Branding and appearance
Branding templates let you define your company look once and reuse it across many studies — so participants always see familiar colors, your logo, and consistent typography.
Where to manage branding
Section titled “Where to manage branding”Open Branding & Appearance in the left sidebar.
Here your team can:
- Create and edit templates (saved styles)
- Preview how studies will look
- Set a default template for new work
- See how many studies use each template
What is a branding template?
Section titled “What is a branding template?”A template is a named set of visual settings — for example “Acme Corp 2025” or “Product team — dark mode.”
When you apply a template to a study, participants see that styling when they:
- Open a survey or usability test link
- Use Preview in the editor
- View an in-product survey in your app (along with in-product display settings)
Create a new template
Section titled “Create a new template”- Go to Branding & Appearance.
- Click Create template (or similar).
- Give it a clear name — e.g. “Brand — primary blue” or “Partner co-brand — Q1”.
- Optionally add a description so teammates know when to use it.
- Adjust the settings below.
- Use Preview to see a sample study layout with your choices.
- Save.
What you can customize
Section titled “What you can customize”| Setting | What participants notice |
|---|---|
| Primary color | Buttons, links, and highlights |
| Background color | Page background behind questions |
| Text color | Main question and answer text |
| Font | Overall typography (system or custom stack) |
| Border radius | How rounded buttons and cards look |
| Logo | Your mark at the top of the study |
| Logo size & position | Small / medium / large, left / center / right |
| Theme | Preset visual style when your org uses themes |
| Custom CSS | Advanced styling for designers (optional) |
Logo tips
Section titled “Logo tips”- Use a PNG or SVG with a transparent background when possible.
- Check preview on both light backgrounds and long surveys — logos should stay readable.
- If the logo looks too large on mobile, try a smaller size preset.
Accessibility
Section titled “Accessibility”- Pick text and background colors with enough contrast (dark text on light background is safest).
- Preview the thank-you page and first question — those are what participants see first.
Set a default template
Section titled “Set a default template”Mark one template as default so new studies start with that branding (when your workflow supports it).
Only one default per organization — setting a new default replaces the previous one.
Apply branding to a study
Section titled “Apply branding to a study”Templates do not change live studies until you connect them.
Option A — From the study editor (most common)
Section titled “Option A — From the study editor (most common)”- Open a survey, usability test, or in-product survey → Brand tab.
- Choose a branding template from the list, or tweak colors for this study only.
- Save the study.
- Open Preview to confirm it looks right before you publish.
Option B — From Branding & Appearance
Section titled “Option B — From Branding & Appearance”- Open a template.
- Use Apply to study (if shown in the UI).
- Select the study you want to update.
Some flows let you apply only to this study (copy colors but keep the study independent) or link the study to the template so future template updates can flow through — use the option your team prefers for governance.
Save branding from an existing study
Section titled “Save branding from an existing study”Already tuned a study and want to reuse that look?
- Open the study’s Brand tab after you are happy with the design.
- Choose Create template from study (or save as template from Branding & Appearance).
- Name the new template.
- Apply it to other studies.
Useful when the first study was your “design pilot” and the rest should match.
Duplicate a template
Section titled “Duplicate a template”Duplicate when you need a variant:
- Seasonal campaign (holiday colors)
- Sub-brand or white-label partner
- A/B test of two visual treatments
The copy starts with the same settings; rename it so the team picks the right one.
Delete a template
Section titled “Delete a template”You can remove templates you no longer need. If studies still used that template, they keep their current look but are unlinked from the deleted template — update those studies if you want them on a new template.
Check the studies count on a template before deleting widely used styles.
In-product surveys
Section titled “In-product surveys”For in-product surveys, branding appears inside your website (modal, banner, toast, or embedded block).
- Set base colors and logo in the study Brand tab (or linked template).
- Fine-tune layout in Build (display mode, size, placement).
See In-product display and targeting.
Recommended workflow
Section titled “Recommended workflow”- Create one approved template per brand (or per major product line).
- Set it as default for the organization.
- For each new study, confirm the Brand tab in Preview before going Live.
- When marketing refreshes the brand, update the template (or duplicate → migrate studies).
Related guides
Section titled “Related guides”- Survey builder — includes the Brand tab
- Usability tests overview
- In-product surveys overview
- Preview and publish