Questionnaires

Questionnaires let you ask a series of targeted questions to qualify leads automatically. When a customer triggers a questionnaire, they are guided through a structured conversation that captures their answers and updates their lead record.

Accessing Questionnaires

Click Questionnaires in the sidebar to view and manage your questionnaire configurations.

Creating a Questionnaire

1. Click Create Questionnaire
2. Give the questionnaire a name (e.g., "New Lead Qualification")
3. Add questions in sequence:
   • Question text -- What to ask the customer
   • Response type -- Free text, multiple choice, or yes/no
   • Follow-up logic -- What happens based on the answer
4. Set the trigger -- how the questionnaire starts (e.g., when a lead is created or a keyword is matched)
5. Click Save

Question Types

How It Works in Practice

1. A trigger activates the questionnaire (new lead, keyword, or manual start)
2. The first question is sent to the customer via Messenger
3. The customer responds
4. The answer is saved to their lead record
5. The next question is sent
6. After the last question, a summary is saved and the lead is updated

Viewing Responses

Questionnaire answers are stored on the lead record. Go to Leads, click a lead, and view their questionnaire responses in the activity section.

Best Practices

• Keep questionnaires short (3-5 questions)
• Start with easy questions and build to more specific ones
• Use multiple choice when possible to reduce friction
• End with a clear next step ("We'll call you within 24 hours")

Tip: Pair questionnaires with auto-responders. When someone asks about pricing, trigger a qualification questionnaire to gather their needs before responding with a quote.

Next Steps

• Set Up Nurture Sequences
• View Your Leads