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Questionnaire Builder

The Questionnaire Builder is where you design the surveys that power your listening programmes. Questionnaires can be created from scratch, imported from a file, or based on a survey template.

Creating a Questionnaire

Go to Surveys in the sidebar, open the Questionnaires tab and click New questionnaire. You can:

  • Build from scratch — Add sections and questions using the drag-and-drop canvas
  • Import — Upload an Excel, Word, PDF or text file (go to Questionnaires → Upload)
  • Use a template — Start from a framework questionnaire or a ready-made question set; the items arrive with their framework and source recorded

Canvas Layout

The builder canvas shows your questionnaire as a series of sections. Within each section you add questions. Supported question types include:

  • Likert scale (agreement, frequency, or satisfaction variants)
  • Single choice (radio)
  • Multi-select (checkbox)
  • Open text
  • Rating (numeric or star)

Drag questions between sections to reorganise. Use the Dimension field on each question to assign it to a scoring dimension.

Previewing

Click Preview to see exactly how the questionnaire will appear to respondents. The preview link can be shared with a colleague for a quick review before launch.

Approval Workflow

Questionnaires support a built-in review and approval workflow. Assign reviewers, collect comments, and move the questionnaire through Draft → In Review → Approved statuses before deploying in a survey. Once a survey has run a questionnaire, the list shows it as In use, whatever stage its review had reached.

Importing from a Survey Platform

If your organisation has connected a third-party survey tool (Typeform, SurveyMonkey, or Qualtrics), you can import an existing form directly into the platform. Go to Questionnaires → Import and select the connected platform, then choose the form you want to import. The platform fetches the question list and creates a new questionnaire with the items mapped in. Questions that cannot be automatically mapped are listed as skipped so you can add them manually. Platform integrations are configured in Settings → Integrations.

Client-Specific Questionnaires

Questionnaires created within a client record are scoped to that client. They appear under the organisation's Questionnaires tab and in the global list, subject to your access. Client reviewers see the questionnaires assigned to them.

Upload a Questionnaire

Go to Questionnaires → Upload. Set the title and organisation, and upload an Excel (.xlsx), Word (.docx), PDF or text file. Choose Upload to extract the questions.

Match Questions

Wait while the file is parsed and the questions are extracted. When it finishes, the review screen shows what was found. Check the questions before accepting them.

Review Matches and Create

Review the proposed matches and edit the question details where needed. Exclude questions you do not want to import. The create action requires at least one included question and creates the questionnaire from your reviewed selection. Use Back if you need to change the source file.