Questionnaire
This feature is only available to paid customers and is no longer sold to new customers.
Questionnaires are used to collect user information and measure user satisfaction with a brand. You can promote questionnaires using links and QR codes. You can add the questionnaire link to template messages, official account welcome messages, or automatic replies for QR code scans. Users can click the link or scan the QR code to fill out the questionnaire.
Create a questionnaire
On the Questionnaire page, click Add Questionnaire in the upper-right corner.
On the Add Questionnaire page, enter basic information, such as the questionnaire name, start and end times, and description.
On the Edit Questionnaire page, you can add a page description and the questionnaire questions. The page description helps users understand the background of the questionnaire. The main body of the questionnaire consists of various types of questions. The available question types include single-choice, multiple-choice, single-line text, multi-line text, image choice, matrix single-choice, matrix multiple-choice, date, scale, and rating questions.
Follow the prompts to select a question type and create its content.
After you create the main body of the questionnaire, return to the questionnaire list page and click Questionnaire Settings to open the settings page.
Set Theme: Select the default questionnaire theme or create a custom theme. You can preview the theme in WeChat.
Attach the questionnaire to a channel. Select the channel, the corresponding QR code, and the tags to automatically apply to users who scan the QR code and complete the questionnaire.
Check Require personal information when filling out the questionnaire to collect user data. If this option is checked, the phone number is required and must be validated by default. You can add other customer attributes and set them as required or optional.
Set tags for answers in the questionnaire. When a user selects an answer and submits the questionnaire, the corresponding tag is automatically applied to that user.
Enable features such as Users must follow the account to participate and Each user can only answer once as needed. On the questionnaire end page, you can set a custom link to match your brand identity. After you configure all the settings, click Save to return to the questionnaire list page.
Click the questionnaire name to go to the Questionnaire Details page. On this page, you can enable the questionnaire. You can preview the questionnaire by scanning its QR code in WeChat.
Questionnaire Promotion: You can promote the questionnaire in two ways: using a URL or a QR code. Users can click the link or scan the QR code to fill out the questionnaire. Enable the questionnaire before you promote it to prevent access failures.
Questionnaire details
Questionnaire statistics
Key questionnaire metrics: These include total views, total responses, valid questionnaires, and average time spent. You can view the definition of each metric. For each metric, the total data, today's data, and yesterday's data are displayed.
Questionnaire statistics line chart: You can view the trend of key metrics over a custom time period.
Response records: This section displays response details, including user ID, name, phone number, participation time, time spent, and response status. You can click a record to view a specific user's response. You can also filter records by name, phone number, participation time, or response type.
You can export data from the questionnaire statistics and response records sections.
Answer distribution: You can view the submission percentage for each answer to a question. This data can also be exported.
Questionnaire details: You can view the questionnaire settings and all questions. From this page, you can go to the questionnaire settings page and the content editing page to make changes.
Question types
Single-choice question:
Settings: You can add multiple options and adjust their order. After saving, you can edit or delete the entire question, or set logic jumps for options.
Logic jump settings:
This feature lets users jump to a specific question after selecting an option.
An option can only jump to one question. This applies to single-choice, multiple-choice, and image choice questions.
Multiple-choice question: You can set a minimum number of choices. For example, if you set the minimum to 2, the system prompts the user to select more options if they select fewer than two. The user can submit the questionnaire only after they meet the requirement.
Single-line and multi-line text questions: These are used to create open-ended questions. Single-line text questions are often used to collect specific user information. Multi-line text questions are often used to understand user habits in detail. You can create these questions as needed for your brand.
Image choice question: This is a single-choice question that uses images as options. You can only use existing images from the platform's Material Library. You can upload a maximum of six images.
Matrix choice question: This is a two-dimensional combination of options for users to choose from. Both single-choice and multiple-choice formats are supported.
Date question: This question type lets users select a specific date.
Scale question: This question type is used to survey the degree of perception on an issue. Customers can select an option to provide a measure.
Rating question: This question type is often used for satisfaction surveys. Users provide a rating on a scale of 1 to 5 stars.