Custom questionnaire

Created by Emily A, Modified on Tue, 23 Sep at 7:57 PM by Emily A

Creating Customized Questionnaires – Your Lead Insights, Made Easy

Think of the Questionnaire section as your lead whisperer—helping you understand your prospects without the guesswork. From detailed surveys to quick feedback forms, this is where you craft questions that actually get answers.
No more generic forms or unanswered surveys. Here, you can design, customize, and deploy questionnaires that connect with your leads—fast, organized, and stress-free.

What You Can Do Here

Build & customize questionnaires to fit your exact needs.
Choose how questions appear, like one page per question.
Access and edit questionnaires instantly—no hunting through menus.
Engage your leads with forms that capture meaningful responses every time.

Pro tip: Treat your Questionnaire section like your lead radar—keep it sharp and up-to-date, and you’ll always know exactly what your prospects are thinking.

All questions on a single page – Display all your questions together at once, giving your leads a full view of the survey.
Select your preferred layout – Once you’ve chosen how questions appear, move on to the Creation page.
Start building your questionnaire – Begin adding questions, options, and customizations according to your chosen format.

Pro tip: Think of this step as setting the stage—your layout choice shapes the whole lead experience, so pick wisely!

On the Creation Page

Title – Give your custom template a title. This is mandatory, so your questionnaire always has a clear identity.
Description – Add a description to explain the purpose or context of your template.
Preview – Click the eye icon to instantly see how your questions will appear to respondents.

Pro tip: Treat the preview as your dress rehearsal—seeing it before sending ensures a smooth, polished experience for your leads.

Bringing Your Questionnaire to Life

Introduction – Start strong by adding an introduction. It sets the tone and helps lead understand the purpose of the questionnaire.
Add Questions – Use the controllers on the left side to add questions. Drag and drop them into place or simply click to insert easy and flexible.
Thank You Card – End on a positive note by showing a thank-you message to your lead once the questionnaire is complete.
Save Your Work – Don’t forget the final step: hit Save to lock in all your changes.

Pro tip: Think of this process like hosting an event—welcome your guests with an intro, engage them with great questions, thank them warmly, and always make sure everything’s recorded.

Quick Actions on Any Page

You’ll find these handy controls on the left side, ready whenever you need them:

Reset – Clear the current page and start fresh.
Delete – Remove a page you no longer need.
Save – Secure your progress by saving the page.
Cancel – Discard changes you don’t want to keep.

Pro tip: Think of these as your control buttons—use them wisely to keep your questionnaire clean, organized, and mistake-free.

Controller Functions – Power at Your Fingertips

Every controller you select comes with its own set of actions to shape your questionnaire exactly the way you want:

Mark as Required – Enable the Required option to make a question mandatory. Leads can’t submit without answering it.
Reset – Clear previously entered information with a single click.
Save – Lock in your question by clicking the tick mark.
Edit – Update or fine-tune your questions anytime.
Move – In the All Questions on Single Page format, shift questions to another page with the Move option.
Duplicate – Quickly copy an existing question instead of creating it from scratch.
Delete – Remove a question (a reason will be asked before final deletion).
View Trash – Accidentally deleted something? Recover it easily from the trash at the bottom right.

Radio Button – For Single-Choice Questions

Radio buttons let your leads pick just one option from a group.

Here’s how to set them up:

Type your question into the Question box.
Enter the answer choices you want to provide.
Use the Add Other Field option to let users type in their own custom response.

Pro tip: Think of radio buttons as your decision-makers—when you want a clear, one-choice-only answer, they’re your go-to tool

Checkbox – The Freedom of Multiple Choices

Checkboxes are all about flexibility. Instead of limiting users to a single response, they can pick as many options as they want perfect for when one answer just isn’t enough.
No confusion, no restrictions—just clear, simple choices that fit every need.

What You Can Do Here

Select “Checkbox” from the Controllers to add it.
Type your question in the provided field.
Add the list of options for users to choose from.
Use the “Other” field if you want users to add their own response.

Pro Tip: Keep your list focused—fewer, more relevant choices lead to better answers

Dropdown (Single) – One Choice, Neatly Packed

Dropdown Single keeps things simple and tidy. Instead of showing every option upfront, it neatly tucks them away in a dropdown menu—letting users pick just one. Clean, compact, and perfect when space matters.

What You Can Do Here

Select “Dropdown Single” from the Controllers
Type your question in the provided field.
Add the list of options for users to choose from.
Use the “Other” field if you want to allow custom responses.

Pro Tip: Use Dropdown Single when you’ve got a long list of choices—it keeps your form uncluttered and easy to navigate.

Dropdown (Multi) – Many Picks, One Menu

Dropdown Multi gives users the best of both worlds: a compact menu that saves space and the flexibility to choose more than one option. It’s neat, efficient, and perfect when single answers just won’t cut it.

What You Can Do Here

Select “Dropdown Multi” from the Controllers.
Type your question in the provided field
Add the list of options for users to choose from.
Use the “Other” field to let users add custom responses.

Pro Tip: Use Dropdown Multi when you expect varied responses—like skills, interests, or preferences but keep the list manageable so users don’t feel lost.

Add Image – Visual Choices Made Simple

Sometimes words aren’t enough—images can speak louder and make decisions clearer. With Add Image, you turn multiple-choice questions into a visual experience, letting users pick options by looking, not just reading.

What You Can Do Here

Select “Add Image” from the Controllers
Type your question in the provided field.
Add image choices for users to select.
Upload images from your computer or paste image URLs
Use the “Other” field if you want to allow additional responses with an image.
Choose between single or multiple selections

Pro Tip: Use Add Image when visuals explain better than text—great for product comparisons, design choices, or creative ideas.

Rating Scale – Measure Opinions with Precision

When a simple “yes” or “no” isn’t enough, Rating Scale steps in. It lets users express how strongly they feel about something, whether it’s satisfaction, preference, or performance. With flexible formats like numbers, smileys, or stars, you can capture feedback in a way that makes sense for your audience.

What You Can Do Here

Select “Rating Scale” from the Controllers.
Type your question in the provided field.
Choose the type of scale you want to use.

If you choose the Likert Scale

Set a rating scale (e.g., 0 to 10) to capture responses across two extreme ranges.
Pick how it’s displayed—Numbers, Smileys, or Stars.
Define the lowest and highest values in the scale dropdown.
Optionally, label the lowest and highest points (e.g., “Poor” to “Excellent”).

If you choose Weighted Choice

Select a display format—Numbers, Smileys, or Stars.
Enter your choices in the label text boxes.
Assign weight (numeric values) to each choice.
Add more options with “+” or remove with “X.”
Decide whether to show the scale vertically or horizontally.

Pro Tip: Match the scale style to your audience—stars work best for quick ratings, numbers for precise scoring, and smileys for casual feedback.

Slider Scale – Responses That Slide with Ease

The Slider Scale turns answering into a smooth, interactive experience. Instead of choosing from fixed options, users simply drag a slider along a scale to share their response—making it precise, visual, and easy to understand.

What You Can Do Here

Select “Slider Scale” from the Controllers.
Type your question in the provided field.
Choose the display format—Numbers or Percentages.
Set the Start Value for the scale.
Set the End Value for the scale.

Define the Initial Position of the slider.

Enter the Step Value to control increments.
Add labels for the left, middle, and right points (optional).

Pro Tip: Use the slider for questions where nuance matters—like satisfaction, effort, or intensity—so responses feel natural and engaging.

Form – Collect the Right Details Every Time

Forms are the backbone of data collection. With the Form controller, you decide exactly which fields to include and which ones must be filled out. It’s flexible, structured, and ensures you always capture the information you need.

What You Can Do Here

Select “Form” from the Controllers.
Choose the fields you want to include (e.g., First Name, Last Name, Email, Phone Number, Company, Address, State, City, Zip Code, Country)
Mark specific fields as Required so users can’t submit without completing them.

Pro Tip: Keep forms short and focused—asking only what’s essential increases completion rates and improves data accuracy.

Matrix Choice (One Answer) – Clear, Structured Selections

Matrix Choice (One Answer) works best when you need organized feedback but want to limit responses to just one choice per row. It keeps answers neat and ensures clarity across multiple items in a grid.

What You Can Do Here

Select “Matrix Choice (One Answer)” from the Controllers.
Type your question in the provided field.
Add answer choices for each item in the grid.

Pro Tip: Use this option when you want quick comparisons—like satisfaction ratings or priority rankings—without overwhelming your respondents.

Matrix Choice (Multiple Answer) – Multiple Picks in a Grid

When one response isn’t enough, Matrix Choice (Multiple Answer) lets respondents select more than one option for each row in a grid. It’s structured, flexible, and ideal for capturing detailed feedback across multiple items.

What You Can Do Here

Select “Matrix Choice (Multiple Answer)” from the Controllers.
Type your question in the provided field.
Add answer choices for each item in the grid.

Pro Tip: Keep your grid balanced—too many rows or columns can feel overwhelming. A clean layout helps respondents give better answers.

Matrix Rating Scale – Measure Across Multiple Items

The Matrix Rating Scale makes it easy to gather structured feedback on several items at once. Instead of asking the same question repeatedly, you place items in rows and let respondents rate them side by side—clear, efficient, and perfect for comparisons.

What You Can Do Here

Select “Matrix Rating Scale” from the Controllers.
Type your question in the provided field.
Choose a rating type—Likert Scale or Weighted Choice.

If you choose the Likert Scale

Set a scale (e.g., 0–10) to capture responses across two extremes.
Enter answer choices in the box, or use Individual Textboxes for Each Choice to add them separately.
Add more choices with “+” or remove with “X.”
Label the lowest and highest ranges (optional).

If you choose Weighted Choice

Enter answer choices in the box, or use Individual Textboxes for Each Choice to add them separately.
Assign weights to each choice in the weight boxes.
Add more options with “+” or delete with “X.”
Select the scale format you prefer.
Label the lowest and highest ranges (optional).
Use the “Other” field if you want to capture additional responses.

Pro Tip: Keep the scale format consistent across rows—mixing styles can confuse respondents and affect the quality of results.

Matrix Dropdown – Compare with Dropdown Ease

The Matrix Dropdown question type is designed for structured comparisons. It lets respondents evaluate multiple items using the same set of measurements, with dropdown menus in each cell for simple, space-saving selections.

What You Can Do Here

Select “Matrix Dropdown” from the Controllers.
Type your question in the provided field.
Add row labels to define the items being measured
Add column labels to set the criteria for measurement.
For each column, provide dropdown choices by typing them in (one per line).
Use “+” to add more options or “X” to remove them.

Pro Tip: Keep dropdown choices consistent across columns—this makes it easier for respondents to compare and answer quickly.

Short Answer – Quick and Concise Responses

Short Answer lets respondents provide brief text or a mix of text and numbers. It’s perfect for capturing focused input without overwhelming users.

What You Can Do Here

Select “Short Answer” from the question types.
Type your question in the provided field.
Keep answers within the 150-character limit.

Pro Tip: Make your question clear and concise—short, direct questions lead to better, more meaningful response

Long Answer – Detailed Responses Made Easy

Long Answer lets respondents provide extended text, making it ideal for detailed feedback, explanations, or comments. It allows more space while keeping answers structured.

What You Can Do Here

Select “Long Answer” from the question types.
Type your question in the provided field.
Keep responses within the 500-character limit.

Pro Tip: Even with more space, make your question precise—clear prompts help users

Email – Capture Contact Information

The Email question type collects respondents’ email addresses quickly and accurately. It ensures you have a reliable way to follow up or communicate results.

What You Can Do Here

Select “Email” from the question types.
Include the question prompt for respondents to enter their email address.

Pro Tip: Make the field required if email follow-up is essential—this ensures no responses are missed.

Phone Number – Gather Contact Details

The Phone Number question type captures respondents’ phone numbers accurately, making it easy to follow up or verify responses.

What You Can Do Here

Select Phone Number from the question types.
Include the question prompt for respondents to enter their phone number.

Pro Tip: Make the field required if follow-up calls are important—this ensures you collect all necessary contact information.

Date and Time – Capture Moments Accurately

The Date/Time question type lets respondents select a specific date from a calendar, ensuring precise input for scheduling, deadlines, or events

What You Can Do Here

Select “Date/Time” from the question types.
Type your question in the provided field.
Choose the date format from the Format list.
Set a date range to restrict selections to specific dates.
Click next to the calendar to adjust options based on your date preferences.

Pro Tip: Use a date range when you want to guide respondents—this keeps answers relevant and avoids invalid entries.

File Upload – Collect Documents Effortlessly

The File Upload question type allows respondents to submit files directly through your questionnaire. It’s perfect for collecting documents, images, or any other required files.

What You Can Do Here

Select “File Upload” from the question types.
Specify the type of files you want respondents to upload.

Pro Tip: Limit the file types and sizes to ensure submissions are compatible and manageable.

File Upload – Supported File Types

When using the File Upload question type, you can control which types of files respondents can submit. This ensures submissions are compatible and organized.

What You Can Do Here

Text Documents: .txt, .rtf, .doc, .doc
Spreadsheets: .xls, .xlsx, .csv
Presentations: .ppt, .pptx, .pdf
Images: .jpg, .jpeg, .png, .gif
Archives/Compressed Files: .zip, .rar

Pro Tip: Clearly communicate the allowed file types to respondents—this avoids submission errors and keeps your data collection smooth.