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

A video overview and written step-by-step instructions for creating a questionnaire and sending to a lead or client via a range of options (email template, automated inquiry form response, etc.)

VIDEO OVERVIEW:

STEP-BY-STEP INSTRUCTIONS:

1. Start with a Template:

   • Log in to your Pixifi account.
   • Navigate to your template listing, scroll down, and click on 'Questionnaires' to access the questionnaire module.

2. Create a New Questionnaire:

   • Choose 'Create New Questionnaire' within the questionnaire template section.
   • Title your new questionnaire, for example, 'Headshot Portrait'.

3. Edit and Design the Questionnaire:

   • Begin editing the questionnaire by adding labels and questions. For example, start with a label like "Tell us about what you need from headshots".
   • Make the label bold and larger to emphasize it.
   • Add a text input question such as "What is your end purpose for these portraits?" You can also establish the field as required.
   • Add a text area for more detailed responses, e.g., "Please tell us more about your ultimate headshot photos." 
   • Include a multiple-choice question with options such as warm tones, neutral tones, cool tones, multi-colored, etc., for selecting the background color in studio photos. Change the question as needed and set it as required.

4. Save and Integrate into an Event:

   • Save your edits; the platform saves changes on the fly, so no need to constantly hit 'save'.
   • Navigate to 'Events' and add your newly created questionnaire to an existing event. You can add questionnaires to events, leads, or projects as required.

5. Prepare to Send the Questionnaire:

   • Create a new instance of the questionnaire from the template for a specific recipient. In this case, choose to send it to yourself to avoid sending test emails to clients.
   • Set up an email template with all necessary details, including a direct link to the questionnaire. Decide whether to include a signature.

6. Send the Questionnaire:

   • You have options such as sending the questionnaire immediately, later the same day, or at a custom future time. Choose according to your need and confirm the send action.

7. Client Interaction and Submission:

   • Assume the role of the client and access the questionnaire via an external launch to view and fill it as a client would.
   • Fill out the questionnaire and submit it.

8. Review and Follow Up:

   • Back in the 'Events' section, refresh to see the updated status under the questionnaire tab.
   • Click on the questionnaire name to view responses and edit if necessary.

9. Access Support and Resources:

   • For further assistance, reach out to Pixifi support via email (support@pixifi.com).
   • Explore additional resources and guidance by visiting the Pixifi Academy and Support Center via the question mark icon in your dashboard.