How To Create A Questionnaire/Form?

Questionnaires or patient submission forms are immensely helpful in improving the customer experience and offering world-class services. Clinics and hospitals may opt for a pre-treatment medical history questionnaire or a post-treatment service feedback to get to know the patients and their requirements better. (CLICK HERE to know how to create a custom email for a questionnaire)

Growth99+ offers their business account users the opportunity to create several customized question forms for various purposes. This article sheds light on the various steps of creating a questionnaire, including the purpose of various data fields and checkboxes that need to be filled. 

STEP 1

Access your Growth99+ business account using your login credentials. There you can access all your questionnaires or forms in two places.

One is from the "Form Builder" menu.

Another is from the "Questionnaires" menu under "Templates".

Both are the same, so you can choose any of the above methods to create a new form or questionnaire by clicking on the "Create Questionnaire" button.

STEP 2

Add a relevant title for the data field of "Questionnaire Name", click on " Make form Public", " Is Custom", " Make this lead generation form", and  click the blue "Save" button below. The form will be created and listed in the "forms" list. Click on the edit button beside it to develop the form further. 

On saving the changes, three new options appear, the first one being the "Notification" tab on the top, next to the "Designer" tab, and the next one being the "Submission" tab.

And third one is the "Add Question" button on the lower right corner of the page. Check the image given below for more precise details.

STEP 3

The checkboxes under the "Questionnaire Name" field have different purposes. Marking the first checkbox "Make Form Public" will allow the form to open on the website or wherever the link is shared.

We can also change the form submit button text according to our necessity. "Submit" will be pre-written there, to change it, remove it and add the one you want as shown below.

If you want the form title to be visible to the person filling this form, mark the checkbox "Show Title Of This Form". Business users who do not wish to make the form title public, should not mark this checkbox.

The next checkbox "Show the title of the fields" is to display the names of each data field in the form. 

                                                            

Check the below image to get an idea of how the form will appear for a business account if this checkbox is marked. To check this on your own, click on the "Preview" button.

Below is the preview of the form.

The next in the series of checkboxes is the "Is Custom" option. Marking this checkbox helps to prevent the format of the questionnaire from getting restored to default settings in the future.

Some other check box details are as follows.

 Make this lead generation form - If you want the leads came through this form should appear in the leads dashboard, then check it. If you don't check it, the leads will not aper in the dashboard.

 how Custom Content on Virtual Consultation Lead Form? - This checkbox is if you want to add this form as your virtual consultation form then the message below it will appear above the form in VC if you check it. You can edit that custom content in the text box below it.

  Show Thank you page URL In contact Form? - Check this checkbox, a textbox will appear below it. There you need to add the thank you page link that you want to show after anyone hit the submit button.

  Show Thank you page URL In Virtual Consultation? - Check this checkbox, a textbox will appear below it. There you need to add the thank you page link that you want to show after anyone hit the submit button of the virtual consultation form after filling it.

  Show Thank you page URL In Landing Page? - If you add this form to any landing page, check this checkbox, a textbox will appear below it. There you need to add the thank you page link that you want to show after anyone hit the submit button.

  Configure Thank you page message In contact Form? - If you want to add a personalized thank you message after the form submission, check this, a textbox will appear below it. There you need to add the thank you message. 

With the checkboxes being set, now let's discuss how to add a question.

STEP 4

For a lead capture form, the first name, last name, email, and phone are default fields. 

To add a new question, click on the "Add Question" button. A new question field appears below the checkboxes that were initially discussed. Check the below image to see how the various data fields and checkboxes appear for every new question you add to the questionnaire.

In the data field titled "New Question", type the question you want to appear in your questionnaire. Mark the checkbox titled "Required" if you want to make this question mandatory in the questionnaire.

For example, this question field is for the patient to enter their location.

Suppose we want to add a multiple-option question, use the multi-selection option under the "Select Question Type" option. Here we add a multi-select question asking the product of choice.

If you want the patient to select only one option, select "Yes", else select "No". 

To add the Multi-select options, click on "+add". Click on this button as many times as the number of options you want to add.

 

Note: Do not forget to click on the "Save" icon under each question filed to save each question as you add them.

If the question has a Yes/No type of response, we can select the Yes/No question type.

STEP 5

Now, you can also add a file type question where your leads can upload a file and you can access it from the lead details page.

The allowed file types are '.xls', '.xlsx', 'image/jpeg', 'image/png', '.pdf' only.

Video files can't be uploaded through this.

For that, click on the "File" checkbox, add a suitable question name, and click on "Save". Now to test the form, click on preview.

It will appear like below.

Finally, do not forget to click on the Save button before you log out. For more information on what is the hidden field and validate check box about, CLICK HERE.

Note: For more information, email us at product@growth99.com

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