Manage questionnaire forms

Open form management from activity

Open questionnaire activity

Go to Admin, select Questionnaires, and click Manage forms on the questionnaire activity page.

1. Use the forms list to confirm whether the form already exists before creating another one.
2. Check form visibility, ownership, and usage counts before editing or deleting a form.

Create a new questionnaire form

Create questionnaire form

Click Add form when the team needs a new reusable set of applicant questions.

1. Enter a title recruiters will recognize when sending questionnaires.
2. Choose Company for a shared form or User for a personal form if your permissions allow it.
3. Set link expiration, edit limits, and Email or SMS delivery templates before saving.

Use the Builder to manage fields

The create and edit pages include a Builder for the applicant-facing questionnaire fields.

1. Add fields in the order applicants should complete them.
2. Expand each field to edit Label, Type, Field key, Required, Description, and Placeholder where supported.
3. Use Up, Down, Remove, and Preview form to keep the form clear before saving.
4. For choice fields, maintain options and use Block only for answers that should block the applicant.

Manage the reminder campaign

Use Reminder campaign when applicants should receive follow-up messages after the initial questionnaire send.

1. Add reminder rows only when follow-up messages are useful.
2. Set Hours after previous send and choose the Send condition for each reminder.
3. Choose Email, SMS, or both, then select reminder templates or leave the default reminder text.
4. Keep the Reminder total within the form expiration hours so reminders can still send.

Return to questionnaire activity

Open questionnaire activity

Click Back to activity after managing forms to return to questionnaire delivery and response tracking.

1. Form changes apply to future questionnaire sends.
2. Review existing questionnaire responses from the activity page or applicant record.