Create a questionnaire

Overview

In Questionnaires you create the questions you want to ask your clients: weekly feedback, check-ins, sign-ups, whatever you need.

Steps

1. Open Questionnaires, click Create questionnaire, and choose the type: Manual, Automatic, or Check-in.
2. Write the Title and, if you like, a Description, which the client sees.
3. With Add question, choose the answer type and write the question. Turn on Required when an answer is needed.
4. To show a question only after a certain answer, use Show only if.
5. Try it in Preview and click Save. The questionnaire becomes Active.

Question types

There are 13 types: Short text, Long text, Number, Email, Phone, Single choice, Multiple choice, Dropdown, Scale, Stars, Date, Time, and Files.

Next steps

To choose how the questionnaire reaches your clients, see Send questionnaires. To analyze submissions, see View and export responses.