Create a new study using a template

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

✅ 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
• Create a new study using a template (List view)
• Create a new study using a template (Card view)

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 on the Studies Dashboard.

1. Go to your Studies Dashboard.
2. Filter the studies list to show Templates.
   
3. Scroll to the template to duplicate.
4. Click Use Template .
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 on the Studies Dashboard.

1. Go to your Studies Dashboard.
2. Filter the studies list to show Templates.
   
3. Scroll to the template to duplicate.
4. Click Use Template 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.

Please provide any feedback you have on this article. Your feedback will be used to improve the article and should take no more than 5 minutes to complete. Article evaluations will remain completely confidential unless you request a follow-up.