Templates & Guides

Templates & Guides let your team reuse proven interview scripts, survey questions, and email copy instead of rebuilding them for every study — plus a shared space for internal how-to guides.

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What Templates & Guides Are (and Aren’t)

Templates & Guides cover three kinds of reusable content — interview guides, survey and screener questions, and email copy — plus Guides, an internal library for your team’s own documentation.

Note: There’s no dedicated study-setup template. Templates & Guides don’t pre-fill a whole study’s plan, goals, participant limits, or incentive — only the interview guide, survey/screener questions, and email content are templated. If you want to reuse an entire study’s setup, duplicate an existing study instead.

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Why It Matters

Consistency across your team. Everyone starts from the same vetted questions and scripts instead of writing new ones each time. Saves setup time. Reuse tested interview guides, screener questions, and email copy instead of rebuilding them study by study. Lowers the bar to run good research. Anyone on your team can run structured research using questions and scripts your team has already validated. Keeps your process documented. Guides give your team a shared place to write down how you work, so that knowledge doesn’t live in one person’s head.

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Common Use Cases

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Interview Templates

Create an interview template.

1. Go to Resources → Templates.
2. Click Templates under Interview Guide → Create Interview Guide Template (or click Create a Template → Interview in the top right).
3. Add a title and describe the template’s purpose.
4. Write your interview questions or topics.
5. (Optional) Check Use as default for every customer interview to set it as the default.
6. Click Save changes.

Edit or delete. Go to Resources → Templates → Interview Guide and use the edit or delete icons. Duplicate. From Resources → Templates → Interview Guide, click ⋯ → Duplicate (available in the kanban view only), then rename, modify, and click Save changes. Apply to a study. In a published study, under Execution, click Interview Guide, then select Templates to choose the template you want.

Note: Applying a template copies its content into the study’s interview guide at that moment — it’s a one-time copy, not a live link. If you edit the study’s guide afterward, it’s no longer tied to the template, so later edits to the template won’t carry over automatically.

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Email Templates

Create an email template.

1. Go to Resources → Templates → Email.
2. Click Create Email Template (or Create a Template → Email).
3. Add a title, select an Email Use Case, and write your subject and body.
4. Include attributes and CTA placeholders where needed.
5. (Optional) Check Set as default template on account.
6. Click Save changes.

Edit, delete, or duplicate. From the Email Templates page, use the pencil icon to edit, the trash icon to delete (then Confirm & Delete), or the duplicate icon to copy.

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Survey Templates

Create a survey template.

1. Go to Resources → Templates → Survey.
2. Click Create Survey Template (or Create a Template → Survey).
3. Add a title and your questions. Changes save automatically.

Edit or delete. Go to Resources → Templates → Survey and use the edit or delete icons. Use a survey template in a new study. Click New Study from the sidebar or Studies → New Study, then under Library select the template you want. Apply a template to an existing study.

1. Open a study and click Screener or Survey in the left menu.
2. Click the Library icon (top right).
3. Choose the Templates tab (default).
4. Search and select a template, then click Use this Template → Confirm.

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Guides

Create a guide.

1. Go to Resources → Templates → Guides.
2. Click Create new guide in the top-right corner.
3. Add a title and any information that’s useful for the guide — you can add images, links, and embed content.
4. When you’re done, click Publish in the top-right corner.

Guides are an internal reference library for your team — closer to a lightweight wiki than a file-sharing tool. They’re for documenting how your team runs research, not for sharing or collaborating on external documents; use whatever document tool your team already relies on for that. Every account starts with a handful of guides from Great Question already published, covering research basics — feel free to edit or remove them.

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Reusing a Full Study Setup (Duplicating a Study)

If you need to reuse an entire study’s setup — not just its interview guide or survey questions — duplicate the study itself rather than looking for a study-level template.

1. From your studies list, open the ⋯ menu on the study you want to copy.
2. Click Duplicate.
3. In the Duplicate study dialog, set a title (it defaults to “Copy of [original title]”) and choose an owner and team.
4. Click Duplicate.

The new study is created as a draft, copying the original’s setup, automation, and notification settings — account users, participants, and research results are never copied over. Give the new study a quick review before publishing; it’s worth double-checking settings like incentive currency to make sure they carried over the way you expect.

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Sharing Templates and Guides with Your Team

All templates and guides are shared across your whole Great Question account — there’s currently no way to scope them to a sub-team. Create organization-specific templates under Resources → Templates and guides under Resources → Guides. Encourage your team to start with company templates to keep research consistent.

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Best Practices

Reach for a duplicate, not a template, when reusing a full study. Templates only cover interview guides, survey/screener questions, and email content — duplicating an existing study is the way to reuse everything else. Set a default interview template if your team always starts the same way. It saves a step on every new study and keeps scripts consistent even as your team grows. Duplicate before applying a template if you’re not sure. Since applying a survey or screener template replaces every existing question, duplicate the study first if you want to keep the original questions around for reference. Remember templates don’t stay linked. Updating a template later won’t change studies that already applied it — reapply the template to a study if you want it to pick up the latest version.

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Troubleshooting

Issue	What’s Happening	How to Fix
Applying a survey or screener template removed my existing questions	Applying a template replaces every existing question and skip-logic rule — it doesn’t merge with what was already there.	There’s no undo. Next time, duplicate the study first if you want to preserve the original questions before applying a template.
Editing a template didn’t update studies that already used it	Applying a template copies its content once — studies aren’t kept in sync with the template afterward.	Edit the study’s guide or questions directly, or reapply the template to that study to pull in the latest version.
Can’t create, edit, or delete a template	Observer-role accounts can’t manage templates.	Ask an account admin to change your role, or have them make the change for you.
Looking for a way to pre-fill a whole study’s plan or goals	There’s no dedicated study-setup template — templates cover interview guides, survey/screener questions, and email content only.	Duplicate an existing study instead to reuse its full setup.
Duplicating a study fails or doesn’t complete	The duplication process didn’t finish, usually a transient issue.	Try again. If it keeps failing, contact support with the study you’re trying to duplicate.
A guide doesn’t do what I expected, like sharing an external file	Guides are an internal wiki-style library, not a file-sharing or document-collaboration tool.	Use your team’s usual document-sharing tool for external files and collaboration; use Guides for documenting your own research process and instructions.

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