What are Templates?

Overview

Templates are reusable survey shells that help you standardise structure and speed up project creation. A Template contains your survey XML shell and any linked AI rule folders that should be utilised by default when creating a new project.

Templates allow you to build on top of the model’s baseline intelligence with your own custom logic and instructions - helping standardise survey logic across teams and clients.

You can create new templates or change existing templates by navigating to Templates tab.

This includes a baseline XML, Quota sheet and other files that you can set for every single template. These also include Dynamic placeholders to be filled by AI based on the questionnaires used.

Creating a Template

1. On your Survey Programming Dashboard go to Templates

2. Click Create Template

3. Choose your Survey Hosting Platform

4. Add your survey XML and files

5. Click Save

Your Template will now appear in the Templates list.

You can import a pre-existing Decipher XML file using "Copy from Decipher" option to use as a Template

Linking AI Rule Folders to a Template

You can link AI Rule Folders to a template so that relevant rules are pre-selected while creating a project.

1. Open the Template from the Templates list

2. Click AI Rule Folders at the top

3. Select one or more folders to link

4. Save the Template