Questionnaire templates make it easy to collect information from your clients in a consistent and professional way. Whether you're gathering onboarding details, learning about a client's vision, or collecting project requirements, you can create reusable templates that can be customized, shared, and managed from one place.
This article walks you through the different ways to create a questionnaire template, customize the client experience, share your questionnaire, and manage responses after it's been sent.
Here's a Step-By-Step Video on How To Create Questionnaire Templates
🧩 How to Create a Questionnaire Template
To create a questionnaire template:
From your Dashboard, navigate to Templates.
Click Create Template.
Select Questionnaire from the list of template types.
There are two ways to create a questionnaire template: build one from scratch or customize one of the pre-built templates available in the template library.
Option 1: Start from Scratch
If you want complete control over your questionnaire, you can create one from scratch by adding your own questions and configuring every step of the experience.
Step 1: Add your questions
Start by adding the questions and fields you want clients to fill out (e.g., name, email, phone number).
📝 You can rearrange your questions by clicking the three horizontal lines and dragging them into your preferred order. You can also edit any question by clicking the pencil icon beside it.
📝 You can also add new questions by clicking “Add question.”
When you click “Add question,” this window appears where you can choose the question format, mark it as optional, and type in the question before saving.
These are the available question formats you can choose from when adding a new question. (Learn more here about Formatting Questions)
Step 2: Styling
Choose a submit button color
Pick a color that matches your brand. You can select from the preset palette or use the color picker to choose any custom shade.
Display your logo
Turn this on if you want your brand logo to appear on the questionnaire.
Edit the submit button text Change the wording on the button (e.g., “Submit,” “Send,” “Next step”) to match your tone or workflow.
Step 3: Settings
After submitting — Options
Do nothing — The questionnaire simply submits and ends. No additional action or message is shown to the client.
Display a message — Show a custom confirmation message (e.g., “Thanks for submitting!” or next‑step instructions).
Go to a URL — Redirect clients to any webpage after they submit the questionnaire such as your website, a scheduling page, a welcome page, or any custom URL.
Email confirmations — What you can add
Email subject Set the subject line your client will see. Example: “Thank you for submitting your questionnaire!”
Note for client (optional) Add a short message that appears in the confirmation email. Example: “We’ve received your details and will get back to you shortly.”
Step 4: Review the details
Make sure all your questions, styling choices, and settings look correct before sharing your questionnaire with clients.
Step 5: Save & share
Give your template a name and add an optional note so you can easily identify it later, then click Create template to save and share it with clients.
📌 Starting from scratch is ideal when you need a questionnaire tailored to your specific workflow or business needs.
Option 2: Use a Template
You can choose from three ready‑made system templates designed to help you collect the right information from clients:
Client Onboarding Questionnaire – Gather important client information before starting a project.
Vision and Experience Questionnaire – Learn more about your client's goals, preferences, and expectations.
Design Questionnaire – Collect information about design styles, aesthetics, and project inspiration.
Each template includes a description to help you choose the one that's best suited for your workflow.
Once you've selected a template, you can fully customize it by:
Editing existing questions
Removing questions you don't need
Adding your own questions
Reordering questions
Updating branding and questionnaire settings
📌 This allows you to use pre-built templates as a starting point while still making them your own.
🔗 Sharing a Questionnaire
After creating a template, you can distribute it in two ways.
Send Directly to a Client
You’ll enter your client’s details — including their name, email, and an optional note — and once you send it, your client will receive the questionnaire directly in their inbox.
Share a Link
Copy the questionnaire link and share it with your client through any messaging app, email, or social platform. This makes it easy for them to open and complete the questionnaire at their convenience.
📊 Tracking Responses
After a questionnaire has been sent, you can monitor its progress from the Questionnaires tab on your Maroo dashboard.
You'll be able to see:
Client's name
Client's email
Template name
When it was sent
Questionnaire's status
📌 If a questionnaire is still pending, you can send the client a reminder directly from the dashboard.
You're Ready to Start Using Questionnaires
Questionnaires help you gather information from clients in a consistent, organized, and professional way. By creating reusable templates, you can streamline your workflow, reduce repetitive tasks, and ensure you collect all the details you need for every project.
Whether you choose to build a questionnaire from scratch or customize a pre-built template, you can tailor the experience to match your brand and client journey. As your business evolves, you can continue updating your templates without having to recreate them from the beginning.
💬 Need more help creating questionnaire templates?
Our team is here to support you. If you have questions or need guidance, feel free to reach out through the in‑app chat or email us anytime at [email protected].