Pixifi

[Video Walkthrough] All about Questionnaires

We have 2 methods on how to add questionnaire links to your email template in Pixifi to help you manage your workflow and be more efficient.

How to Add a Questionnaire to an Email Template

How to schedule questionnaires for clients on Pixifi

How to Send a Questionnaire to a lead

How to Bulk Delete Questionnaires

How to create a questionnaire template

Step-by-step instructions for creating a questionnaire and sending to a lead or client via a range of options.

How to create a questionnaire and send it to a lead or client

Maria

Create effective questionnaires to gather important information from clients before a photography session.

Questionnaires

Find answers and get help from Intercom Support and Community Experts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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