Using and Saving Templates

Save time on creating surveys with custom Polly templates - the quickest way to get feedback from your peers.

Who can create/save custom templates?

All users on any plan are able to create and save custom templates, including those users on the free plan 🎉

What is a custom template?

A custom template is a previously created polly with saved settings and questions that you can re-use any time in the future. This can be useful as a way to save something you’re not ready to send yet, or to save a set of questions and settings that you expect to use frequently.

How to save a custom template

  1. While you’re authoring your polly, you have the option to Save as template at the bottom of the authoring as template button
  2. When you click on Save as template you will be prompted to enter a title and an optional description for the as template
  3. Once you hit Save it will save to your template library, and you can continue to move forward with authoring or exit out of authoring (if you weren’t intending on sending out the survey then and there). 

How to send out a templated polly I have already saved

To pull up a template that you’ve already saved, simply navigate to Create, it will appear under 📁All Templates > My Templates. You can edit, delete as well as send the custom template Polly from here.

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How can I access templates? 

There are 2 ways of accessing templates:

  1. Through the create process 
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  2. Through accessing Polly from within a Channel

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✏️Note: You won't be able to access templates from the Polly app pinned on the left. This is because we currently don't have the ability to start polly authoring in the personal tab and then choose what team, meeting, or chat to assign it to

Can I save a survey I’ve already sent out as a custom template?

Yes!🎉 Simply go to your Polly dashboard and navigate to the Polly you need to  save as a template. Then, click on the three dots that appear on the bottom right corner on the card containing the Polly you want to save as a custom template. Select 📁Save as Template from the options that appear. 

When you click on 📁Save to Template you will be prompted to enter a title and an optional description for the template. Once you hit “save” it will save to your template library. 


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