Skip to content
polzyHelpGo to Polzy

Start from a survey template

Build from a template on the Surveys page: ready surveys from Polzy's question bank, read in your language, then started as a draft or adapted with Polzy first.

Polzy team4 min readUpdated 7 Nov 2026
On this page
  1. 1Find a template
  2. 2Read it before you use it
  3. 3Use the template
  4. 4Customise it with Polzy
  5. 5Troubleshooting

A survey template is a ready survey made of questions from Polzy's question bank: a monthly pulse, an onboarding check-in, a quarterly NPS, a registration form and more. Every question is written in the six languages Polzy ships, so a survey started from a template compares with every other survey that asks the same question.

Templates are on every plan. Admins and Editors can read them; only Admins start a survey from one. Customise with Polzy needs AI survey drafting, on Solo and up.

Find a template

On the Surveys page, click Build from a template, beside New survey. Editors read the same library from ⋯ → Survey templates on that page. While the workspace has no surveys yet, Browse templates on the empty page opens it too, and an old link to the template library still lands there.

The library opens in a large window. On the left, two people fit the two halves of a shape together, and in front of them floats a small example of what a template holds: the first question of the first template listed — your workspace's own kind comes first — answered the way it is asked, with the template's name and length. On the right:

  • Search templates finds a template by its name, its description or a theme it measures.
  • The audiences sit in one row — All, Employees, Customers, Product, Events, Learning, Forms — each with how many templates it holds. The ones your workspace is about come first.
  • Every template is a card in a grid — three or four across on a wide screen, two on a phone — with its own picture in its audience's colour, its name, its time and its number of questions, and a tag for each theme it measures.

Each template carries these facts, on its card and in its details once you open it:

  • Kind. A pulse, a periodic survey, a key moment such as onboarding, or a form.
  • Time. About how long it takes to answer.
  • Questions. How many it asks.
  • Measures. The themes its scored questions measure. A form measures nothing: it collects answers.
  • Evidence. Where its questions come from — practice, research or a validated instrument.
The Build from a template window as it opens: on the left two people fitting a shape together, with a monthly pulse question and its colour-coded scale in front of them; on the right the title, the search, the audiences All, Employees, Customers and Forms, and the templates as cards, each with its picture — Monthly pulse, Onboarding check-in, Quarterly NPS and Registration form.

Read it before you use it

Click a template's card to open it. The left side stays, now about that template: its picture, with its first question in front of it as you would answer it. The right side, where the list was, moves to its details: its name and evidence, its kind, time, number of questions, a suggested rhythm when it has one, what it measures, the programme that runs it when there is one, and under them every question in your own language, written as your workspace would ask it — "How likely are you to recommend Acme…" says your workspace's name. Each question says whether it is Required. A question marked Fixed wording cannot be reworded, because its score is only that score in those words (eNPS is one). All templates, at the top, takes you back to the list, on the card you opened; your browser's Back button does the same.

The keyboard works too: in the list the arrow keys move between the cards, from the search box or from the list, and Enter opens the one you are on; in the details Enter uses the template and Escape goes back to the list; Escape in the list closes the window. On a phone the picture on the left is hidden, the cards stand two to a row, with a shorter picture,, and the details take the whole screen, with the template's picture at the top.

Monthly pulse opened: on the left its picture with its first question and the answer scale in front; on the right All templates, its name, its kind Pulse, 2 min, 4 questions, every month and what it measures, then its four questions with the third marked Fixed wording; Customise with Polzy beside Use template.

Use the template

  1. Click the template's card to open its details.
  2. Click Use template under its questions — or press Enter.
  3. The builder opens on a new draft. Change it as you would any survey, then preview and publish.

The draft is written in your workspace's language, whatever language you read the library in. Each question keeps its link to the question bank, so its answers compare across surveys until you change its words. Scored questions are tagged with your workspace's theme of the same name, when it has one. Using a template twice makes two drafts.

When a programme runs the template, Start programme sits beside Use template: it opens the programme's setup window over the Surveys page, in the template window's place. See Start a programme.

The draft counts like any survey you write: if it has more questions than your plan allows per survey, it is refused, and the message says so.

Customise it with Polzy

Click Customise with Polzy to open Ask Polzy full screen with the template already named in the box. Add what you want changed — "for our night shift", "add a question about the new canteen" — and send. Polzy starts the draft from the template and adapts it, and the builder opens on it. Create with Ask Polzy explains the conversation.

Ask from anywhere. "Start a survey from the quarterly NPS template" in Ask Polzy makes the same draft as Use template.

Troubleshooting

  • There is no Build from a template button. You are an Editor: open ⋯ → Survey templates on the Surveys page to read the library. Editors read templates; only Admins get Use template, Customise with Polzy and Start programme.
  • Customise with Polzy shows a lock. AI survey drafting is not on your plan, or Ask Polzy is switched off for this workspace. Use template still works.
  • The Surveys page shows a lock. Surveys are switched off for this workspace, under Settings → General → What this workspace does, and the template library is closed with them. See turn capabilities on and off.
  • The questions are not in my language. The library shows the language you read Polzy in when it is one of the six it ships; others read in English.
Was this helpful?

Related articles

Still stuck?

Signed-in members can ask Polzy or message the team from Support. How fast we reply depends on your plan.

Ask PolzyContact support