How to edit a review template

A guide to editing review templates on Charlie

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

Note: Only templates that have not been used in a review can be edited by Admins and Super Admins. To make changes copy the template first.

  1. Navigate to the Templates tab in the Reviews section

  2. Select the template that you would like to edit

  3. Click on the Template Actions button

  4. Click Edit Template

  5. Edit the name and description

  6. Decide which type of template you want this to be: 2 way vs. 1 way feedback.

  7. Edit the existing questions and add any new ones

    And you're done! πŸŽ‰

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