What custom questions can I use?
When you add a custom question to a questionnaire, you can choose from the question types and display elements below. Each one is described with an example of how it looks to the client.
Basic Questions
- Yes/No Field: the client answers Yes or No. This type can also create a file request or reveal a conditional section
- Single Checkbox (switch): one on or off toggle, for example to confirm a statement.
- Single Checkbox with text input: a checkbox that shows a text box when ticked, so the client can add details.
- Dropdown Select: the client picks one option from a list you define.
- Radio Buttons: the client picks one option from a short list shown in full.
- H/M/L/None Select: a fixed four-level rating scale (High/Medium/Low/None).
- Number Field: accepts numbers only.
- Date Field: a date picker.
- Short Text Field: a single-line text box.
- Long Text Field: a multi-line box for longer answers.
- Group of People Box: the client picks people from their contacts, for example for a role.
- (FinCEN) Reporting Company: a dedicated field section for FinCEN reporting company information.
Display Elements
- Line of Header Text: a bold heading to break up a section
- Paragraph of Text: a paragraph of explanation, with no answer required.
- Alert Note (blue): a highlighted box for something the client should not miss.
- Hyperlink: a clickable link to a web page or document.
- Embedded Video - Vimeo: a Vimeo video shown inside the questionnaire.
- Embedded Video - Wistia: a Wistia video shown inside the questionnaire.
- Embedded Video - Youtube: a YouTube video shown inside the questionnaire.
- Embedded Video - Loom: a Loom video recording shown inside the questionnaire.
- Canva Embedded Design: an embedded graphic or presentation design from Canva.
To add questions, go to Settings > Customization > Open the questionnaire, and use the Questions tab.
Yes/No questions
A Yes or No question can do two extra things when the client answers Yes: create a file request in the background, or reveal a conditional section with follow-up questions. Both are set up from the question's Edit button after you have created the question.
This is how a Yes or No question looks to the client:
File Requests
To add a file request: create the question, click Edit, tick Request file if answer is 'Yes', and type the File request label the client will see (for example, Please upload a copy of the order). Click Save:
When the client answers Yes, the file request appears in the Documents section of their questionnaire, where they can upload the file.
Trigger Conditional Sections
A conditional section is a group of follow-up questions that only appears when the client answers Yes. First create the section and mark it as Conditional. It shows a Conditional badge in the questionnaire editor:
Then create the Yes or No question, click Edit, tick Show section if answer is 'Yes', and pick the section in the Conditional Section dropdown. Click Save:
The section will then be available in the questionnaire:
Single checkbox
Single checkbox with fill-in text field
Example
Dropdown select
Example:
Radio button group
Example:
Note: Create the question first, then click Edit to enter the options the client can choose from.
High/Medium/Low/None select
Example:
Long Text Field
Example:
Short Text Field
Example:
Group of People Box
Example:
Note: More about this element here: ask the client to pick people for roles
Line of Header Text and Paragraph of Text
These are text display elements, so there is no question for the client to answer:
Example:
Alert Note
This is a textual display element that is in a colored box to stand out.
Example:
Embedded Video
Frequently Asked Questions
How do I add a custom question to my questionnaire?
Go to Settings > Customization, open the questionnaire, and click the Questions tab. Find the section where the question belongs, add the question, and choose its type. Create it first, then click Edit to set options, file requests, or conditional sections.
Which type should I use when the client picks from a list?
Use radio buttons for a short list where all options should be visible at once, and a dropdown for longer lists. If the answer is simply Yes or No, use a Yes or No question so you can attach a file request or conditional section later.
Can I ask follow-up questions only when the client answers Yes?
Yes. Put the follow-up questions in a conditional section, then link that section to a Yes or No question with Show section if answer is 'Yes'. The section stays hidden until the client answers Yes.
Can I ask the client for a document based on their answer?
Yes. On a Yes or No question, tick Request file if answer is 'Yes' and give the request a label. When the client answers Yes, the request appears in the Documents section of their questionnaire.
Can I add text or a video that is not a question?
Yes. Use the display elements: Line of Header Text and Paragraph of Text for explanations, Alert Note for something important, Hyperlink for a link, Embedded Video for a Vimeo, Wistia, YouTube, or Loom video, and Canva Embedded Design for a Canva design. None of these require an answer from the client.