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Adding and sending a questionnaire to a lead or shoot
Adding and sending a questionnaire to a lead or shoot

How to add a questionnaire to a lead or shoot and send it to your client

Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

A Questionnaire allows you to build dynamic online forms for various uses in your business. They can be used for collecting information for an upcoming shoot, details for a wedding day, or survey results from your past clients. 

A questionnaire can be public or private: 

  • Public questionnaires can be viewed by anyone with a link to the questionnaire and can have many responses. (Note, Public Questionnaires are only available on the Pro and Unlimited plans).

  • Private questionnaires are attached to and sent out from a lead or shoot and can only have one response (but can be updated many times).

There are three ways to add a questionnaire for a lead or shoot: 

  1. Go to the Lead or Shoot > Overview page, click the "Quick Actions" button at the top of the page, and click the "Add Questionnaire" button. 

  2. Go to the Lead or Shoot > Questionnaires page and click the "Add Questionnaire" button at the top of the page.

  3. Send a questionnaire as a step in a workflow and apply the workflow to the lead or shoot. 

In the "Add Questionnaire" modal, you can copy a template questionnaire by choosing one from the "Templates" menu in the top left corner, or you can create a new questionnaire by adding new fields to the questionnaire at the bottom of the page. 

Go to Settings > Communication > Questionnaire Templates to create and manage your template questionnaires.

How your client gets the questionnaire

Your client can get the questionnaire in two ways: 

  1. You can send the link to them manually after you add it to their lead or shoot. 

  2. They can see and access it in their client portal once it's been added to their lead or shoot.

How you can manage the questionnaire after it's added

On the Lead or Shoot > Questionnaires page, when a questionnaire is unanswered, it will appear in the "Unanswered" section. When a questionnaire is unanswered, you can: 

  • Edit the questionnaire by clicking the "Edit" button. 

  • View the live questionnaire (and copy the link) by clicking the "View" icon. 

  • Email your client a link to the questionnaire by clicking the "Email" icon. 

  • Trash the questionnaire by clicking the "Trash" icon. 

Once the questionnaire is answered, a new prompt for "Response" will appear, allowing you to view the response. You can also click the green "Yes" badge from the Questionnaires list page to view the response.

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