Frequently Asked Questions About Questionnaires

Questionnaires are designed to help you collect and manage client information efficiently. Below are answers to some of the most common questions about creating, sharing, and managing questionnaires.

Yes.

You can update your questionnaire template at any time. This allows you to make improvements or customize it for future clients without creating a new template from scratch.

You can edit:

Once your changes are saved, your updated template will be available for future use.

Yes.

Before creating your questionnaire template, you can preview it to see exactly how it will appear to your clients.

The preview allows you to review:

Previewing your questionnaire helps ensure everything looks correct before sharing it.

Yes.

In addition to sending questionnaires directly to clients, you can share the link that is automatically generated after you create the questionnaire.

You can distribute this link however you'd like, including through:

Clients can access and complete the questionnaire using the shared link.

Yes.

If a questionnaire has not yet been completed, its status will appear as Pending in the Questionnaires module.

From there, you can send a reminder to encourage the client to complete and submit the questionnaire.

Once a questionnaire has been completed, the reminder option is no longer available.

Completed questionnaires can be found in the Questionnaires tab in your Maroo dashboard.

Open any questionnaire with a Completed status to view:

This makes it easy to review submitted information and keep track of client interactions.

If you have additional questions about using Questionnaires, contact us at [email protected].