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Getting Started with Experience Templates

Learn how to create, customize, test, and launch Experience Templates. This guide covers the common setup steps shared across all templates, helping you get from template selection to a published experience faster.

Overview

Experience Templates help you launch interactive experiences faster by providing pre-built layouts, screens, and functionality that you can customize for your brand and campaign.

Whether you're creating a product finder, trivia quiz, sweepstakes, landing page, or live poll, every template follows the same general setup process. This guide walks through the common steps you'll take before publishing your experience.


Step 1: Create an Experience from a Template

To create a new experience:

  1. Navigate to Builder > Template Gallery.

  2. Browse or search for the template you want to use.

  3. Hover over the template and select Use Template.

  4. Enter a name for your experience.

  5. (Recommended) Select an existing Style Guide to automatically apply your branding.

  6. Click Create.

The platform creates a new experience using the template structure and your selected branding (if applicable).

Tip: Applying a Style Guide during creation saves time and ensures consistent branding across all of your experiences.


Step 2: Apply Your Brand Styling

If you applied a Style Guide during creation, your branding is already in place. If not, you can update the experience manually at any time.

To apply branding manually:

  1. Open your experience in the Builder.

  2. From the Builder Map, select the Design icon in the toolbar.

  3. Update your branding using the tools in the left-side panel.

  4. Click Apply to update the styling across all screens.

Review and update:

  • Colors

  • Fonts

  • Logos

  • Background images

  • Buttons

  • Brand imagery

Best Practice: Apply your branding before updating content, logic, or recommendations. It's easier to visualize the finished experience once your design is in place. Review Style Guide Overview and Design Specifications for more details and instructions.


Step 3: Customize Your Template

Each template includes editable placeholder content designed to help you get started quickly.

Depending on the template you've selected, you may customize:

  • Headlines and body copy

  • Images and videos

  • Answer choices

  • Calls-to-action

  • Product recommendations

  • Outcomes

  • Interactive elements

  • Logic or branching

Refer to your template-specific article for instructions on configuring features unique to that template.


Step 4: Configure the Lead Capture Screen

Many templates include a Lead Capture screen to collect customer information before displaying results or completing the experience.

Review and update the following:

Form Fields

Select the information you want to collect, such as:

  • Email Address

  • First Name

  • Last Name

  • Phone Number

  • Custom Fields

Consent Language

Update all consent language to meet your organization's legal and compliance requirements.

Examples include:

  • Marketing consent

  • Privacy policy language

  • Terms and conditions

Hyperlinks

Verify that all links point to the correct destinations, including:

  • Privacy Policy

  • Terms of Service

  • Other compliance resources

šŸ’” Tip: Review what fields you can add to a lead capture screen with this article.


Step 5: Test Your Experience

Before publishing, complete a full testing pass to verify that every part of the experience works as expected. From the Builder Map, click Preview.

Review:

  • Branding and styling

  • Screen names

  • Question flow

  • Navigation

  • Lead capture fields

  • Consent language

  • Calls-to-action

  • Redirects

  • Mobile responsiveness

  • Template-specific functionality

Run multiple test scenarios to ensure:

  • Users can successfully complete the experience.

  • Personalized results display correctly.

  • Buttons and links work properly.

  • Mobile and desktop experiences render as expected.

Best Practice: Test both expected user journeys and edge cases to ensure every visitor has a complete experience.


Step 6: Publish and Launch

Once testing is complete, your experience is ready to publish and generate launch links by toggling to the launch section from the Builder Map.

Before launching, review:

  • Experience settings

  • Launch method

  • Tracking configuration

  • Integrations

  • Pre-launch checklist

For additional guidance, see:


Continue Optimizing

Launching your experience is just the beginning.

Monitor performance and continue improving your experience by:

  • Refining messaging

  • Updating imagery

  • Testing different questions

  • Improving completion rates

  • Reviewing analytics

  • Monitoring result distribution

  • Optimizing calls-to-action

Small improvements over time can significantly increase engagement, lead quality, and conversions.


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