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:
Navigate to Builder > Template Gallery.
Browse or search for the template you want to use.
Hover over the template and select Use Template.
Enter a name for your experience.
(Recommended) Select an existing Style Guide to automatically apply your branding.
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:
Open your experience in the Builder.
From the Builder Map, select the Design icon in the toolbar.
Update your branding using the tools in the left-side panel.
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
š” 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.










