Additional / Customized Forms for Questionnaires
in progress
L
Lindsey Miles
It would be nice to be able to have the ability to have customized forms to have the event contact supply additional information for the party. We have special forms that need to be filled out by our private super club's members when they host a party - but it's in a separate software program
Luke Hutchison
marked this post as
in progress
Luke Hutchison
We're starting to work on this feature and would love your feedback!
Here is a short 3 min video that goes over the three options we’re considering, please let us know which option you’d prefer (or a different option all together!): https://www.loom.com/share/ea2850fd3ae046ecb09464cb688e48fc
-Questionnaire in-line with the proposal
-Questionnaire on a separate tab from the proposal
-Questionnaire on a separate link from the proposal all together
We also have some additional questions (no pun intended) for you..
-In your current workflow, do you collect questions from guests at the time of contract signing or after the contract is signed, or both?
-If the questions are tied to the proposal, when should the guest no longer be able to edit/answer the questions?
-Do the event questions vary event by event?
If you have any more feedback, please let us know.
M
Mandy Cashman
Luke Hutchison I watched the video, for our venue having the questionnaire separate from the proposal would be most helpful since what I am looking for is answers they would only have closer to the event date. My questions are the same for every event and it is nice if the client can update the link/answers as they get them. For example, we ask them who their videographer, photographer, florist, etc is and their contact info. We ask details about if anyone needs special assistance as well.
Luke Hutchison
Mandy Cashman - thank you! That all makes sense.
M
Meredith Knight
Luke Hutchison I would say for our venue having the questions at the top of the proposal or more so leaning towards a separate link would be better, I think. It really does depend on the type of event for us.
In your current workflow, do you collect questions from guests at the time of contract signing or after the contract is signed, or both? Both, for us we ask questions during the booking process and then later on as the event gets closer is usually when we finalize headcount, food and and things like that.
-If the questions are tied to the proposal, when should the guest no longer be able to edit/answer the questions? I would say it depends, for us its usually a week out but it could be 2 weeks it just depends on the timeframe and where we are at in the year.
-Do the event questions vary event by event? Yes. For us we range from Field Trips to Holiday Parities and Grad Bashes. The baseline questions usually stay the same but depending on the event we have more specific questions related to the event.
Luke Hutchison
Meredith Knight - thanks!
J
Joanna Fenerlis
Merged in a post:
Built-in Questionnaire in PV
J
Jennifer Hartman
Wants to have a built-in questionnaire similar to contact form for guests to fill out about their event in terms of event details, vendors, etc. for weddings or space rentals.