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Define your research design once, with placeholders for the parts that change, and spin up consistent, comparable studies every time. Ideal for recurring research like concept tests, ad tests, and brand trackers where the structure stays the same but the product, brand, or stimulus varies.

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Creating a Template

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How to create a template

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From scratch

  1. Navigate to Templates in the sidebar.
  2. Click Create template.
  3. You’ll land in the template design view, which works just like the regular Topic Guide editor.
  4. Build your topic guide: add research objectives, questions, screeners, stimuli, and any other settings.

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From an existing study

If you already have a study that you’d like to reuse as a blueprint, you can create a template from it. This duplicates the study’s structure into a new template, leaving the original study unchanged.
  1. Open the study you want to base your template on.
  2. In the study dropdown menu, select Create template from study.
  3. A new template is created with the same topic guide structure.
Create template from study
Uploaded studies cannot be converted to templates.

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Template variables

Template variables are placeholders that get replaced with actual values when a study is created from the template. There are two types: text variables and stimulus variables. Template variables wizard

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Text variables

Text variables use a {{ variable_name }} syntax. You can place them in most text fields in your topic guide:
  • Study title, description, and context
  • Research objective titles and descriptions
  • Question text and context
  • Question options
  • Terms and conditions
For example, a concept test template might include:
  • {{ brand_name }} in the study title and questions
  • {{ product_category }} in the briefing context
When a researcher creates a study from this template, they’ll see a wizard prompting them to fill in each variable. They can replace variables one by one or use Apply all to fill them in at once. Variables are automatically detected. You don’t need to register them anywhere. Simply type {{ variable_name }} in any supported text field, and it will show up in the template variables panel.

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Stimulus variables

When you add a stimulus to a template, it is automatically created as a placeholder. Placeholder stimuli define the type of stimulus expected (e.g. single image, video, comparison) and where it appears in the topic guide, but they don’t contain actual content. When a researcher creates a study from the template, the placeholder stimuli appear in the template variables wizard. The researcher is prompted to navigate to the stimulus and upload the actual content. This ensures every study created from the template has the right stimulus in the right place, while allowing the actual content to vary.

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Template title and instructions

Templates have two additional fields that regular studies don’t:
  • Template title: A display name for the template. This is what users see in the template list and when creating studies from it.
  • Template instructions: Free-form instructions (supports Markdown) that explain how to use the template, for example what each variable means, what kind of stimulus to upload, or any guidelines for the researcher filling it in.
When someone creates a study from your template, the instructions are shown at the top of the design view to guide them through the setup.

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Using a Template

To create a study from a template:
  1. Navigate to Templates in the sidebar.
  2. Find the template you want to use.
  3. Click Use template.
  4. A new study is created with the template’s topic guide structure.
  5. On the study’s design page, you’ll see the template variables wizard at the top.
  6. Fill in the text variables and replace the stimulus placeholders.
The new study links back to its source template, so you can always see which template it was based on.

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Template Library

The Template Library is a collection of ready-made templates provided by the Conveo team. These templates cover common research use cases and give you a starting point that you can customize. To browse the library:
  1. Navigate to Templates in the sidebar.
  2. Click Template Library.
  3. Browse the available templates. You can click View to preview a template’s topic guide.
  4. Click Copy to organization to add a template to your own template list.
Once a template is copied to your organization, it works just like any template you created yourself. You can edit it, customize it to your needs, and create studies from it. This lets you adapt best-practice templates to match your specific research methodology and brand guidelines.