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Edit Questionnaire Step
Edit Questionnaire Step

Learn how to modify the questionnaire step in a sequence.

Bernard Genois avatar
Written by Bernard Genois
Updated over 2 years ago

There are several elements that can be modified at the questionnaire step. Find out which elements you can change and how to change them.

Table of contents :

How to access the questionnaire step?

To get there, go to the section ''Sequences'' in the left menu and click on a sequence to make changes.

Click on the step ''Questionnaire'' to make changes.

You will see the items you can edit on the left and a preview of your changes on the right:

💡To enlarge the preview, you can click on this icon:

Here are the elements you can change at this step:

  • The image

  • The title

  • The questionnaire linked to the sequence

How to modify the image?

In order to have an optimal result, you must have the right image format for the sequences. The image that you will put forward will be the same in the other steps of the sequence

To find out the image formats for the sequences 👇

Steps to edit the image :

  1. Click on ''Modify images'', you will see a preview of the current image if there is already one.

  2. Click on "Add"

  3. Choose the image you want to display and click on "Open"

  4. Your photo will be uploaded and you will see the preview

If you are not satisfied with the result, you can click "Modify images" and then "Remove" to remove the background image and replace it. However, removing the photo will remove the background image, so it is important to add one quickly.

How to change the title?

The field to edit the title is under the button ''Modify images''.

To edit the title, you just have to change the text in the field "Title that appears in the top of the page", the changes are saved automatically:

How to change the questionnaire linked to the sequence?

  1. Click on the "Form" drop-down menu




  2. Choose the questionnaire you want to link to the sequence from the list:

How to edit the questionnaire?

If you want to make changes to the questionnaire that is linked to the sequence, you can click on "Edit questionnaire" to quickly access it:

A window will open to allow you to modify the questionnaire:

Disable respondent anonymity

It is also from this step that you can choose if customers can respond anonymously. To disable the function, simply click on the button next to ''Allow anonymous answer''.

You will see the blue button turn gray, which confirms that the function is disabled for this sequence.

Next step: modify the cross-sell step 👇


Do not hesitate to write to us on the chat if you have any questions.

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