview surface.

Good Template Candidates

  • Lab-approved consent and debriefing language.
  • Standard demographic blocks.
  • Validated Likert or Grid Matrix batteries.
  • Common screening and quota structures.
  • Course evaluation or classroom study starters.
  • Panel recruitment workflows with completion instructions.

Block Builder: Add Block

Survey Editor

No-persist demo using the real builder shell.

Add a Block

Trash is empty.

Review After Reuse

  • Variables: make sure copied question names still describe the new construct and do not collide with new fields.
  • Flow references: confirm copied screeners, conditions, and end screens still connect to the right blocks.
  • Consent and contact text: replace old principal investigator, IRB, course, lab, or incentive details.
  • Quotas: remove targets from the previous study unless the new fielding plan uses the same cells.
  • Exports: submit one test response and check that copied recodes still match the new analysis plan.

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