diff --git a/apps/web/app/lib/survey-builder.test.ts b/apps/web/app/lib/survey-builder.test.ts
index 535ab1b6ea..b179931fc4 100644
--- a/apps/web/app/lib/survey-builder.test.ts
+++ b/apps/web/app/lib/survey-builder.test.ts
@@ -1,6 +1,5 @@
import { describe, expect, test } from "vitest";
import { TShuffleOption, TSurveyLogic, TSurveyQuestionTypeEnum } from "@formbricks/types/surveys/types";
-import { TTemplateRole } from "@formbricks/types/templates";
import {
buildCTAQuestion,
buildConsentQuestion,
diff --git a/apps/web/app/lib/survey-builder.ts b/apps/web/app/lib/survey-builder.ts
index f255a045f1..5b5340ec6d 100644
--- a/apps/web/app/lib/survey-builder.ts
+++ b/apps/web/app/lib/survey-builder.ts
@@ -19,7 +19,7 @@ import {
TSurveyRatingQuestion,
TSurveyWelcomeCard,
} from "@formbricks/types/surveys/types";
-import { TTemplate } from "@formbricks/types/templates";
+import { TTemplate, TTemplateRole } from "@formbricks/types/templates";
const getDefaultButtonLabel = (label: string | undefined, t: TFnType) =>
createI18nString(label || t("common.next"), []);
@@ -391,6 +391,7 @@ export const buildSurvey = (
name: string;
industries: ("eCommerce" | "saas" | "other")[];
channels: ("link" | "app" | "website")[];
+ role: TTemplateRole;
description: string;
questions: TSurveyQuestion[];
endings?: TSurveyEnding[];
@@ -403,6 +404,7 @@ export const buildSurvey = (
name: config.name,
industries: config.industries,
channels: config.channels,
+ role: config.role,
description: config.description,
preset: {
...localSurvey,
diff --git a/apps/web/app/lib/templates.ts b/apps/web/app/lib/templates.ts
index 46542a1dd6..da6a8ac412 100644
--- a/apps/web/app/lib/templates.ts
+++ b/apps/web/app/lib/templates.ts
@@ -24,6 +24,7 @@ const cartAbandonmentSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.card_abandonment_survey"),
+ role: "productManager",
industries: ["eCommerce"],
channels: ["app", "website", "link"],
description: t("templates.card_abandonment_survey_description"),
@@ -124,6 +125,7 @@ const siteAbandonmentSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.site_abandonment_survey"),
+ role: "productManager",
industries: ["eCommerce"],
channels: ["app", "website"],
description: t("templates.site_abandonment_survey_description"),
@@ -221,6 +223,7 @@ const productMarketFitSuperhuman = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.product_market_fit_superhuman"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.product_market_fit_superhuman_description"),
@@ -295,6 +298,7 @@ const onboardingSegmentation = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.onboarding_segmentation"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.onboarding_segmentation_description"),
@@ -358,6 +362,7 @@ const churnSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.churn_survey"),
+ role: "sales",
industries: ["saas", "eCommerce", "other"],
channels: ["app", "link"],
description: t("templates.churn_survey_description"),
@@ -447,6 +452,7 @@ const earnedAdvocacyScore = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.earned_advocacy_score_name"),
+ role: "customerSuccess",
industries: ["saas", "eCommerce", "other"],
channels: ["app", "link"],
description: t("templates.earned_advocacy_score_description"),
@@ -519,6 +525,7 @@ const usabilityScoreRatingSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.usability_score_name"),
+ role: "customerSuccess",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.usability_rating_description"),
@@ -644,6 +651,7 @@ const improveTrialConversion = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.improve_trial_conversion_name"),
+ role: "sales",
industries: ["saas"],
channels: ["link", "app"],
description: t("templates.improve_trial_conversion_description"),
@@ -745,6 +753,7 @@ const reviewPrompt = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.review_prompt_name"),
+ role: "marketing",
industries: ["saas", "eCommerce", "other"],
channels: ["link", "app"],
description: t("templates.review_prompt_description"),
@@ -823,6 +832,7 @@ const interviewPrompt = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.interview_prompt_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.interview_prompt_description"),
@@ -850,6 +860,7 @@ const improveActivationRate = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.improve_activation_rate_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["link"],
description: t("templates.improve_activation_rate_description"),
@@ -940,6 +951,7 @@ const employeeSatisfaction = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.employee_satisfaction_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["app", "link"],
description: t("templates.employee_satisfaction_description"),
@@ -1017,6 +1029,7 @@ const uncoverStrengthsAndWeaknesses = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.uncover_strengths_and_weaknesses_name"),
+ role: "productManager",
industries: ["saas", "other"],
channels: ["app", "link"],
description: t("templates.uncover_strengths_and_weaknesses_description"),
@@ -1070,6 +1083,7 @@ const productMarketFitShort = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.product_market_fit_short_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.product_market_fit_short_description"),
@@ -1106,6 +1120,7 @@ const marketAttribution = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.market_attribution_name"),
+ role: "marketing",
industries: ["saas", "eCommerce"],
channels: ["website", "app", "link"],
description: t("templates.market_attribution_description"),
@@ -1136,6 +1151,7 @@ const changingSubscriptionExperience = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.changing_subscription_experience_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.changing_subscription_experience_description"),
@@ -1178,6 +1194,7 @@ const identifyCustomerGoals = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.identify_customer_goals_name"),
+ role: "productManager",
industries: ["saas", "other"],
channels: ["app", "website"],
description: t("templates.identify_customer_goals_description"),
@@ -1207,6 +1224,7 @@ const featureChaser = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.feature_chaser_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.feature_chaser_description"),
@@ -1245,6 +1263,7 @@ const fakeDoorFollowUp = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.fake_door_follow_up_name"),
+ role: "productManager",
industries: ["saas", "eCommerce"],
channels: ["app", "website"],
description: t("templates.fake_door_follow_up_description"),
@@ -1288,6 +1307,7 @@ const feedbackBox = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.feedback_box_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.feedback_box_description"),
@@ -1357,6 +1377,7 @@ const integrationSetupSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.integration_setup_survey_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.integration_setup_survey_description"),
@@ -1429,6 +1450,7 @@ const newIntegrationSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.new_integration_survey_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.new_integration_survey_description"),
@@ -1460,6 +1482,7 @@ const docsFeedback = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.docs_feedback_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "website", "link"],
description: t("templates.docs_feedback_description"),
@@ -1499,6 +1522,7 @@ const nps = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.nps_name"),
+ role: "customerSuccess",
industries: ["saas", "eCommerce", "other"],
channels: ["app", "link", "website"],
description: t("templates.nps_description"),
@@ -1539,6 +1563,7 @@ const customerSatisfactionScore = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.csat_name"),
+ role: "customerSuccess",
industries: ["saas", "eCommerce", "other"],
channels: ["app", "link", "website"],
description: t("templates.csat_description"),
@@ -1707,6 +1732,7 @@ const collectFeedback = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.collect_feedback_name"),
+ role: "productManager",
industries: ["other", "eCommerce"],
channels: ["website", "link"],
description: t("templates.collect_feedback_description"),
@@ -1853,6 +1879,7 @@ const identifyUpsellOpportunities = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.identify_upsell_opportunities_name"),
+ role: "sales",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.identify_upsell_opportunities_description"),
@@ -1882,6 +1909,7 @@ const prioritizeFeatures = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.prioritize_features_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.prioritize_features_description"),
@@ -1934,6 +1962,7 @@ const gaugeFeatureSatisfaction = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.gauge_feature_satisfaction_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.gauge_feature_satisfaction_description"),
@@ -1967,6 +1996,7 @@ const marketSiteClarity = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.market_site_clarity_name"),
+ role: "marketing",
industries: ["saas", "eCommerce", "other"],
channels: ["website"],
description: t("templates.market_site_clarity_description"),
@@ -2008,6 +2038,7 @@ const customerEffortScore = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.customer_effort_score_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app"],
description: t("templates.customer_effort_score_description"),
@@ -2039,6 +2070,7 @@ const careerDevelopmentSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.career_development_survey_name"),
+ role: "productManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.career_development_survey_description"),
@@ -2125,6 +2157,7 @@ const professionalDevelopmentSurvey = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.professional_development_survey_name"),
+ role: "productManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.professional_development_survey_description"),
@@ -2212,6 +2245,7 @@ const rateCheckoutExperience = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.rate_checkout_experience_name"),
+ role: "productManager",
industries: ["eCommerce"],
channels: ["website", "app"],
description: t("templates.rate_checkout_experience_description"),
@@ -2288,6 +2322,7 @@ const measureSearchExperience = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.measure_search_experience_name"),
+ role: "productManager",
industries: ["saas", "eCommerce"],
channels: ["app", "website"],
description: t("templates.measure_search_experience_description"),
@@ -2364,6 +2399,7 @@ const evaluateContentQuality = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.evaluate_content_quality_name"),
+ role: "marketing",
industries: ["other"],
channels: ["website"],
description: t("templates.evaluate_content_quality_description"),
@@ -2441,6 +2477,7 @@ const measureTaskAccomplishment = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.measure_task_accomplishment_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "website"],
description: t("templates.measure_task_accomplishment_description"),
@@ -2623,6 +2660,7 @@ const identifySignUpBarriers = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.identify_sign_up_barriers_name"),
+ role: "marketing",
industries: ["saas", "eCommerce", "other"],
channels: ["website"],
description: t("templates.identify_sign_up_barriers_description"),
@@ -2774,6 +2812,7 @@ const buildProductRoadmap = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.build_product_roadmap_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["app", "link"],
description: t("templates.build_product_roadmap_description"),
@@ -2808,6 +2847,7 @@ const understandPurchaseIntention = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.understand_purchase_intention_name"),
+ role: "sales",
industries: ["eCommerce"],
channels: ["website", "link", "app"],
description: t("templates.understand_purchase_intention_description"),
@@ -2863,6 +2903,7 @@ const improveNewsletterContent = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.improve_newsletter_content_name"),
+ role: "marketing",
industries: ["eCommerce", "saas", "other"],
channels: ["link"],
description: t("templates.improve_newsletter_content_description"),
@@ -2953,6 +2994,7 @@ const evaluateAProductIdea = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.evaluate_a_product_idea_name"),
+ role: "productManager",
industries: ["saas", "other"],
channels: ["link", "app"],
description: t("templates.evaluate_a_product_idea_description"),
@@ -3055,6 +3097,7 @@ const understandLowEngagement = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.understand_low_engagement_name"),
+ role: "productManager",
industries: ["saas"],
channels: ["link"],
description: t("templates.understand_low_engagement_description"),
@@ -3140,6 +3183,7 @@ const employeeWellBeing = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.employee_well_being_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.employee_well_being_description"),
@@ -3189,6 +3233,7 @@ const longTermRetentionCheckIn = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.long_term_retention_check_in_name"),
+ role: "peopleManager",
industries: ["saas", "other"],
channels: ["app", "link"],
description: t("templates.long_term_retention_check_in_description"),
@@ -3297,6 +3342,7 @@ const professionalDevelopmentGrowth = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.professional_development_growth_survey_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.professional_development_growth_survey_description"),
@@ -3346,6 +3392,7 @@ const recognitionAndReward = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.recognition_and_reward_survey_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.recognition_and_reward_survey_description"),
@@ -3394,6 +3441,7 @@ const alignmentAndEngagement = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.alignment_and_engagement_survey_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.alignment_and_engagement_survey_description"),
@@ -3442,6 +3490,7 @@ const supportiveWorkCulture = (t: TFnType): TTemplate => {
return buildSurvey(
{
name: t("templates.supportive_work_culture_survey_name"),
+ role: "peopleManager",
industries: ["saas", "eCommerce", "other"],
channels: ["link"],
description: t("templates.supportive_work_culture_survey_description"),
diff --git a/apps/web/modules/survey/components/template-list/components/template-filters.test.tsx b/apps/web/modules/survey/components/template-list/components/template-filters.test.tsx
index 158fe80f11..035ba9a088 100644
--- a/apps/web/modules/survey/components/template-list/components/template-filters.test.tsx
+++ b/apps/web/modules/survey/components/template-list/components/template-filters.test.tsx
@@ -32,13 +32,7 @@ describe("TemplateFilters", () => {
test("renders all filter categories and options", () => {
const setSelectedFilter = vi.fn();
- render(
-