Themes Tab
About the Themes Tab
The Themes tab of the Admin page allows Brand Administrators to create branded dynamic themes for their whole brand to use. With this tool, administrators can create an unlimited number of branded themes, and then restrict who has access to individual themes using permissions. This makes it easier than ever to create beautiful custom themes that comply with your brand’s personal sense of style.
Creating a New Theme
- In the Themes tab, select New Theme.
- Name your theme.
- Go to the General section.
- If desired, create a header. You can click edit beneath the field to open a rich text editor and add font effects, images, and basic HTML.
Qtip: Instead of adding a logo here, wait until you reach the Logo section in Step 13. - If desired, create a footer. You can click edit beneath the field to open a rich text editor and add font effects, images, and basic HTML.
- Choose whether the progress bar is on the top, the bottom, or whatever the default is for the layout the user selects.
- Go to the Style section.
- Select a primary color. This affects different features based on the selected layout, but is generally the color applied to the selected answers, progress bars, and back / next buttons.
Attention: In order to have an accessible survey (with a visible focus indicator that is not only indicated by color), you must use the simple layout. See more on Accessible Survey Themes.
- Choose a font.
- Choose the level of contrast between the colors in the foreground (text, buttons, borders, etc.) and the colors in the background.
- Choose question spacing.
- If desired, add custom CSS. You can click edit to open a larger CSS window to work in.
Qtip: Custom CSS requires programming knowledge to implement. Qualtrics Support does not offer assistance or consultation on custom coding. You can always try asking our community of dedicated users instead.Qtip: Custom CSS added to a theme in the Admin tab is implemented separately from custom CSS added to a survey in the Look & Feel menu. When you apply a dynamic theme to your survey, you won’t see styles from the Admin themes editor show up, but they are still being applied. This also applies to headers and footers.
- Go to the Logo section.
- Upload or select a logo.
- Determine whether this logo is floating (shows exactly as the image is uploaded), or if it is a banner (adding a block of color behind the image).
- Choose the placement of the logo.
- Choose the max height of the logo.
- Determine how the logo will scale on mobile.
- Go to the Background section.
- If you select a Background Type of Color, you will be able to select or enter the hex code for a particular color.
- If you select a Background Type of Photo, you will be able to upload a photo, decide if there’s an Overlay of color over it, and decide the opacity of the overlay.
- Select the Foreground Contrast. This can make text more readable or images appear sharper.
- Go to the Icons section.
- A Favicon is the icon that appears on a tab when the theme is opened.
- The Apple Touch Icon is what will appear if someone bookmarks a survey with this theme, or adds the survey to their home screen.
- The Open Graph Image will appear when texting the survey’s link on some iPhones and Androids, and when sharing the survey link on social media such as Facebook or LinkedIn.
- When finished, click the save icon.
Deleting Themes
You can delete a theme by selecting it from the menu on the left, and then clicking the Delete button on the menu.
Previewing Themes
While building a theme, there are a few options to help you understand how the theme will appear when in use.
Using the dropdown in the upper-right, preview the theme with different layouts.
To see the theme on a desktop vs. mobile device, toggle the icons on the top of the preview.
Setting a Default Theme for the Organization
The default dynamic theme used for new projects can be set by adjusting the order of your themes. The first theme in the list is the default theme for any new project created in your Qualtrics organization.
To make a theme the default, click it, then use the arrows to move the theme to the top of the list.
Only new projects are affected when you change the default theme. Existing projects whose themes haven’t been edited will have the previous default theme.
You can use permissions to determine what themes a user, group type, or division has access to. If the organization’s default theme is disabled for someone, that person’s default theme becomes the next theme in the list. There is no other way to set a different default theme for users, groups, or divisions.
Theme Permissions
Once your theme is saved, you can determine who is allowed to use it by applying permissions on a user, user type, or division level.
Qtip: If the brand’s default theme is disabled for a user at any level, their surveys will be affected as follows:
- Already existing surveys that use the theme will continue to use the theme unless manually changed.
- Newly created surveys will not have access to the default theme and must use a different available theme.
Applying a Branded Theme
Branded themes are applied just like any of the Qualtrics preset themes, using the Look and feel menu.
Branded themes can be added to just about any project you may have access to, including:
- Survey projects
- XM Solutions
- Engagement
- Lifecycle
- Ad Hoc Employee Research
- Pulse
- 360
- Conjoint
- MaxDiff
Please note that not all of these projects are included with every license.