Survey builder (build from scratch)
The survey builder gives you full control over every aspect of your survey — question type, content type, audience targeting, add-ons, and more. It’s the best option when your research doesn’t match an existing template or when you need specific customization. Your work auto-saves as a draft while you build, so you can pause and come back anytime. Helpful tooltips throughout the builder link to relevant help articles if you need guidance along the way. You can also add more than one question to build a survey. For more on that, see What is a survey and when should I use it? If you’re new to PickFu, check out How do I create my first survey? for a step-by-step walkthrough of the survey builder.Templates
Templates are pre-built surveys designed for common use cases like Amazon main image testing, book cover A/B tests, and more. They come with optimized settings — including question type, audience size, and targeting — and are often available at a discounted price. Because templates are pre-configured, customization is limited. You’ll add your own options (images, text, etc.) and can adjust the question, but the audience size and targeting are typically locked. All current templates are single-question surveys. Where to find them: Scroll to the templates section on your dashboard and open the Popular templates tab, or click View all to open the full Templates page — where you can switch between the Templates, Team templates, and Custom templates tabs. Templates are a great fit when your use case matches what’s available and you want speed and savings. For a full walkthrough, see How do I build a survey from a template?Team templates
Team templates are custom, reusable templates created by you or someone on your team. They’re ideal for repeatable research where you only need to make minor changes each run — like swapping images, adjusting the question, or tweaking the audience while keeping the same format. Where to find them: Open Templates in the left sidebar and switch to the Team templates tab. How to create one: In the survey builder, click the “Create team template” button in the Survey overview sidebar (next to the Save draft button). You can create a team template from any survey draft. You can create as many team templates as you want, and they can be duplicated, shared with teammates, or deleted.Playbooks
Playbooks are guided, multi-step research workflows designed for specific use cases. Instead of running a single survey, a playbook walks you through a sequence of surveys that build on each other — helping you answer a broader research question step by step. Where to find them: Scroll to the templates section on your dashboard and open the Playbooks tab to browse available playbooks. You can also request a new playbook if you have a use case in mind. Playbooks are best for users who want structured research guidance rather than designing surveys from scratch. For more details, see How do I use playbooks to build my survey?Drafts
Any survey you start in the survey builder auto-saves as a draft. Recent drafts appear under the My drafts tab on your dashboard, and all drafts live in My surveys under Drafts, where you can resume, edit, or duplicate them at any time. Drafts are not visible to anyone else until you launch the survey.FAQs
Can I edit a survey after launching it?
No. Once a survey is live, it can’t be edited. If you need to make changes, stop the active survey, duplicate it, make your edits, and relaunch. Credit for any missing responses is added back to your account.Can I convert a draft into a team template?
Yes. In the survey builder, click the “Create team template” button in the Survey overview sidebar. You can create a team template from any survey draft.What’s the difference between a template and a team template?
Templates are pre-built by PickFu for common use cases and are typically discounted. Team templates are custom templates created by you or your team for your own repeatable research needs.Related Articles