Use Templates in Wingify Pulse

Feature Availability: This feature is available with Wingify Pulse on all plans.

This article covers the following:

• Overview
• Key Features
• Access and Use Templates
• Modify Template Questions
• Troubleshooting
• FAQs

Overview

Templates in Wingify Pulse provide a library of pre-designed questions tailored for specific research goals and use cases. Instead of creating surveys or concept tests from scratch, you can utilize these templates to quickly launch campaigns rooted in industry best practices.

For example, if you want to gauge user reaction to a new feature, you can use the Launch a New Feature template. This template pre-populates your survey with relevant questions, such as How important is this feature to you? or What challenges do you face with the current solution?, saving you time and ensuring you ask the right questions to get actionable insights.

Templates are categorized by goals, such as Improve Onboarding, Optimize Existing Features, or Measure User Experience, allowing you to efficiently find the right set of questions for your specific needs.

Key Features

Templates in Wingify Pulse provide the following features:

• Quick setup Launch campaigns faster by using pre-configured questions.
• Outcome-Oriented question design Leverage questions designed for specific research outcomes.
• Flexibility Modify or add to the template questions to suit your specific requirements.
• Dual utility Access templates for both- Standard Surveys and Concept Tests.

Access and Use Templates

You can access Templates in Wingify Pulse through two primary methods: the main Templates dashboard or directly within the campaign creation workflow.

Method 1: Via the Templates Dashboard

1. Log in to your Wingify account.
2. From the main navigation panel on the left, go to Pulse > Templates.
3. The dashboard displays a list of categories for Surveys and Concept Tests on the left panel. For example, for surveys, the available categories are Evaluate New Feature Ideas, Improve Onboarding, Optimize Existing Features, and more.
4. To switch between Survey and Concept Test templates, select the respective tab at the top of the list.
   
   Info: Concept test templates provide specialized questions designed for validating ideas, designs, or messaging concepts.
5. Select a category to view the available templates.
6. Select a specific template to preview the questions it includes.
7. Review the questions displayed in the preview pane.
   
   Note:
   • Many templates contain placeholder text to help you customize the questions for your specific context. These placeholders appear as highlighted text, such as [PRODUCT_AREA] or [FEATURE_NAME].
   • These placeholders do not auto-fill. You must manually replace the placeholder text with your specific product, feature, or service name before publishing the survey.
   • Templates are designed using research best practices, but tailoring the wording to your product and audience generally improves clarity and relevance to your responses.
8. Click Use Template.
9. A modal appears asking where you would like to use this template. Select one of the following options:
   • Website
   • Mobile app
   • Link 

The application redirects you to the selected platform’s campaign creation workflow with the questions pre-loaded. For more information on how to proceed, see Create the Survey and Choose the Survey Platform.

Method 2: During Campaign Creation

1. From your Wingify account’s homepage, go to Pulse > Surveys (or Concept Test).
2. Click Create. For more information, see Create the Survey and Choose the Survey Platform.
3. In the Questions section of the campaign builder, click Use Templates. This opens the template library where you can browse and select a template to populate your current campaign.
4. If you have already added questions to the campaign, a dialog displays two options:
   1. Replace existing questions: Select this option to remove all currently added questions and replace them entirely with the questions from the selected template.
   2. Add to existing questions: Select this option to keep your current questions and append the template questions to the end of the list.
5. Click Proceed.

Modify Template Questions

Once a template is loaded into the campaign builder, you can modify it. You can:

• Edit questions: Change the question type, text, or answer options.
• Add questions: Select + Add questions manually to insert additional questions into the flow.
• Reorder/Delete: Move questions up or down to change the order, or delete specific questions that are not relevant to your current study.

Troubleshooting

FAQs

• Can I create my own templates?
  Currently, you can only use the pre-defined templates provided by Wingify. To reuse a survey you created previously, you can clone an existing campaign from the Surveys dashboard.
   
• Can I use multiple templates in the same campaign?
  No. But you can apply a template, then use Add to existing questions to include questions from another template in the same campaign.
   
• Are templates updated automatically over time?
  Templates may be refined by Wingify as best practices evolve. Existing campaigns using templates are not auto-updated.
   
• Can I switch templates after starting campaign configuration?
  Yes, as long as the campaign is unpublished. You can click Use Templates and choose to replace or add questions.
   
• Do templates enforce any mandatory questions?
  No. All template questions are optional and can be edited, reordered, or removed before publishing.
   
• Are templates suitable for advanced or long-form research studies?
  Templates are best suited for quick-start studies. For advanced research, use templates as a baseline and extend them with custom questions.
   
• Can I preview how template questions look to respondents before publishing?
  Yes. Use the Live Preview available in the campaign builder to review the full question flow and text.
   
• Do the templates work for both Web and Mobile App surveys?
  Yes. When you select Use Template, you can choose to apply it to a Website, Mobile app, or Link surveys. The questions are compatible across platforms.
   
• What happens if I do not replace the placeholder text?
  The survey will display the raw placeholder text. For example, How important is [PRODUCT_AREA] to you? to your end users. It is critical to manually edit these fields to ensure a professional user experience.

Need more help?

For further assistance or more information, contact Wingify Support.