Customize a PowerPoint template in Viva Glint
To communicate more engagingly with stakeholders, admins can use customized PowerPoint (PPT) templates. One of the most important aspects to drive response rate and engagement is to make survey takers feel that the survey product and reporting come from a reliable source and that their privacy is protected. Personal branding increases response rates as it provides feelings of reliability and privacy.
Important
Permission settings in PowerPoint files affect how Viva Glint accesses custom templates. Ensure your template is not locked or restricted from editing. Otherwise, the exporting process may fail.
Create a customized template folder
Customized templates are stored in folders that you create. You can create as many folders as you’d like and save them to use as appropriate.
From the General Settings feature on your admin dashboard, navigate to Reporting and then PowerPoint Templates for Reports.
Select Modify templates.
Select + New template folder to open the Create a new template folder window.
Enter a descriptive name for your folder.
Select a survey type from the dropdown menu. You can choose “All” as one of the choices.
Select Create. Your new folder now appears as its own row on the PowerPoint Templates for Reports page.
Customize a template
Edits for custom templates occur offline.
The first time you open a folder, you see that no customized versions of the template exist.
Select Download template.
From the window that opens, select as many languages as needed from the prepopulated language dropdown menu.
Select Download.
Open the downloaded export in a new tab.
Customize the presentation-manually using your organization's logo, familiar terminology, and important, relevant text content. Save the presentation with a new and easily identifiable name. In this example, the survey is named Spring Engagement Survey 2024.
Upload your customized PowerPoint presentation
From the PowerPoint Templates for Reports window, choose the folder for your customized template to be added to. In this example, Spring Engagement is opened.
Select Upload a PowerPoint file to open the Upload a PowerPoint file dialog box.
Browse your files to drag and drop the custom template into the upload box.
Select a language to upload and then select Upload file. Upload as many languages into the folder as needed.
Now when opening the folder, custom templates are available. From the folder name, you can see the number of languages the template exists in and the number of surveys the custom template is linked to. Within the folder, you can access each individual template.
Edit the presentation template
To edit, open, or delete a folder, use the ellipses next to the template name.
Edit folder name and type
Modify as needed and select Update.
Open template folder
Use to see all the customized templates in that folder.
Delete a template folder
If you attempt to delete a folder that is associated with a survey report, this window appears:
If a file isn't associated with a survey report, this confirmation box appears before you can delete the template. This process isn't reversible.
Use your customized PowerPoint with any Glint program
Now that you created a folder and a customized template, your customized presentation can be used for any Glint feedback presentation.
From your admin dashboard, navigate to Survey Programs and choose a survey.
In Program Summary, go to the Reporting tab. All presentation folders available for your Glint programs show in the PowerPoint Export Template dropdown menu. The Glint Default Template is always available.
