Default questionnaire

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:46 PM by Emily A

Our default template feature offers a selection of ready-to-use questions to save you time in crafting the questionnaire. But we also value flexibility! Feel free to modify, or replicate these default questions to meet your specific needs.

Firstly, let's define what a default questionnaire is.

A default questionnaire comprises pre-made questions provided by IntoAEC, offering users a ready-to-use option.

Let's explore the functionality of the default template,

On that page, you'll discover the default questionnaire provided by us, presented in the table 

In Default Questionnaire Table

Title: The title of the default template will be displayed here.

Description:  The description will be displayed here.

Show/Hide

  • Show: By enabling this option in the template center, your questionnaire becomes visible when selecting the send questionnaire in the discovery phase, allowing it to be sent to leads.

    • This ensures that your questionnaire is readily available for engagement.

  • Hide: Alternatively, opting to hide the questionnaire in the template center ensures it remains unseen when selecting to send a questionnaire

 By clicking this

  1. Edit: You'll be directed to edit the questionnaire first, and then you can click "Save" to save the changes.

  2. Duplicate: Duplicate the same questionnaire, Just remember to provide a name for the duplicated questionnaire

And there you have it!  If you're feeling energetic and want to keep things interesting for your leads, we've got you protected!

Dive into the world of custom questionnaires and let your creativity run wild. 

Have fun exploring and creating, and remember, we're always here to help if you need it. 

Happy questionnaire-ing!"

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article