Screener and study templates

From question sets to incentives, research initiatives may share common elements. Instead of building screeners or studies from scratch every time, templates can help expedite the process. You can save existing studies as templates so you and your team can use them as a starting point for studies in the future.

Save a screener or study as a template

If you have a screener, usability test, or media survey you want to reuse later or share with your team, you can save it as a template. Templates can then be accessed from the template library or when creating a new study.

To save a screener or study as a template:

1. In the screener or study you want to save, click the More actions icon in the top right corner.

2. Select Save as template.

   Note: A screener or study must be in Drafting mode in order to be saved as a template. You cannot save launched screeners or studies as templates.

   

3. Enter a Template name.
4. Enter a Template description.
5. (If applicable) Select a Save to location. You can either save the template to a specific workspace or make it available to everyone in your Dscout account. If your account doesn’t have workspaces, the template will automatically be saved at the account level. For more information on workspaces, see Creating and navigating Dscout workspaces.
   
   
6. Click Save template.

Now, the template is saved to your template library and will be available to you and your collaborators when creating new screeners or studies.

Create a screener or study from a template

Once a template has been saved in your Dscout account (either by yourself or one of your collaborators), you can use it to create a new screener or study. You can access all templates in the template library. Or, you can use a study template when creating a new study directly in your project.

To use a template from the template library:

1. In the sidebar navigation, click Template library. All templates in your Dscout account are displayed.
   
   
2. Locate the template you want to use to create your screener or study.
3. Click Start from template on the template’s card. The start from template modal is displayed.
   
   
4. Select the Project where you want to create your new screener or study.
   
   
5. Select one of the following options:
   • Duplicate and modify study setup: Copies the template’s questions but allows you to modify recruitment approach, device type, and recording options.
   • Duplicate: Copies the template exactly as-is, including recruitment approach, device type, and recording options.
     
     

If you choose to modify the study setup, you’ll be prompted to complete the initial setup flow. If you choose to duplicate the template as-is, you’ll be brought directly to the builder.

To use a template from within a project:

1. Navigate to the Missions tab of your study.
2. Click Create mission. The create something new modal is displayed.
   
   
3. Select Templates in the left sidebar. All study templates are displayed.
4. Hover over the template you want to use and click Start from template.
   
   
5. Select one of the following options:
   • Duplicate and modify study setup: Copies the template’s questions but allows you to modify recruitment approach, device type, and recording options.
   • Duplicate: Copies the template exactly as-is, including recruitment approach, device type, and recording options.
     
     

If you choose to modify the study setup, you’ll be prompted to complete the initial setup flow. If you choose to duplicate the template as-is, you’ll be brought directly to the builder.

Edit a template

Template creators, Account Owners, and Admins can edit template names, descriptions, and save location directly from the template library.

To edit a template:

1. In the sidebar navigation, click Template library.
   
   
2. Locate the template you want to edit.
3. Click the Options icon in the top right corner of the template’s card.
4. Select Edit settings. The template’s settings are displayed.
   
   
5. Make the necessary edits.
   
   
6. Click Save template.

Now, the template’s settings are updated. These changes will be reflected for all users who access the template going forward.

Delete a template

If you no longer need a template, you can delete it from the template library. Deleting a template has no effect on screeners or studies you’ve built using the template.

To delete a template:

1. In the sidebar navigation, click Template library. All templates in your Dscout account are displayed.
   
   
2. Locate the template you want to delete.
3. Click the Options icon in the top right corner of the template’s card.
4. Select Delete. A confirmation modal is displayed.
   
   
5. Select Yes I want to delete this template, then click Delete template to confirm.
   
   

Now, the template is deleted from your Dscout account. Screeners or studies that have been built using this template will not be affected, but the template will no longer be available for future use.