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How to Set Up Survey Questionnaires?

How to create survey questionnaire? How to update survey questionnaire? How to delete survey questionnaire?

Updated over 2 years ago

The Survey tool in FastVisa is used by immigrants to request immigration services from law firms.

Setup Survey Questionnaire (1)
Setup Survey Questionnaire (2)
Setup Survey Questionnaire (3)
Setup Survey Questionnaire (4)

Managing and customizing your Surveys is simple with these steps:

  1. Access the Admin Settings menu and click on "Questionnaire" in the left sidebar.

  2. To create a new Survey, Click on the "Blank" and set up all the necessary fields within it.

  3. Easily view the survey questionnaire that has been created before by clicking on the desired Questionnaire details.

  4. Within the Survey View, update the details as needed. Utilize the Search field to find specific fields you want to add.

  5. Add new fields by clicking on the input(s) in the right sidebar, and they will automatically appear below the existing fields in the Survey.

  6. Preview the Survey by clicking the Eye icon on the top right corner of the Survey.

  7. When you are ready to publish the new Survey or any changes you've made, simply tick the checkbox labeled "Publish."

  8. Update any section of an existing field in the Survey by clicking on it, and it will become editable.

  9. Organize the Survey by dragging and moving sections to different parts within it, arranging the order as you desire.

  10. Choose from various data types to customize the fields according to your needs.

  11. Mark a field as required by switching the "Required" toggle to the "on" position, ensuring clients must fill it out.

  12. Remove any sections that are not suitable for your Survey template by clicking the Delete icon.

  13. To delete the entire Questionnaire, click on "Delete Questionnaire."

With these user-friendly features, you can create, edit, and manage your Survey templates efficiently to facilitate immigration requests from your clients.

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