Create Custom Questionnaire

Our Custom Questionnaire feature recognizes the challenge of creating the ideal questionnaire, so we've introduced a solution that puts the power in your hands. With our Custom Questionnaire tool, you can create personalized Questionnaires created specifically for your leads.

To start, let's clarify what we mean by a custom questionnaire.

Creating a custom questionnaire allows you to customize questionnaires using our multiple controllers to meet your specific requirements. Once customized, just send the specific questionnaire to your chosen leads.

 If you're interested in learning how to create a custom questionnaire and  we offer a total of 21 controllers, each serving a unique function. If you're unsure how each one operates.

Let's explore the functionality of the Custom Questionnaire,

Custom Questionnaire Table

Title: When creating the questionnaire, the title you provide will be displayed here.

Description: When creating the questionnaire, the description you provide 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

3. Move To Trash: Choosing the "Move to Trash" option removes the questionnaire from the table, but fear not, you can restore it from the "View Trash" option.