📁 Templates & Codes Guide
This guide explains how to create and use templates and predefined codes to standardize your survey analysis and conversation analysis workflow.
Overview
Section titled “Overview”Templates and Predefined Codes help you maintain consistency across survey analysis projects:
- Survey Templates — Save analysis settings, questions, and configurations for reuse
- Predefined Codes — Create standardized category codebooks that can be applied across projects
These features are essential for:
- Tracking studies — Ensure consistent coding across survey waves
- Team collaboration — Everyone uses the same categories and settings
- Efficiency — Save time by reusing configurations
- Quality control — Standardize your analysis process
Next Steps
Section titled “Next Steps”- Return to Survey Analysis Guide to apply your templates
- Review Quick Start Guide for an overview
- Explore Conversation Analysis for interview research