Ready Templates
Create feedback forms from pre-built templates—browse by category, select, customize, and publish
The Ready Templates page is your central hub for quickly creating feedback forms from expertly designed, pre-built templates. It appears after you click + Create Feedback Form in the sidebar. Instead of starting from a blank canvas, you can select a template tailored to common use cases, customize it to your needs, and publish in minutes.
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 category, search by name or description, and filter to find the right template fast.
- Full control — Templates are starting points. You keep full control to add, remove, or edit any question, page, or option before launch.
- Organization templates — Save and reuse custom templates at the organization level for consistency across teams.
Accessing the Ready Templates Page
- In the encatch dashboard, click + Create Feedback Form in the left sidebar.
- You land on the Ready Templates page with template filters on the left and a grid of pre-built templates on the right.
Template Categories
Templates are grouped into categories to help you find the right starting point. Use the Template filters sidebar to multi-select categories and narrow your search.
Learn about customers — Understand who your users are, their preferences, and how they use your product. These templates help you build a clearer picture of your audience.
Convert more visitors — Identify barriers to conversion and learn what drives users to take action. Use these templates to uncover why visitors leave without converting and what would persuade them to stay.
Evaluate your product — Measure product performance, feature satisfaction, and overall quality. These templates support product teams in assessing how well the product meets user needs.
Gather product feedback — Collect structured feedback on features, usability, and improvement ideas. Ideal for product managers and teams who need actionable input for roadmap decisions.
Improve user experience — Discover pain points and opportunities to enhance UX across web and mobile. These templates focus on usability, navigation, and overall experience.
Onboard new users — Understand how new users get started and where they need support. Use these templates to optimize onboarding flows and reduce early drop-off.
Product feedback — Focused templates for product-specific feedback and feature evaluation. Best when you need targeted insights on particular features or releases.
Recruit research participants — Build panels and identify users for interviews and research studies. These templates help you find and qualify participants for user research.
Reduce churn — Learn why users leave and what would keep them engaged. Use these templates to gather exit feedback and retention insights.
Track customer satisfaction — Measure NPS, CSAT, and other satisfaction metrics over time. These templates support ongoing monitoring of customer sentiment and loyalty.
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.
- Filter by category — In the left sidebar, use Search categories... to find specific categories, then multi-select to filter the template grid.
- All templates — Leave "All templates" selected to see everything, or choose My saved templates to use organization-level custom templates.
Step 2: Select a Template
Browse the template grid and click a template that fits your use case. A detail view opens where you can review the form before using it.
Step 3: Use the Template
- In the template detail view, 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.
Alternative Actions on the Ready Templates Page
- + Create from Scratch Manually — Bypass templates and build a form from an empty canvas. Best when you need full control and a custom structure.
- Start drafting with AI — Describe what feedback you want in plain language; encatch uses AI to draft the form. Best for quick starts or exploratory feedback.
Both options are available on the same page, so you can switch between templates, manual creation, and AI at any time.
Example Templates
- 5-Star Reviews — Gather feedback and encourage great reviews on relevant platforms.
- Beta Product Feedback — Collect critical feedback about beta usage of your product.
- Build a Research Panel — Create a survey to build a panel of participants for future interviews.
- Demographic Info — Gather general customer demographic information.
- Drop-Off Reasons — Ask users why they don't convert so you can see what's missing.
- Feature Prioritization — Learn which features your customers value the most.
- Feature Requests — Gather new feature requests from your customers.
- Feature Satisfaction — Measure how well your product features satisfy user needs.
- Help Center Feedback — Make your help center more helpful and resolve issues quickly.
- Mobile UX — Improve the user experience of your mobile app.
- New User Attribution — Ask users how they found you to identify high ROI channels.
Summary
| Step | Action |
|---|---|
| Access | Click Create Feedback Form → Using Templates |
| Browse | Use filters and search to find templates by category or name |
| Select | Click a template to view details and questions |
| Use | Click "Use this template" to create a draft form |
| Customize | Edit in the Form Builder—add, remove, reorder questions |
| Publish | Click Publish to make the form live |
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.