Now that we’ve created our questionnaire and linked the fields to data Tokens. We need to send it to our clients so we can get them back full of great info. There are a few ways we can get our clients to fill out the questionnaires we’ve created.

Include Questionnaire in Quote

The first way is through a quote during the booking process. This is great if you want to collect information as the client is booking (i.e. get their mailing address, phone number, etc.). To include a questionnaire in a quote, simply attach the questionnaire you’ve created when building your quote. During the quote booking process your client will be walked through several steps Quote › Questionnaire › Contract › Payment.

Send an Email Invitation to the Questionnaire

On the next screen, we’ll select the questionnaire we wish to send as well as the contact to whom we are sending it. When you’re done with that, click Save and Continue.

Next, we’ll simply click the “Mail” button to start composing our Questionnaire invitation.

Here’s the default email that’s created. You can change the wording to what every you’d like. However, it’s really important that you always include the

{{item.link_start}}{{item.name}}{{item.link_end}}. 

Those are the tokens that will fill in with the actual link to the questionnaire. You can also edit the default email template or create questionnaire specific ones in Settings › Email Templates.

There are a few token methods that will correctly link the questionnaire:

  1. {{item.name_link}} – Will create a hyperlink of the name of the questionnaire (this is the simplest method).
  2. {{item.link_start}} Our Questionnaire {{item.link_end}} – This will turn the text “Our Questionnaire” into a hyperlink to the questionnaire.
  3. {{item.link_start}} Our {{item.name}} Questionnaire {{item.link_end}} – This will add the name of the questionnaire and link all of the text between start and finish tokens.
  4. {{item.link_url}} – This will fill in just the URL. It will not be hyperlinked although most email programs will automatically turn URLs into clickable links.

Feel free to hit the preview button at the top before you send it. The preview allows you to see how the Tokens fill in so you can verify before sending.

Alternate Ways of Sending a Questionnaire

We’ve seen the two main ways of sending questionnaires (attaching it to a quote or creating an email invitation). Alternatively, you could create a public questionnaire and add the link to your website, so if anyone clicks the link, they can fill out the questionnaire. Note: the public questionnaire will not be attached to any job but will appear in the “All Responses” section under Questionnaires in the main menu on the left.

And the last way to send a questionnaire is having Táve do it for you!

Learn how to send your questionnaire automatically via Automations.

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