How do I create a questionnaire?

Questionnaires are a great way to get information from your client without all the back and forth emails. If you already have questions that you commonly ask clients or have an existing questionnaire outside of ShootProof, make it into a questionnaire template to be used over and over. 

Questionnaires are part of our Booking add-on and are included in all booking plans. 

Create a Questionnaire 

1. Go to Studio > Questionnaires > New Questionnaire (top right corner).
    
2. Add a contact by choosing an existing contact or creating a new contact. 
    
3. Choose to use an existing template from the drop-down menu or make a questionnaire from scratch.
    
   • ShootProof has included pre-made templates consisting of common questions frequently used by our photographers. 
      
4. Name the questionnaire. This name will show to client at the top of the questionnaire page. 
    

5. Click Create.

   

6. Optionally add a description. This displays at the top of every page of the questionnaire, just below the client info. Share some details about the session or the questionnaire itself here. 
    
7. If you require the questionnaire to have a due date, add it in the Due Date box. 
    
8. Click the Add Question button to add a new question. Select the type of question you'd like to add:
    
   • Short Answer - For freeform answers up to 500 characters
   • Paragraph - For freeform answers up to 3,000 characters
   • Dropdown - Add answer options that show in a drop-down menu
   • Radio Buttons - Add answer options that show as radio buttons

   • Checkboxes - Add answer options that show as checkboxes and allow clients to choose multiple selections

     You can toggle on Required next to a question to ensure that the client has to answer the question before going to the next section or submitting the questionnaire. 

     For short answer and paragraph questions, optionally add placeholder text to give sample answers or add more context to the question. 

     Drag and drop questions to reorder them by grabbing the stacked dots icon to the left of the question. For questions with multiple answer choices, you can also drag and drop the answers into the order you'd like them to show.

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9. Optionally add additional pages by clicking Add Page.
    
10. Click the Themes tab to apply an existing theme or make a custom theme for this template. 
     
11. Click Save 

Share a Questionnaire 

When you've saved your questionnaire, you can email share it with your client by clicking the Email Client button. 

You can also preview the questionnaire by clicking the Client View button in the overflow menu.