Ready Templates

The Ready Templates gallery is your central hub for quickly creating feedback forms from expertly designed, pre-built templates. After you click + Create Feedback Form and choose From Template, browse the gallery to find a template tailored to your use case, preview it live, and customize it before publishing.

Why Use Ready Templates?

• Best-practice design — Templates are designed for common feedback scenarios (NPS, CSAT, feature requests, onboarding) with appropriate question types and flow.
• Quick discovery — Browse by role, industry, behaviour, or goal; search by name; and filter to find the right template fast.
• Live preview — Preview any template before using it, then launch or customize in minutes.
• Full control — Templates are starting points. You keep full control to add, remove, or edit any question, page, or option before launch.

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Accessing the Ready Templates Page

1. In the encatch dashboard, click + Create Feedback Form in the left sidebar.
2. Choose From Template from the dropdown menu to open the Ready Templates gallery.

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Browse and Filter Templates

Use the left sidebar and search bar to narrow the template catalog:

Role — Filter by team or function, such as Product Experience, Product Manager, User Research, Marketing, Engineering, Customer Success, Human Resources, and Compliance.

Industry — Narrow templates by sector, including Banking & Finance, Commerce, and SaaS.

Behaviour — Filter by how the form is used: Operational, Once-In-Lifetime, Recurring, or Campaign.

Goal — Find templates aligned to outcomes like Measure Loyalty, Collect Feedback, Reduce Churn, and more.

Search — Use the search bar at the top to find templates by name or description. Press / to focus the search field quickly.

Templates are grouped into sections such as Product Experience, with cards showing the template name, description, delivery tags (Survey, Feedback, In-App, Shareable), and a View template link to preview before use.

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How to Use Ready Templates

Step 1: Browse and Filter

• Search templates — Use the search bar at the top to find templates by name or description. Press / to focus the search field.
• Filter by role — Click a role in the left sidebar, such as Product Experience or User Research, to see templates for that team.
• Filter by industry, behaviour, or goal — Use the sidebar checkboxes and links to narrow results by sector, usage pattern, or outcome.
• Browse sections — Scroll through grouped sections like Product Experience and use View all to see every template in a category.

Step 2: Preview a Template

Browse the template grid and click View template on a card that fits your use case. A live preview opens so you can review the form before using it.

Step 3: Use the Template

• In the template preview, click Use this template to create a new form based on that template.
• encatch creates a draft form with all questions and structure pre-filled. You land in the Form Builder.

Step 4: Customize in the Form Builder

In the Form Builder, you can fully customize the form before publishing:

• Edit questions — Change wording, answer types, and settings using the pencil icon.
• Reorder — Use the drag handle to move questions within or between pages.
• Add or remove — Use + Add Question to add fields; use the trash icon to delete questions or pages.
• Configure screens — Enable and configure the Welcome Screen and End Screen.
• Other settings — Adjust languages, appearance, targeting, triggers, and advanced options from the form tabs.

A real-time mobile preview shows how the form will appear to respondents. Use Save now to save progress without publishing.

Step 5: Publish

When the form meets your needs, click Publish to make it live. Before publishing, ensure targeting, triggers, and appearance are configured as desired.

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Example Templates

• Feature Adoption Survey — Understand how users discover and adopt new features.
• New User Onboarding Feedback — Capture friction points during onboarding and improve activation.
• Product Satisfaction Survey — Measure overall satisfaction and identify areas for improvement.
• Feature Requests — Gather new feature requests from your customers.
• Help Center Feedback — Make your help center more helpful and resolve issues quickly.
• Mobile UX — Improve the user experience of your mobile app.
• Build a Research Panel — Create a survey to build a panel of participants for future interviews.

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Summary

Ready Templates streamline feedback form creation by providing proven starting points for common scenarios. You keep full control to tailor every form to your needs. For more on customizing forms, see Customize Feedback Form.