Templates

The templates is where you come and put down the questions that you want to ask the clients

Survey Templates

To create or edit a questionnaire, go to the Survey section and select Templates.

New Questionnaire

Select "Add New Questionnaire", then enter the template name and description.

Once the template is saved, click the 'Action' button (three dots) and select 'Details'. This opens a blank page with an 'Add Question' button. Click it to fill in the question form, then save.

Fields

• Question Text: Enter the question you want to ask the client.

• Question Group: Categorize the question as Personal, Business, or Other for better organization.

• Question Type:Select the format of the answer:

  • Text – The client will type a custom response.

  • Select – The client will choose one option from a list.

  • Checkbox – The client can select multiple options.

• Question Options: If you chose Select or Checkbox, this is where you enter the available answer choices. Type each option and press Enter to add it to the list.

• Is Required: Tick this box to make the question mandatory. If left unticked, the client can skip the question.

Repeat the same process to continue adding more questions to the template.