In the backend you have the possibility to create different individual questionnaires. You can choose between select and free text fields.
Step 1: Open the Lead Forms tab
Now you have the possibility to create a new questionnaire. You also get an overview of questionnaires that have already been created, and can change, copy, or remove them.
Step 2: Click on + Create new
Step 3: Add a title
If your questionnaires differ from fair to fair, it is best to use the name of the fair.
Step 4: Structure your questionnaire
Um Ihren Fragebogen übersichtlich zu gestalten, können Sie verschiedene in verschiedene Unterpunkte gliedern. Nutzen Sie hierfür +Add Group.
Enter your subsections (e.g. Follow-Up; customer information etc.) and then click on save.
Step 5: Create question fields
After you have structured your questionnaire, you can now create the corresponding question fields. To do this, click on +Add Field. (Tip: You can also change the order of the individual outline points later using drag & drop).
Step 6: Create question fields with the Field Editor
First select the appropriate question type via Type. Click on the highlighted down arrow to make a selection. You have the choice between free text or select fields.
Label, Export Key & Placeholder
After you have decided on a question type, now enter the desired field name at Label, e.g. "Interest in". The label indicates how the respective question field is displayed in the app.
The Export Key, on the other hand, indicates how the field will be exported. It is best to enter the appropriate labels from your CRM, e.g. "Interest_in".
If you have selected a free text field, you can also enter a placeholder to further specify the desired question field. This is displayed to your colleagues in the app if the field has not yet been filled in.
Select fields
If you want your colleagues to be able to select several options in the app, you must now activate the check mark at Multiselect. (If you do not check this box, it is a single select query)
If you would like to define this question field as a mandatory question, also set a check mark at Required.
Via +Add Option you have the possibility to specify different answer options. Label also indicates how the option is displayed in the app. Value indicates how the option is exported.
Then click Save. You can make changes here at any time and create additional options, for example.
Step 7: Publish questionnaire
The questionnaire is now saved as a draft. In order to publish it and to make changes visible in the app, you have to click on Publish afterwards. The status then changes from draft to published.
You can also create individual consent forms in the Lead Form Configurator. Click here to get to the instructions.
Once the questionnaire has been configured, you can now link it to your views.