Manage questionnaires

Open the questionnaire list

Go to Company admin, then open Questionnaires to review the reusable forms available to recruiters.

1. Use the list to confirm whether the form already exists before creating another one.
2. Check form visibility and usage counts before editing or deleting a form that may already be in use.

Create a new questionnaire

Create questionnaire form

Click New questionnaire 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.

Edit or delete existing forms carefully

Open an existing questionnaire to update fields, delivery settings, reminder campaign settings, or visibility. Delete only when the form should no longer be available.

1. Preview field changes before saving so recruiters do not send a broken or confusing form.
2. Changing templates or reminders affects future sends, not already completed responses.
3. Review sent questionnaires on applicant records when you need to confirm responses, blocks, status, expiration, or pending reminders.