Quick How-To

⏩ Quick How-To

How to Create Predefined Codes

1. Navigate to Templates from the main menu
2. Switch to the Codes tab
3. Click New Codes
4. Enter a name and optional description
5. Add your codes:
   • Enter each code number and description
   • Or import from CSV
6. Click Save

How to Create a Survey Template

1. Navigate to Templates from the main menu
2. Click New Template
3. Enter a name and optional description
4. Configure your settings:
   • Add questions (manually or import from CSV)
   • Set default analysis settings
   • Link predefined codes (optional)
5. Click Save

How to Apply a Template to Survey Analysis

1. Upload your survey file
2. In the analysis settings, select your template from the dropdown
3. Settings and codes from the template are automatically applied
4. Adjust any settings if needed
5. Run your analysis

How to Apply a Template to Conversation Analysis

1. Create a transcription project, upload and transcribe your audio files (see Transcriptions Guide)
2. On the Conversation Analysis page, select Custom Questions -> From Template
3. Choose your template from the dropdown
4. Choose Analyze separately
5. Click Add to start the analysis