Questionnaires

Tillgängligt i ProÖppna i DealJourney

A questionnaire is a form you send to somebody specific: an onboarding intake, a scoping questionnaire before a project, a satisfaction survey after one. They open a link, answer, and the responses come back attached to the customer or contact you sent it to.

Three things make it different from a generic form tool:

  • It is keyed to a record. You send it to a named customer, and the answers land on them — not in a separate inbox somebody has to reconcile.
  • No login. The recipient gets an unguessable link. Nothing to create, nothing to remember.
  • It autosaves. A long questionnaire can be abandoned and resumed, which is the difference between a 15-question form being completed and being closed at question four.

Questionnaire versus capture form. A capture form sits on a public page and collects strangers, who become leads: Add a form to a landing page. A questionnaire goes to someone you already know.

Questionnaire versus a document to sign. If what you need is agreement to wording, that is a document with fields: Documents and signing. If what you need is information, this is the tool.

Build it, send it, read the results: Build a questionnaire, Send a questionnaire and Read the answers.

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