Customizing Templates for Your Needs
Last updated October 28, 2023
Introduction:
While HAY offers a plethora of ready-to-use templates, the true power lies in the ability to customize them to fit your unique organizational needs. Tailoring templates ensures that your surveys resonate with your audience and capture the insights that matter most to you. In this guide, we'll walk you through the process of customizing HAY templates to align with your objectives.
Why Customize Templates?
Customizing templates allows for a more targeted approach, ensuring that your surveys are relevant, engaging, and effective in gathering the desired data.
Steps to Customize HAY Templates:
- Select a Base Template:
- Bullet Point: Start with what's available.
- Description: Navigate to the 'Templates' section in HAY and choose a template that closely aligns with your goals.
- Edit Questions:
- Bullet Point: Make it your own.
- Description: Click on any question to edit its wording, or add new questions that cater to your specific needs.
- Rearrange Question Order:
- Bullet Point: Optimize the flow.
- Description: Drag and drop questions to rearrange their order, ensuring a logical and engaging flow for respondents.
- Incorporate Branding:
- Bullet Point: Add a personal touch.
- Description: Customize the template's design by adding your company logo, colors, and any other branding elements.
- Set Conditional Logic:
- Bullet Point: Create dynamic surveys.
- Description: Use HAY's conditional logic feature to display certain questions based on respondents' previous answers, making the survey more interactive.
- Preview and Test:
- Bullet Point: Ensure perfection.
- Description: Before finalizing, preview the customized template and consider sending it to a few team members for feedback.
- Save and Deploy:
- Bullet Point: Your customized template is ready!
- Description: Once satisfied with the customizations, save the template and deploy it for your intended audience.
Conclusion:
Customizing templates in HAY is a straightforward process that allows you to create surveys that truly resonate with your audience. By tailoring templates to your needs, you ensure that your surveys are not only relevant but also effective in capturing the insights that drive informed decision-making. Dive into the world of customization with HAY and unlock the full potential of your feedback collection efforts.