Templates

Templates are pre-built survey designs you can start from instead of building from scratch. Each template contains a complete survey document — blocks, questions, options, logic, and settings — ready to customize for your project.

Categories

Templates are organized into four categories:

Category	Description	Examples
brand	Brand health, perception, and awareness studies	Brand tracker, competitive perception, brand awareness
cx	Customer experience and satisfaction	CSAT survey, post-purchase feedback, customer effort score
employee	Internal workforce research	Employee engagement, onboarding feedback, pulse check
custom	Team-created templates saved from previous surveys	Any survey saved as a template by your team

The first three categories contain platform-provided templates available to all teams. The custom category is team-scoped — templates you save are only visible to your team.

Listing templates

Retrieve available templates, optionally filtered by category.

curl "https://surveys.flashpoint.ai/api/v1/templates?category=brand&limit=10" \
  -H "X-Service-Token: $TOKEN" \
  -H "X-Team-ID: $TEAM_ID" \
  -H "X-User-ID: $USER_ID"

Response:

{
  "items": [
    {
      "id": "tmpl-001-aabb-ccdd-eeff-112233445566",
      "name": "Brand Health Tracker",
      "description": "Quarterly brand awareness, consideration, and usage tracking with competitive benchmarking. Includes aided/unaided awareness, brand attributes grid, and NPS.",
      "category": "brand",
      "is_public": true,
      "usage_count": 142,
      "created_by": "system",
      "created_at": "2026-01-15T00:00:00Z",
      "updated_at": "2026-03-10T00:00:00Z"
    },
    {
      "id": "tmpl-002-aabb-ccdd-eeff-112233445566",
      "name": "Competitive Perception Study",
      "description": "Head-to-head brand comparison using grid ratings, MaxDiff importance scaling, and open-ended probes.",
      "category": "brand",
      "is_public": true,
      "usage_count": 87,
      "created_by": "system",
      "created_at": "2026-01-15T00:00:00Z",
      "updated_at": "2026-02-20T00:00:00Z"
    }
  ],
  "total": 2,
  "limit": 10,
  "offset": 0
}

Agent

"Show me brand survey templates"

"What templates do we have for customer experience?"

Getting template details

To inspect the full document inside a template before using it:

curl https://surveys.flashpoint.ai/api/v1/templates/$TEMPLATE_ID \
  -H "X-Service-Token: $TOKEN" \
  -H "X-Team-ID: $TEAM_ID" \
  -H "X-User-ID: $USER_ID"

The response includes all metadata fields plus the data object containing the full survey document (blocks, questions, options, logic).

Creating a survey from a template

Create a new draft survey pre-populated with the template's content.

curl -X POST https://surveys.flashpoint.ai/api/v1/templates/$TEMPLATE_ID/create-survey \
  -H "Content-Type: application/json" \
  -H "X-Service-Token: $TOKEN" \
  -H "X-Team-ID: $TEAM_ID" \
  -H "X-User-ID: $USER_ID" \
  -d '{ "name": "Q2 Brand Health Tracker" }'

Response (201 Created):

{
  "survey_id": "new-survey-uuid-here",
  "version": 1
}

The new survey starts in draft status with all the template's questions, blocks, and logic. Customize it with any of the Build operations — add or remove questions, change options, update logic — before publishing.

If you omit the name field, the survey is named after the template (e.g., "Brand Health Tracker Survey").

Agent

"Create a survey from the Brand Health Tracker template"

"Use the CSAT template to start a new post-purchase feedback survey called Q2 Checkout Experience"

Saving a survey as a template

Turn any survey into a reusable template. The survey's current document is snapshot into the template — future edits to the survey do not affect the saved template.

curl -X POST https://surveys.flashpoint.ai/api/v1/templates/from-survey/$SURVEY_ID \
  -H "Content-Type: application/json" \
  -H "X-Service-Token: $TOKEN" \
  -H "X-Team-ID: $TEAM_ID" \
  -H "X-User-ID: $USER_ID" \
  -d '{
    "name": "Standard Brand Tracker v2",
    "description": "Updated brand tracker with MaxDiff importance scaling and AI follow-up probes",
    "category": "custom"
  }'

Response (201 Created):

{
  "id": "tmpl-new-uuid-here",
  "name": "Standard Brand Tracker v2",
  "description": "Updated brand tracker with MaxDiff importance scaling and AI follow-up probes",
  "category": "custom",
  "is_public": false,
  "usage_count": 0,
  "created_by": "f0e1d2c3-b4a5-6789-0123-456789abcdef",
  "created_at": "2026-05-26T16:00:00Z",
  "updated_at": "2026-05-26T16:00:00Z",
  "data": {
    "blocks": [ "..." ]
  }
}

All fields are optional except category. If name is omitted, it defaults to the survey's name with "Template" appended.

Agent

"Save this survey as a template"

"Save the Q1 brand study as a template called Standard Brand Tracker in the brand category"

Deleting a template

curl -X DELETE https://surveys.flashpoint.ai/api/v1/templates/$TEMPLATE_ID \
  -H "X-Service-Token: $TOKEN" \
  -H "X-Team-ID: $TEAM_ID" \
  -H "X-User-ID: $USER_ID"

Response: 204 No Content.

Deleting a template does not affect surveys that were previously created from it.

Visibility

is_public	Who can see it	Who can create it
true	All teams on the platform	Platform administrators only
false	Only the team that created it	Any team member

Templates saved via POST /api/v1/templates/from-survey/{survey_id} default to is_public: false (team-scoped). Platform-provided templates in the brand, cx, and employee categories are public.

Workflow example

A typical template-driven workflow:

1. Browse — "Show me CX templates" to see what is available
2. Create — "Create a survey from the CSAT template called Q2 Checkout Experience"
3. Customize — add project-specific questions, update option lists, configure skip logic
4. Publish — "Publish the survey" once customization is complete
5. Save back — "Save this survey as a template called Checkout Experience v2" to capture improvements for next quarter

Next steps

• Build and customize survey content: Build
• Manage survey lifecycle and versions: Lifecycle & versioning
• Distribute to respondents: Distribute