Building and sending a questionnaire
A questionnaire is a few pages of questions your client answers online. Build one from scratch or a template, then send it to a client or a lead.
Every questionnaire you make lands on Work ▸ Questionnaires, ready to use again. Make one from the arrow beside Create job, a job's or a client's Add work, or New questionnaire on that list: pick who it is for, then press Build questions — the builder below opens right there, and Done brings you back. To start from one you already have, use Templates. A prospect or a lead is sent one with Send a questionnaire.
The steps
- Details: its name, a note only your team sees, and the Intro message your client reads first. Sending one, it also says who it goes to and when you need it back.
- One step per page of questions — your client answers them page by page.
- Final message: the title and message your client sees after they submit. Left blank, Vylan says its own thank-you.
Who it goes to
Sending one, Who is this for is A client you have — pick them from the list — or Somebody new: their name and email. Somebody new becomes a prospect when the questionnaire goes out — not a client, until they buy something. Typing an email nobody on your list has offers the same, and an email that already belongs to somebody says so, so nobody is added twice.
Adding questions
Press Add question and pick the kind of answer you want — short text, long text, a number, a money amount, a date, yes or no, a choice from a list, or their name, email, phone, address, SIN or business number. Each is explained in the menu. A heading or a paragraph asks nothing; use them to break up a long page.
Every question is a card: its number, its answer type (click it to change the type), Required, and a ⋮ menu to duplicate it, move it or delete it. Choices are typed right where your client will tick them.
- Show only if… hides a question until an earlier yes/no or choice gets a particular answer.
- Repeating block (in the Add question menu) is a set of questions your client can answer once per dependant, property or vehicle.
- Question bank adds ready-made sets — dependants, rental income, vehicles and more.
Client preview, at the top of the builder, shows your client's whole screen — the intro, the questions and the thank-you — without saving anything.
Responses
Open a questionnaire from Questionnaires to see who it went to and what came back. Export, at the right of the list, emails you that questionnaire's responses as a spreadsheet — one row per client, one column per question. The email has a link to download the file, and the link works for seven days. Owners and administrators can also download any questionnaire's responses from Settings ▸ Security & privacy, under Data & privacy.