Questionnaire Templates
Learn how to create a questionnaire template to use in workflow templates or with any contact.
Travis avatar
Written by Travis
Updated over a week ago

Questionnaires are a type of 17hats forms/documents that are a key way to gather information about a contact, their event, or feedback about your service or their experience.

You can create a questionnaire directly within a project, or on the Documents & Emails Template page. By saving a questionnaire template, you can then reuse it for any contact, or add it to a workflow. 

Creating a Questionnaire Within your Documents & Emails Template Page

Easily access or create your questionnaire within your Document & Email Template page under Account Settings > Documents & Emails template tab

You can also use the shortcut button located at the top right of the current page you're on. 

To create a new questionnaire template, click on the "new template" button and select the questionnaire option.

Once you've generated your Questionnaire, add the specific questions needed. We recommend keeping each questionnaire between four and six questions to avoid overwhelming your contact. 

Questionnaire Options

The questionnaire options are where you'll add the title of the documents for internal use, a display title your contact will see, and the due date. 

For Questionnaire Templates, the due date will be relative. Meaning, if your questionnaire is due seven days from today's date, the next time you use that questionnaire template the due date will adjust to seven days away from the current date. 

Types of Questions

You can add 10 different type of questions to your Questionnaire.

The answers to each question can be routed to a location on your contacts profile or the project itself. To learn more about this, read our article on Questionnaire Answer Mapping

Saving & Sending Your Questionnaire

Once you've added all the questions you'd like answers to, simply hit the "Save" button on the top right of the questionnaire. 

If you create your questionnaire within the Documents & Emails page, you'll see the template in the Questionnaire section of the list of all your Documents & Emails. 

Creating a Questionnaire Within a Project

You can also create a questionnaire directly from your contact project page, by clicking on the "Create New" button in the "Important Documents" section. Select the "Questionnaire" option.

When creating questionnaires from within a contacts project, you can also select a previously created questionnaire template, or start from scratch.

If you're creating the questionnaire from scratch, use the "save as new template" check box. Then, the template can be reused at a later time.

If you created your questionnaire within a project, a preview of the questionnaire will appear. You can then click the "send questionnaire" button to craft the email to send the questionnaire to your contact.

A pop-up will appear where you can then write a new email, or use a previously saved questionnaire email. 

It is important to note that Questionnaire emails are their own type of email template. If you're not seeing an email you created to send a questionnaire, go to your Documents & Emails template page to make sure the Email Type is listed as "Email (questionnaire_send)".  To learn more about Email Types, click here. 

For more information on Document & Email Templates click the button below:

Feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

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