Starting from a Template

The Templates feature in Glass helps you reuse, replicate, and scale past work — whether that’s full surveys, individual questions, or recurring layouts you use often. Templates reduce setup time, ensure consistency across projects, and help teams maintain shared standards for question formatting, visuals, and logic.

There are several ways to create and use templates in the Glass platform:

The quickest way to reuse a past survey is through the Your Surveys dashboard.

1. On the Your Surveys page, find the survey you want to copy.

2. On the far right of that survey’s row, click the three-dot Actions Menu (⋮).

3. Select Duplicate Survey.

A new draft version of the survey will appear under your Drafts tab. You can then:

• Rename the survey.

• Edit the questions or logic.

• Adjust quotas, audiences, or any other details.

Pro Tip: Use the Wave functionality for studies that you want to be able to compare data between instead of duplicating into a new survey

You can also save any survey as a formal template for your future projects or for team-wide use.

From the same three-dot Actions Menu (⋮):

1. Click Create Survey Template.

2. Enter a Template Title, Description, and Owner.

3. Click Save.

Your saved template will now appear as an option the next time you click the “+ New Survey” button (top right corner of the dashboard).

When the pop-up opens, you’ll see two tabs:

• Do It Yourself

• My Template Library

Select My Template Library to find and launch your saved survey template as a new project.

Pro tip: Use this for standardized survey frameworks, client-specific studies, or consistent onboarding research where structure rarely changes.

For recurring question types - like brand lists, retailer screens, or image-based concept questions - you can save individual questions as templates.

While editing any question:

1. Click the at the top of the question editor labeled Create Question Template.

2. A pop-up will appear prompting you to:

   • Enter a Template Title

   • Optionally add a Description (e.g., “Brand list with logos, randomized order”)

3. Click Create Template.

Your question will now be saved to your Question Template Library. When building a new survey:

1. Click + Add Question.

2. Choose Add Question from Template instead of Add New Question.

3. Select one or more saved question templates using the checkbox.

4. Click the green Add Questions button to insert them into your survey.
   

Pro tip: Perfect for category screeners, standardized brand health metrics, or questions with complex image, logic, or randomization setups you frequently reuse. 

Another fast way to reuse work inside a single survey is the Duplicate Question button. At the top of any question editor, click the duplicate button. This creates a copy of the current question — including:

• Question type

• Response structure

• Logic and display rules

You can then edit just the text or assets while keeping all programming intact. Note that the new question automatically goes to the end of your survey, but you can find it there and move it to wherever you would like to use it with drag and drop once you’ve saved the duplicated question.

Pro Tip: Use Duplicate when you’re asking similar rating or evaluation questions across multiple concepts -  it keeps formatting consistent and speeds up build time.