In Studio Manager, questionnaires are a valuable tool that you can use to collect important information from your clients. This article will go over how to create your first questionnaire, and how to customize it with different types of questions.
On this page:
- Creating a Questionnaire
- Editing your Questionnaire
- Adjusting your Questionnaire Settings
- Additional Actions
- Previewing and Sending a Questionnaire
Creating a Questionnaire
To create a new questionnaire, go to your Studio Manager Dashboard > Questionnaires and click the Create Questionnaire button.
From here, choose who the new questionnaire is for by typing the name or email address of a client you have added to Studio Manager. Alternatively, you can click the Add new client option to create a new client for your questionnaire.
Once you have selected a client, you will be taken to a draft questionnaire that you can begin editing right away!
Editing a Questionnaire
Studio Manager provides intuitive tools to help you easily build out your questionnaire.
Customizing your Title and Description
To customize the title of your questionnaire, simply click directly onto the title in the top-left hand corner of the Edit Questionnaire page.
Under your questionnaire's title, you will have an optional description box that you can fill out. This is a useful area that you can use to greet your client or outline the purpose of the questionnaire.
Adding Questions and Content
With Studio Manager, it is easy to add different kinds of questions and content blocks to your questionnaire:
Multiple choice questions can be used to list other several possible answers, from which the client can choose their preferred choice.
To add more specific options, simply click Add Option at the bottom. If you want to provide a space for your client to specify their own option, you can click Add "Other" to automatically include an "Other" option where they can fill in their own response
The short text block allows you to accept short, freeform responses from your client.
If you'd like, you can add optional placeholder text in the response field to give your client an idea of how to respond.
The long text block allows you to accept longer, freeform responses from your client.
Similar to the short text block, you can add optional placeholder text in the response field to give your client an idea of how to respond.
The checkbox question type lets your client select more than one answer from a list of choices you provide.
To add more specific options, simply click Add Option at the bottom. If you want to provide a space for your client to specify their own option, you can click Add "Other" to automatically include an "Other" option where they can fill in their own response.
The email block allows you to collect an email address from your client.
The date block allows your client to select a calendar date (e.g. 01/15/2022), as well as a time (e.g. 11:30 AM) if enabled. This is a great block to use if you'd like your client to indicate a specific date for an upcoming event.
To allow your client to select a specific time alongside the date, simply click Add "Time" at the bottom.
The explanation block allows you to share additional information with your client. This is a great way to provide more detailed instructions to your client before they continue to a specific section of the questionnaire.
The formatting tools provided above the content area allows you to customize your message as you'd like.
Managing Questions and Content
After you have added your questions and content, you can easily edit them again if you need to make any changes. There are a few other options in the toolbar that will help you manage and customize the questionnaire which you can find by hovering over each question.
- Set as Required - Each question will have a required toggle which will allow you to determine if the question needs to be answered by your client or is optional.
- Move - Use the up or down arrows to change the order of the question in your questionnaire.
- Delete - Remove the question from the questionnaire.
Adjusting your Questionnaire Settings
If you'd like to cancel your questionnaire by a certain date, you can set up a Document Expiry date! To do this, toggle Document Expiry to On. Then, click the date and select a specific day from the calendar, or choose one of our timeline options (i.e. 7 days after, 14 days after, etc.).
To remind your clients to complete the questionnaire, you can send email reminders through the Document Reminder feature! Simply toggle Document Reminders to On, then select from 3 days after sending, 7 days after, 14 days after, 21 days after, and 30 days after.
Once set up, an email reminder will be sent out on the selected days to clients who have not yet completed the questionnaire.
While editing your draft questionnaire, you can take the following actions by selecting Actions in the top right hand side. The quick actions for a draft questionnaire include: Edit name, duplicate, delete.
- Edit name: Edit your questionnaire's name
- Duplicate: Create a copy of your current questionnaire as a separate draft questionnaire.
- Delete: Remove the questionnaire from your account. This action is permanent and cannot be undone.
Previewing and Sending a Questionnaire
Once you are finished editing your questionnaire, you can send it to your client by clicking Send Questionnaire! To learn more about sending a questionnaire, click here.