✨ Open Questionnaires
From your main menu, navigate to Questionnaires. This is where all of your questionnaires are created and managed.
📂 Import a Questionnaire Template
At the top of the Questionnaires page, click Import Template. This will open a selection of ready-made questionnaire templates designed for common use cases.
🗂️ Choose a Template
Browse the available templates and select the one that best fits your needs. Templates typically include a suggested structure and commonly used questions.
✏️ Review and Customise
Once imported, the questionnaire will appear in your list as a draft. You can:
Edit or remove questions
Add new questions or content items
Update the questionnaire name, description, or cover image
Templates are fully customisable, so you can tailor them to match your event perfectly.
💾 Save Your Questionnaire
After making any changes, save your questionnaire. It’s now ready to be sent or managed like any other questionnaire you’ve created.
🚀 Get Ready to Send
Your imported questionnaire is ready to be sent to your clients whenever you’re ready. You can choose exactly which clients receive it, giving you full control over how you collect their information.