> ## Documentation Index
> Fetch the complete documentation index at: https://conveo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Reuse study designs, fill template variables, and manage shared research blueprints.

A template is a reusable study design. Use templates when the method stays similar but the brand, market, questions, or stimuli vary. Each use creates a separate study; a template does not synchronize research already created from it.

## Creating a Template

### How to create a template

#### From scratch

Open **Templates** and choose **New template**. Build the topic guide, research objectives, screeners, stimuli, and settings in the template editor. Creating templates requires study-creation access in the organization; editing an existing template requires its editing permission.

#### From an existing study

Open the study's actions and choose **Create template from study**. Conveo copies its design into a template. The source study's collected interviews are not copied into the new design. Uploaded studies cannot be converted to templates through this workflow.

### Template variables

Templates support text variables and stimulus placeholders. These identify the content a researcher must customize before fielding a new study.

#### Text variables

Write placeholders using `{{ variable_name }}`. Supported fields are:

* Researcher title, participant title, study introduction, and research context.
* Research-objective and section titles and descriptions.
* Question text, question context, and answer-option text.
* Terms-and-conditions titles and content.

For example, use `{{ brand_name }}` in the study title and questions. The same variable name shares one value across its supported occurrences. Keep names consistent; names differing by case are distinct variables.

The setup wizard detects variables and saves entered values automatically. Values remain editable: the saved template text retains its placeholders, while the study uses the supplied values when displaying or using that text. Clearing a value makes that variable unfilled again. Check save status and previews before launch.

Unfilled text variables in a template-derived study are a blocking validation issue. Do not assume a typed value has been applied before its save completes.

#### Stimulus variables

A stimulus created in the template editor starts as a placeholder for the expected content and type. The setup wizard links a placeholder to its stimulus editor so the researcher can supply the actual asset or configuration.

Review copied templates carefully: a template made from an existing design can already contain stimulus content. Do not assume every copied asset has become an empty placeholder. Resolve remaining placeholders and [test the stimuli](/docs/setup-to-launch/stimuli) before launch.

### Template title and instructions

Use the template's information editor to set:

| Field            | Purpose                                                                   |
| ---------------- | ------------------------------------------------------------------------- |
| **Title**        | The template's name in the gallery.                                       |
| **Tagline**      | A short explanation of its use.                                           |
| **Instructions** | Guidance for the researcher adapting the template; Markdown is supported. |
| **Tags**         | Categories used to find templates in the gallery.                         |

Template information is separate from the participant-facing study title and introduction. The setup conversation can also have a configured greeting. Instructions appear in the setup experience; use them to explain variables, expected stimuli, and checks the researcher should perform.

### Gallery appearance and examples

**Card visual** lets editors choose a gallery illustration or upload an image up to **8 MB**. A custom image overrides the selected illustration; remove it to return to the illustration. Card artwork is presentation material, not a participant stimulus.

The template information page also supports example studies with optional featured documents and captions, and a marketing video. Use these to show what the method produces. Preview examples and the processed video before sharing the template; a successful upload is not proof that video processing has finished. Template editing access controls these changes.

## Using a Template

1. Open **Templates** and select a card to preview its design.
2. Choose **Use template** to create a study.
3. Read the instructions and complete the text variables in the setup wizard.
4. Replace any stimulus placeholders and review inherited languages, recording settings, routing, and recruitment configuration.
5. Run [test interviews](/docs/setup-to-launch/testing-your-study) before launch.

The new study keeps a link to its source template. It has its own design and results. Updating the source template does not retroactively apply those edits to existing studies.

Duplication preserves the design's section-based or older research-objective model and its question pauses. Participant responses are not duplicated. Recruitment configuration needs review: a copied panel is not an already fielded panel, and incentive configuration may require setup again. See [Recruiting participants](/docs/setup-to-launch/recruiting-participants).

## Template Library

The gallery groups templates into **By Conveo** and **Custom templates**. Search and tag filters help you find a starting point. Select a card to inspect the topic guide before using it.

From the template actions, **Duplicate template** creates a copy you can adapt, subject to creation access. **Edit template**, **Manage access...**, and **Delete template** appear according to your permissions. **Copy link to template** copies its address; it does not grant the recipient access.

Deleting a template removes that reusable entry, not the interviews in studies previously created from it. Check shared access and dependencies before deleting a template used by colleagues.