Creating questionnaires inside a Survey

Before creating a Questionnaire, you must first create a Survey. Learn how to create a Survey here.

Benefits of the Feature

• Customize the Survey experience per Entity without compromising overall data analysis

• Tailor messages, questions, and logic for each location or audience

• Maintain consistent data by reusing questions across Questionnaires

• Flexibly manage layout, language, and branding per audience

• Maintain control over visibility and conditional logic within each Questionnaire

Feature Details and Explanations

Personalization Possibilities With Multiple Questionnaires

You can tailor the experience per Entity with features like:

• Unique welcome and thank you messages

• Different question sequences and section layouts

• Custom questions in the Submit Section

• Conditional visibility rules and question requirements

• Entity-specific email invitation texts

• Unique themes for different visual appearances

⚠️ Note: Each Entity can only be assigned to one Questionnaire per Survey. Managing multiple Questionnaires can increase maintenance overhead, especially when changes are required across all Questionnaires.

How to Create a Questionnaire

Once you’ve created a Survey, navigate into it and click "New Questionnaire" to open the Questionnaire editor. The creation process includes the following steps:

1. Settings Step

• Internal Name: Set an internal name for your Questionnaire (e.g., "Default Questionnaire").

• Display Entity Address: Optionally show the Entity address under the Entity name.

• Default Language: Select a fallback language. [Learn how languages work here.]

2. Welcome Step

• Optional but recommended.

• Choose a welcome message from your Content Library.

3. Content Step

Here’s where you build the core content of the Questionnaire:

• Add Questions: Click "+ Content" to select questions from the Question Library.

  • Only questions not intended for the Submit Section appear here.

  • Each question can only be used once per Questionnaire.

• Add Text or Sections:

  • Use "+ Section" to insert pre-defined sections.

  • Then add questions and text inside those sections via "+ Content".

• Pagination Options:

  • All questions on one page

  • Split into multiple pages by defining the number of questions per page

Note: Pagination settings are not reflected in the editor preview.

4. Submit Step

Customize the closing section of your Questionnaire:

• Add a section from your Content Library using "+ Section"

• Add Submit-specific questions such as:

  • Contact Info (Name, Email, Phone, Room Number)

  • Data Privacy

  • Terms and Conditions

  • Push to Google

• Add text contents (optional)

• All added questions appear at the bottom in the order selected—except "Push to Google", which is always placed last.

5. Rules Step

This step allows configuration of question behavior:

• Question Settings:

  • Mandatory Toggle: Applies to all question types

    • When question have the toogle "Impacts your KPIs and appears in widgets" enabled, the Email question is mandatory toogle is always enabled and is not possible to edit it. 

    • For surveys distributed via email or via the Survey API channel, the Email question is always pre-filled and hidden with the recipient's email address

• "Does not apply" option: Not available for checkbox questions

• "Impacts your KPIs and appears in widgets", available for:

  • Overall Score

  • Review Title

  • Review Text (Only if an Email question is in the Submit Section)

• Pre-select Checkbox: Not available for checkbox question types

• Visibility Rules ("Show Question Only If"):

  • Available only for questions added in the "Content" Step.

  • Can be set by questions, entity attribute or visit data point. 

  • You can add or delete multiple rules as needed. Note: All conditions are combined using AND logic—each condition must be met for the rule to apply.

  • Rules by question: 

    • Each rule includes:

      • A triggering question (Scale, NPS, or Select question types)

      • Logic: is / is not

      • Answer condition

  • Rules by entity attribute: Learn more about rules by entity attributes here. 

  • Rules by visit data points: Learn more about rules by visit data points here. 

6. Thank You Page Step

• Select a Thank You Message from your Content Library

• This step is mandatory

7. Email Invitation Step

• Select an email invitation from your Content Library

• Shows a preview with a "Write a Review" button

• Optional: Embed the Overall Score question (if available)

  • Replaces the button with a question preview

  • The preview renders the Overall Score question in the format configured for that question — numbers, icons, or stars

  • This is auto-disabled if the Overall Score question is removed

8. Theme Step

• Choose a Theme from your Content Library

• First theme in the list is selected by default

• This step is mandatory

9. Scope Step

• Select the Entities that should use this Questionnaire

• Important: Ensure selected Entities are not already assigned another Questionnaire from the same Survey

Final Step

Click "Save and Close" to finalize and save your Questionnaire.

By using Questionnaires inside your Survey strategically, you can offer tailored guest experiences while maintaining strong data consistency across your Entities in CXP.