Sending Questionnaires to Couples
Sending a form from a wedding, and what the couple receives.
Questionnaires are sent from a wedding, so the answers come back attached to it.
Before you can send
Two things have to be true, and the tab tells you if they aren't. Cannot Send Questionnaire appears when there's no published questionnaire to send, or no client linked to the wedding — with a link to create one, or a note to assign a client from the wedding's edit form.
That second condition catches people out: a wedding created without a client can't send anything.
Sending one
Open the wedding, go to its Questionnaires tab and click Send Questionnaire. The form has three parts:
Questionnaire — Select Questionnaire lists your published ones. Drafts don't appear.
Recipient Details — Select Client, and an optional Completion Deadline.
Email Message — Load Template (Optional) pulls in a saved email template, then Subject Line and Message Body, both editable. The body starts with a sensible default.
Click Send Questionnaire and it goes.
Sharing the link directly
You don't have to email from here. In the questionnaires table each published form has two icon buttons: one opens the public form in a new tab, one copies its link. Paste that anywhere — a message, your own email, a chat.
What the couple sees
Your logo and venue name at the top, then the form itself: the questionnaire name, its description, and the questions in order, each with its input and a marker if it's required.
A Questionnaire Details panel sits alongside, listing Client, Couple, Wedding Date and the number of questions, with a Submit Responses button beneath.
The page is styled in your accent color, and reviews you've featured appear at the foot of it.
When they submit they get Thank You!. If they follow the link again afterwards they get Already Submitted rather than a second blank form.
Automating it instead
Rather than sending each one by hand, a rule can do it — when a wedding is created, when a proposal is accepted, or a set number of days either side of the wedding date. See Creating Questionnaires for the rule builder and the Email Queue that runs it.
Tip: Put the deadline in the message as well as in the field. "Please complete this by 1 March so we can confirm your catering" gets answered; a bare form usually doesn't.
Keep reading
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