How to Use the Questionnaires

Create a questionnaire, send it to a customer and see the results

David Gill avatar
Written by David Gill
Updated over a week ago

TotalCoaching offers you the possibility to create your personalized questionnaires, share them with your customers and consult their answers online.

These questionnaires can be used, for example, to do pre or post training evaluations, or a satisfaction survey.

Create a questionnaire

  1. Click on the 4th icon on the left in the main menu.

2. Click the '+' and enter the title and instructions to answer the questionnaires if necessary. You can also choose to share this quiz with supervisors in your subgroups if you have multiple groups in your account, by checking the option 'Share with supervisors of all my sub-groups'.
3. Then click ' Save and add questions'
4. Click on the '+' to create a new question
5. Choose your type of answer
6. Click Save and add a question to create a new question.
7. Once all your questions have been created, click Save at the top to save everything and return to the summary of your quiz.

Send the questionnaire to the client

  1. Click on Publish Questionnaire at the top of the section

  2. Select the customer (s) to whom this questionnaire will be sent. If you have multiple groups, you can select the entire group as well.

  3. Click Confirm at the top of the section

A message is generated with the link to the questionnaire so that it can be sent to your customers directly. You can also take the link for use in your personal messages to your customers.

Note: you can also add questionnaires to fill out if you want your client to complete a questionnaire as part of account activation (Add my first client). 

See the results

Once the questionnaire has been answered, you will receive a notification via TotalCoaching's messaging system. Click on See the answers.

The answers will open on the left. 

You can print out your clients forms once they've filled them out:

  1. Go to the questionnaire

  2. At the top right, click on 'RESULTS'. You'll see everyone that filled out the form.

  3. Next to your client name, click on the 3 dots on the right to Download and print out his questionnaire results.

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