Questionnaires and Surveys - Help Center Documentation
Design and manage questionnaires and surveys to collect feedback, measure outcomes, support compliance, and automate follow-up workflows across your training programs.
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Introduction to Questionnaires and Common Use Cases
Turn responses into actions. Use questionnaires for onboarding, applications, training requests, feedback, and segmentation—triggering enrollments, profile updates, and approvals to automate follow-up. -
Creating & Editing a Questionnaire
How to create a questionnaire, explore question types, and configure automation rules and conditional logic to support advanced use cases and complex intake forms. -
Getting started
Create structured forms to collect feedback, applications, consent, and user data. Includes 20+ question types, multilingual support, conditional logic, anonymization, profile updates, and reusable vocabularies. -
Data Privacy and Anonymization
Manage PII and consent with questionnaires and automated privacy controls. Capture contextual consent, support withdrawals, and schedule anonymization to remove identifiers or fully purge data in line with legislation. -
Best Practice for Questionnaires
Ask only what drives a decision, action, or automation. Use clear wording, structured question types for clean reporting, limit required fields, and design answer options to support segmentation and rules.