Create a new study using a template

Use these steps to create a new study using a template.

This article applies to: uz logo tiny.png UserZoom

Plan Availability: Essentials, Professional, International, and Premium
👥 User roles: Owner, Admins, and Researchers
For more information, see our article on how to find your plan and user role.

 

On this page:

 


 

About templates

  • UserZoom Templates are created by our research team and include the most common pre-defined questionnaires to ensure you're not missing something from your study.
  • Use UserZoom Templates available in your account as a wireframe for your study.
  • All settings from the original study template are available in the new one (questions, tasks, study settings, etc.) and further adjustments can be made in the copied study.
  • The device selection, however, needs to be filled in during the copying process.

 

 

Create a new study using a template (List view)

Use these steps when in List View project_dashboard_list_view.jpg on the Studies Dashboard.

  1. Go to your Studies Dashboard.
  2. Filter the studies list to show Templates.
    studies_dashboard.jpg
  3. Scroll to the template to duplicate.
  4. Click Use Template use_template_list_view.jpg.
  5. Choose the following:
    • Device Type (varies by study type):
      • Both Desktop & Mobile
      • Desktop
      • Mobile & Tablet
    • Study Name
  6. Click Create New Study.
  7. Once created, you are directed to the Monitor area to keep editing.

 

 

Create a new study using a template (Card view)

Use these steps when in Card View project_dashboard_card_view.jpg on the Studies Dashboard.

  1. Go to your Studies Dashboard.
  2. Filter the studies list to show Templates.
    studies_dashboard.jpg
  3. Scroll to the template to duplicate.
  4. Click Use Template use_template_button.jpg at the bottom of the study card.
  5. Edit the following:
    • Device Type (varies by study type):
      • Both Desktop & Mobile
      • Desktop
      • Mobile & Tablet
    • Study Name
  6. Click Create New Study.
  7. Once created, you are directed to the Monitor area to keep editing it.

 

Template and question library video

Learn how to customize templates and use the question library to quickly design effective research studies in our video:

 

 

Related content

information icon.png

knowledge icon.png

Want to learn more? Check out these Knowledge Base articles... 

Interested in growing your skills? Check out our University courses...

video icon 2.png

team icon.png

Need hands-on training?

Can't find your answer?

Reach out to Support or our Professional Services team.

Was this article helpful?