Viewing answers
Where answers appear
On the request itself, on the contact's record under Questionnaires, and on the booking if it came from one.
The Questionnaires page lists the requests you sent by hand. Scheduled sends and the questions asked during booking are not on it. Find those on the booking, or on the contact's Questionnaires tab. There a Source column reads Manual, Inquiry intake, Booking intake, Post-booking or Proposal.
Request statuses
| Status | Meaning |
|---|---|
| Draft | Built but not sent |
| Scheduled | Waiting to go out on a date |
| Sending | Its date has arrived and it's going out |
| Awaiting response | With the client |
| Completed | Answered |
| Expired | The closing date passed unanswered |
| Cancelled | You called it off |
| Failed | Couldn't be sent |
Failed is worth acting on. Usually a bad email address. Check the address, then the Email history to see what happened. See When an email doesn't arrive.
Reading a completed one
The request carries a count reading "8 questions (3 required)", then every question with its answer. Unanswered optional questions read Not answered.
Questions hidden by display logic are still listed, greyed out and marked Hidden, with the reason. Questions that appeared because of a condition carry a note saying what made them appear.
What you can do with a request
The actions on a request depend on where it's got to:
Send questionnaire on one that hasn't gone, Resend questionnaire on one that's out, and Send now on one that's scheduled for later.
Edit the questions. Still available on a request that's already out, until it's answered or its closing date passes.
Share the link, to send it another way.
Set expiry, or Edit expiry if one is already set.
Edit send schedule, on a scheduled send that hasn't gone yet.
View questionnaire, if the request was built from one of your templates, to open that template.
Cancel request, or Cancel scheduled request on one that hasn't gone yet.
Email history, always available, to check what was sent and whether it arrived.
Finding them
The Questionnaires list filters by All questionnaires, Awaiting response, Completed, Cancelled and Expired, and searches across the number, the title and the contact.
You get a notification when a client submits. Unread answers aren't marked on your Home screen, so check the list rather than waiting to be told.
Uploaded files
Files clients attached appear with the answer. Click one to preview it in the page, or use the download arrow to save it under its original filename.
Getting the answers out
Answers are read on screen. There's no spreadsheet export of a questionnaire's responses, so if you need them elsewhere, copy what you need or use the full account export under Settings → Account.
Using the answers
The point is having them in one place when you need them. On the morning of a shoot you want the venue address, the coordinator's number and the list of group shots on the booking. Not scattered across three months of email.
Worth doing: read the answers when they arrive rather than on the day. That way you still have time to ask about the one that doesn't make sense.
Answers stay with the client
Responses stay on the contact's record. When they book again, you have last time's answers, which is often most of this time's.