In this guide, we’ll walk through how to create a questionnaire, configure its settings, and understand how the respondent experience works.
Overview
The Questionnaires section in Formalize allows you to create fully customizable questionnaires from scratch, or use our pre-built templates such as Business Impact Assessments or Employee Training forms. You can collect responses from both internal users, like employees, and external parties, including suppliers or third-party stakeholders. For additional security, you can enable authentication to control access.
All responses are centralized within the specific questionnaire, allowing you to track progress in real time.
Create Questionnaires
The video below provides a detailed walkthrough on how to create Questionnaires in Formalize. It covers:
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The difference between creating a questionnaire from scratch vs. using a template.
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The step-by-step flow for creating a questionnaire from scratch.
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How to segment questionnaires into different sections.
- Questionnaire Settings:
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Access types and how to share questionnaires.
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Completion notifications.
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Organizing questionnaires with folders and assigning responsible users.
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Articles mentioned in the video above:
For help creating custom fields, see our Fields article.
For guidance on setting up users so then you can assign responsibilities, check out the Management of users article.
How to Add a Response
In addition to sharing a public link to the questionnaire, you can also invite specific individuals to respond directly.
Add a Response Manually
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Open the questionnaire where you'd like to invite someone.
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Click "+ Add Response".
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Enable "Invite respondents", enter the respondent's name and email, then click "Create".
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You’ll now see the person listed among the respondents, along with their response status and progress. By clicking “View” on a specific response, you can access more detailed information about their answers and activity.
Respondents point of view
The invited respondent will receive an email invitation that includes a link to the questionnaire.
When they click the link, they’ll be asked to enter their email address to authenticate, based on the access settings configured in the questionnaire.
For more context on how access types work in questionnaires, refer to the first video in this article.
After entering their email, they'll receive a verification code via email, which they need to input to access and complete the questionnaire.
While completing your questionnaire, you can save it as a draft if you haven’t finished all the questions, you can return to it later by accessing. it again just like before. Once all questions are completed, simply click Submit to send your responses.
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
