Online Programs: Customizing and Managing Your Questionnaire

Customize your questionnaire so it matches your business goals. The post-step questionnaires are formatted to help you get the most valuable information from your participants. They're easily customizable so you can offer people more engaging and interactive options such as uploading images and choosing from multiple choice questions.

Customizing the Answer Types

Offer more stimulating answer options besides the standard text box. Depending on your industry and business, you can ask multiple choice questions to gauge your participants' mood, ask people to upload a photo of them completing the step, or have them report a specific number in a number field.

To customize the answer types:

  1. Go to the relevant program in your programs dashboard.
  2. Scroll down to Content and hover over the step that contains the questionnaire you want to manage.
  3. Click Edit.
  4. Click the Show more icon  next to the question.
  5. Click Edit.
  6. Pick an answer to customize under Answer Type:
    Note:
    The preview on the right shows you how the question will look to participants and automatically updates based on your changes.
8.  Click Save at the bottom right when you've finished customizing all answer types.

Managing Your Questionnaire

You can manage the questions in a questionnaire at any time. Reorder how they appear on the page, copy questions for future steps, and delete questions you no longer need.

To manage your questionnaire:

  1. Go to the relevant program in your programs dashboard.
  2. Scroll down to Content and hover over the step that contains the questionnaire you want to manage.
  3. Click Edit.
  4. Manage your questionnaire using the following options:
    • Reorder a question: Click and drag a question to change its order in the questionnaire. 
    • Edit a question: Click the Show more icon   and click Edit.
    • Copy a question: Click the Show more icon  and click Copy.
    • Delete a question: Click the Show more icon  and click Delete.
    • Add a new question: Click + Add Question under the questionnaire.
  5. Click Save at the bottom right.

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