Templates

Overview#

Templates let you save poll configurations for quick reuse. Perfect for recurring polls like weekly check-ins, team lunches, or feedback surveys.

Creating Templates#

After creating any poll, Askify sends you a DM with a 'Save as Template' button.

1. Create a poll using /askify
2. After the poll is created, check your DMs from Askify
3. Click the 'Save as Template' button
4. Enter a name for your template
5. Click Submit

The template saves:

• Poll question
• Poll type
• All options (for single choice and multi-select)
• All voting settings (anonymous, vote change, live results, reminders)
• Close method (manual, duration, or date/time)
• Poll description (if provided)

Using Templates#

Load a saved template when creating a new poll:

Method 1: From Templates List

1. Run /askify templates
2. Find your template in the list
3. Click 'Use Template'
4. The poll creation modal opens with all fields pre-filled
5. Modify any fields if needed
6. Select target channel and create

Method 2: From Creation Modal

1. Run /askify to open the creation modal
2. Look for the 'Load Template' dropdown at the bottom
3. Select a template from the dropdown
4. Modal fields update with template values
5. Modify and create as usual

Managing Templates#

View and delete templates using /askify templates:

• Each template shows its name, poll type, and option count
• Click 'Use Template' to create a poll from it
• Click 'Delete' to remove a template permanently

Template Use Cases#

• Weekly team lunch polls with the same restaurants
• Sprint retrospective rating polls
• Recurring availability checks for meetings
• Monthly feedback surveys with consistent questions
• Standard approval workflows (e.g., deploy checklists)

Tips#

• Give templates descriptive names (e.g., 'Weekly Lunch Poll' not 'Poll 1')
• Create templates for any polls you run more than once
• Update templates by deleting old ones and saving new versions
• Templates are private to you — other users can't see your templates