CharlieHR

<b>Note: </b>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. 

Navigate to the Templates tab in the Reviews section

Select the template that you would like to edit

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

Edit the existing questions and add any new ones

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! 🎉 

A guide to editing review templates on Charlie

How to edit a review template

Find answers and get help from Intercom Support and Community Experts

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