📝 Questionnaires
Collect important information from your clients with customizable questionnaires. You can create questionnaires from scratch or use ready-made templates, send them directly to clients or share them with a link, and track responses all in one place.
❓ What are Questionnaires?
Questionnaires help you gather information from clients before, during, or after working together. They're useful for collecting details such as onboarding information, design preferences, project requirements, and more.
The Questionnaires module lets you:
Create reusable questionnaire templates
Send questionnaires directly to clients
Share questionnaires using a public link
Track response status
Send reminders to clients with pending questionnaires
View completed responses and submission history
📂 Where to find Questionnaires
Navigate to Questionnaires from your Maroo dashboard.
From this page, you can:
View questionnaires that have been sent
Monitor response statuses
Review completed responses
For each questionnaire you've sent, you'll see:
Client name — The name of the client who received the questionnaire.
Client email address — The email address where the questionnaire was sent.
Questionnaire name — The title of the questionnaire you shared.
Date shared — The exact date the questionnaire was sent to the client.
Current status — Shows whether the questionnaire is Pending (not yet completed) or Completed (responses submitted).
🔎 Questionnaire Statuses
Questionnaires can have one of the following statuses:
Pending
The questionnaire has been sent but has not yet been completed by the client. This status indicates that the client still needs to submit their responses. While a questionnaire is pending, you can monitor its progress and send a reminder to encourage the client to complete it.
For pending questionnaires, you can:
Send a reminder to the client — Sends a follow‑up email prompting the client to complete and submit the questionnaire.
Once the client submits their answers, the status will automatically update to Completed.
Completed
The client has submitted their responses. This status means the questionnaire is fully finished, and you can now review every answer, check the activity history, and use the information for your project or workflow.
Once completed, you can:
View every question and answer
Click on the completed questionnaire and you can see activity history, including when the questionnaire was shared and completed
Completed questionnaires no longer display a reminder action.
🎛️ Filtering Questionnaires
You can quickly find questionnaires by using the available filters.
You can filter by:
Questionnaire name
All — Shows every questionnaire you’ve sent, regardless of title.
Specific questionnaire names — Lets you narrow the list to a single questionnaire so you can quickly view its recipients and statuses.
Status
Pending — The client has received the questionnaire but has not submitted their responses yet.
Completed — The client has finished and submitted all questionnaire responses.
Any — Shows both Pending and Completed questionnaires together, without filtering by status.
Date sent
Last 7 days — Shows questionnaires that were shared within the past week.
Last 15 days — Expands the view to all questionnaires sent in the last fifteen days.
Last month — Displays questionnaires sent anytime during the previous calendar month.
Custom
Opens a date‑picker where they can select a specific start and end date
Shows the chosen date range at the top (e.g., Jul 17, 2026 – Jul 17, 2026)
Allows users to navigate the calendar and confirm their selection with Continue
⭐ Why Use Questionnaires
Questionnaires help you streamline client onboarding, gather project details efficiently, and reduce back‑and‑forth communication. They ensure you collect consistent information every time, improve clarity for both you and your clients, and keep all responses organized in one place for easy tracking and review.
🚀 Get Started
Create your questionnaire template — and once you're ready, you can follow the guide on how to create questionnaire templates here: https://help.maroo.us/en/articles/15962777-creating-a-questionnaire-template
💬 Need More Help?
If you have any questions or need assistance, our team is always here for you. Chat with us in the app or email us anytime at [email protected].