Send a questionnaire to a client

This content is a draft and will not be included in production builds.

Publishing a questionnaire makes a personal link for each person. You copy the link and send it yourself, in your own email or text. This article shows you how.

Open the project. In the menu, select Questionnaires, and then open your questionnaire.
Select the Share tab.
Select Add a person and choose someone from the project’s contacts. Do this once for each person who should answer. The project’s primary contact is added for you when you publish.
Select Publish. In the window titled Publish this questionnaire?, select Publish again.
On the Share tab, under Personal links, select the copy icon beside a person’s link. You’ll see “Link copied”.
Paste the link into your own message to that person. They don’t need an account to answer.

Before you publish

Publishing locks the questions. Preview the questionnaire first.
To publish, the questionnaire needs at least one question, every image question needs its images, and the project needs a primary contact.
Someone you want isn’t on the list? Add them to Contacts in Project settings, and then come back.
Each person’s link shows on a computer screen. On a phone, the links are hidden.

What happens next

Each person’s row shows where they are: Not started, a percent done, or Submitted.
To send someone an email with their link, select Remind on their row. It works for a person who has an email in Contacts and hasn’t sent their answers yet. This is the only email we send your client for a questionnaire.
In the sample project, Publish and Remind are turned off.
When answers come in, see Read a client’s responses.