Questionnaires - getting started

Introduction

Questionnaires is a feature of reservie that allows you to define questionnaire forms that clients should complete during the checkout process.

Once a questionnaire has been completed, their answers are stored for the period of time and available within their account information.

Creating a questionnaire

Creating a questionnaire is quick and easy via the following steps:

Step 1: Select ‘Questionnaires’ from the left-hand menu

Step 2: Click ’+ Add’ button in the application bar.

Step 3: Add the questionnaire

The questionnaire contains the following key elements:

• Name - this is the name of the questionnaire enabling you to identify it.
• Expiry - how long to keep the answers for
• Question elements - these are offered to the customers in a form. These questions can be of the following type:
  • Single text box - a single line text box
  • Multiline textbox - a text box that can span multiple lines
  • Multiple choice - a question with multiple pre-defined answers
  • Checkbox - a box that the customer must select to complete the questionnaire form.

Question elements

Question elements are as follows:

Single text box

The customer will be presented with the question that you ask and will be offered a single line text box in which to answer the question.

Multi-line text box

The customer will be presented with the question that you ask and will be offered a multiple line text box in which to answer the question.

Multiple choice

The customer will be presented with the question you ask and offered multiple answers from which they can select.

Checkbox

The customer will be presented with the statement you provide and asked to confirm / accept this statement.

Activating the questionnaire

Once you have created the questionnaire, the next stage is to attach it to a schedule. This effectively activates the questionnaire for the customer to complete during their next checkout.

To attach and activate the questionnaire, please complete the following steps:

Step 1: Navigate to your schedule

Click Schedules from the left hand menu to navigate to the schedules.

Step 2: Edit schedule

Upon navigating the schedules section, click edit on the associated schedule (if you do not have a v4 schedule, you will need to create one).

Step 3: Add questionnaire to the schedule

Scroll down to the questionnaires section and select the questionnaire that you added previously. Click save once complete.