Custom questionnaire

Creating Customized Questionnaire for Your Leads: A Guide to Controller Functionality

Ready to start creating a custom questionnaire? Whatever your requirements, we have all the tools and plenty of choices to make your Questionnaire creation a smooth process. 

This article will guide you through the process! 

Here are the steps to create your custom Questionnaire

Procedure

1. Log in to your IntoAEC account 

2. Navigate to > Side menu> template center> questionnaire and click Create New 

3. Choose between the options provided:

   • "One page per question": Each question will appear on its separate page.

   • "All questions on a single page": All questions will be displayed together on one page.

4. After selecting your preferred option, proceed to the Creation page.

5. You can now begin creating your questionnaire according to your chosen format.

In Creation page

1. Title:  It's mandatory to provide a title for the custom template.

2. Description: Description for the custom template

3. Preview: Click the “Eye icon ” to quickly see how the question will look for the respondent.

Introduction: Begin the questionnaire with an introduction

Click the controllers: you'll find the "Add Question" option on the left side. From there, you can drag and drop or simply click on the controllers available on the page.

Thank you:  Once the questionnaire is completed, you can present a thank you card to the lead on the final page of the questionnaire.

After completing the questionnaire, click on "Save": Once you've finished remember to click on "Save" 

You can execute these functions on any page, and they are situated on the left side.

• Reset:  Reset the pages of questionnaire .

• Delete: Delete the page of questionnaire.

• Save: Save the questionnaire page

• Cancel: Unsave the questionnaire page.

For every controller you select, you'll be able to perform this type of functionality.

1. Enable the "Required" option for Mandatory questions. 

   1. If a question is marked as required, the lead cannot submit the questionnaire without responding to it.

2. Clicking "Reset" clears previously entered information.

3. Save questions by clicking the tick mark.

4. Edit questions using the edit option.

5. In the "All Questions on Single Page" format, you'll find the "Move" option. While creating the questionnaire, you can relocate questions to another page.

6. Duplicate questions by selecting the duplicate option.

7. When deleting questions, provide a reason.

   1. If you accidentally remove a question, don't worry! You can find it again using the view trash option at the bottom right. 

Radio Button

Radio buttons help users select only one option from a group of options.

After selecting the "Radio Button" option from the list of controllers, you can:

1. Type your question in the Question box.

2. Enter the choices available for users to select from.

3. Use the "Add Other Field" option to include an extra field where users can provide additional responses.

Checkbox

Checkboxes let users choose multiple options from a list of choices.

1. Select Checkbox: Pick "Checkbox" from the Controllers.

2. Enter Question: Type your question in the provided box.

3. List Choices: Add available options for users to select.

4. Extra Field: Use "Add Other Field" for additional user responses.

Dropdown (Single)

Dropdown Single allows users to pick one option from a list presented in a dropdown menu.

1. Choose Dropdown Single: Select it from the Controllers.

2. Ask Question: Type your question.

3. Provide Choices: Enter available options for users.

4. Additional Field: Include extra responses using "Add Other Field."

Dropdown (Multi)

Dropdown Multi lets users select multiple options from a dropdown menu.

1. Select Dropdown Multi: Choose it from the Controllers.

2. Ask Question: Type your question.

3. List Choices: Enter available options.

4. Extra Field: Add another field for more responses.

Add Image

This question type uses images instead of text for multiple-choice questions.

1. Select "Add Image" from the Controller: Choose this option.

2. Enter Question: Type your question in the provided box.

3. Add Image Choices: Include picture choices for users to select.

4. Upload or Paste URL: You can upload images from your computer or paste image URLs.

5. Add Other Field" provides an option to include an additional field in which users can provide  with image

6. Single or Multi-selection: Choose whether users can select only one or multiple options.

Rating scale 

Rating Scale in the Controllers 

1. In the Question box, type your question. 

2. In the Answer section, 

 Select the scale you want to use.

If you click the Likert scale: 

The Likert scale allows the respondent to give a rating on a scale from 0 to 10. It is ideal for questions that require a scale that shows two extreme ranges. 

If you click Weighted choice: 

The weighted choice question type allows respondents to select a rating from a range of answer choices. Each choice has a label and a rating weightage assigned to it, so participants can choose an answer between two extreme options. 

1. In the Representation  select Numbers, Smileys, Star

Numbers:
In the label text boxes, type the choices you want to make available to respondents.

1. In the Weight boxes, assign numbers.

2. To add more choices, click +. 

3. To delete a row, click X.

4. Click Vertical or Horizontal to select the choice display format.

Smileys 

1. In the label text boxes, type the choices you want to use.

2. In the Weight boxes, assign numbers.

3. To add more choices, click +. 

4. To delete a row, click X.

5. Click Vertical or Horizontal to select the choice display format.

Stars

1. In the label text boxes, type the choices you want to use.

2. In the Weight boxes, assign numbers.

3. To add more choices, click +. 

4. To delete a row, click X.

5. Click Vertical or Horizontal to select the choice display format.

Slider Scale

 Users provide values by sliding a slider.

Steps:

• Choose "Slider Scale" from the Controllers: Select this option.

• Enter Question: Type your question.

• Select Display Format: Choose between displaying values as numbers or percentages.

• Define Values:

  • Start Value: Enter the starting value.

  • End Value: Input the ending value.

  • Initial Position: Specify the initial slider position.

  • Step Value: Define the increment value.

• Add Labels: Name the left, middle, and right labels if desired

Form

The Controller Form allows users to define which fields are required when filling out forms.

Steps 

• Choose "Form" from the Controllers: Select this option.
• Choose Fields – Pick fields such as First Name, Last Name, Email, Phone Number, Company, Address, State, City, Zip Code, and Country. 
• Set Required Fields – Click the boxes next to the fields you want to make mandatory. 

Matrix Choice (One Answer)

Respondents select one answer for each item in a grid.

Steps:

• Choose "Matrix Choice (One Answer)" from the Controllers: Select this option.

• Enter Question: Type your question.

• Provide Answer Choices: Add choices for each item in the grid.

Matrix Choice (Multiple Answer)

Description: Respondents can select multiple answers for each item in a grid.

Steps:

• Choose "Matrix Choice (Multiple Answer)" from the Controllers: Select this option.

• Enter Question: Type your question.

• Provide Answer Choices: Add choices for each item in the grid.

Matrix Rating Scale

Respondents rate multiple items within a single question.

Steps:

• Choose "Matrix Rating Scale" from the Controllers

• Enter Question: Type your question.

• Select Rating Type: Choose between Likert scale or weighted choice.

  • Likert scale: The Likert scale allows the respondent to give a rating on a scale from 0 to 10. It is ideal for questions that require a scale that shows two extreme ranges. 

    1. In the Answer section, 

    2. if you’re inputting the choices in the Answer box, make sure you type in each choice separately  

    3. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. 

    4. Click + to add more boxes, and click X to delete choices. 

    5. select the scale you want to use.

    6. In the Column labels field, name the lowest and the highest ranges. This is not a mandatory field. 

  • Weighted Scale: The weighted choice question type allows respondents to select a rating from a range of answer choices. Each choice has a label and a rating weightage assigned to it, so participants can choose an answer between two extreme options. 

    1.  In the Answer section, 

    2. if you’re inputting the choices in the Answer box, make sure you type in each choice separately  

    3. If you want to add choices separately, click Individual Textboxes for Each Choice right above the Answer box, and start adding choices. Click + to add more boxes, and click X to delete choices. 

    4. In the Weight boxes, assign numbers.

    5. select the scale you want to use.

    6. In the Column labels field, name the lowest and the highest ranges. This is not a mandatory field. 

    7. Add Other Field" provides an option to include an additional field in which users can provide responses

Matrix Dropdown 

The Matrix Dropdown question type helps the respondents to analyze various items with the same set of measurements by selecting from a list of choices.  

Click the Matrix Dropdown in the question types

1. In the Answer section, you need to add choices in the following sections:
   
   

   1. In the Row labels boxes, type in the names of the rows

   2. In the Column labels boxes, type in the names of the columns. 

      1. In the Column labels section, click to provide the dropdown choices.

      2. In the box that appears, type in each dropdown choice on a separate line. 

      3. Click + to add more boxes, and click X to delete choices.  

Short Answer

The Short Answer question type enables respondents to input short text or a mix of text and numbers.

Click Short Answer in the question types

In the Question box, type your question. 

The character limit for short answers is 150.

Long Answer

The Short Answer question type enables respondents to input short text or a mix of text and numbers.

Click Long Answer in the question types

In the Question box, type your question. 

The character limit for short answers is 500.

Email :

Collects respondent's email addresses.

Phone Number

Collects respondent's phone numbers.

Date and Time

The Date/Time question type prompts the respondent to select a date from the calendar as their response.

1. In the Question box, type your question. 

2. Select the date format you want to use in the Format list.

3. Select  a date range in the Date Range section for the respondents to select a date within a specified range

   1. Click next to the calendar to choose an option based on your date preferences.

File upload

You can let responders upload various types of files in your Questionnaire. 

Select the type of file you wish to receive from the respondent.

Condition for File upload:

Types of files:

• Text Documents:

  • Plain Text (.txt)

  • Rich Text Format (.rtf)

  • Microsoft Word (.doc, .docx)

• Spreadsheets:

  • Microsoft Excel (.xls, .xlsx)

  • Comma-Separated Values (.csv)

• Presentations:

  • Microsoft PowerPoint (.ppt, .pptx)

  • Portable Document Format (.pdf)

• Images:

  • Joint Photographic Experts Group (.jpg, .jpeg)

  • Portable Network Graphics (.png)

  • Graphics Interchange Format (.gif)

• Archives/Compressed Files:

  • ZIP (.zip)

  • RAR (.rar)

Voila! You’ve successfully created your questionnaire that is ready to be saved  You can now send the questionnaire to your lead