Questionnaires

A questionnaire is a short form your client fills in online: who's coming, the address, the outfits, the must-have shots. Find it under Manage → Templates → Questionnaires.

The Questionnaires page

At the top: Starter Library and + New Questionnaire. Below, three tabs:

• My Questionnaires: your forms, each showing how many fields and responses it has. Buttons: Edit, Clone, Send and Delete. Deleting also deletes its responses.
• Starter Library: ready-made forms for Wedding, Portrait, Newborn, Engagement, Maternity, Family, Senior, Headshot, Commercial / Brand and Real Estate / Architecture. Tap + Use This to copy one into your list.
• Responses: tap View N responses → under a questionnaire to read the answers.

Build a questionnaire

1. Tap + New Questionnaire.
2. Give it a Questionnaire Name (required) and a Description if you like.
3. To start faster, use Load Template to fill in a Wedding, Portrait or General set of questions.
4. Tap + Add Field for each question:

- pick a Field Type: Short Text, Long Text, Multiple Choice, Checkboxes, Date, Dropdown, or Section Header (a heading to group questions) - write the Label / Question, and a Placeholder if you want example text in the box - for Multiple Choice, Checkboxes and Dropdown, type the Options (one per line) - tick Required field if the client must answer it

1. Use the arrows to reorder questions and the toggle to switch a question between required and optional.
2. Tap Save Questionnaire. Nothing is saved until you tap it.

Change a questionnaire

Open it with Edit. On Edit Questions you can change the name and description (Save Details), add new fields, move fields up and down, and delete them.

To change a question, tap Edit on it, change anything (type, wording, choices, required), and tap Save Field. Answers clients already gave stay with it.

Send it to a client

1. Tap Send next to the questionnaire (or Send to Client when it's open).
2. Enter the Client Name and Client Email.
3. Tap Send Questionnaire. Your client gets an email with a link.

If the email can't be sent, Nipcy shows you the link so you can copy it and send it yourself.

What your client sees

Your client opens the link, fills in the form, and taps Submit Questionnaire. They see Thank you! and you get an email telling you it's been answered.

Read the answers

Open the questionnaire and go to Responses. Each response shows Submitted with the date, or Sent … pending if the client hasn't answered yet. Tap a row to open the answers.

Send one automatically

You can have Nipcy send a questionnaire straight back to new enquiries. For example, every wedding enquiry gets your wedding questionnaire. Set it up on Emails and automations under When a client enquires. Packages can also have their own questionnaire that clients fill in when they request them. See Services and packages.

Good to know

• No automatic reminders. If a client hasn't answered, send the link again yourself.
• Client records: every questionnaire you send is matched to the client by email, so it also shows on their page in Clients.
• Free plan: you can create 3 questionnaires in total. + New Questionnaire, Clone and + Use This each use one, and deleting doesn't give it back. Sending is unlimited. Every paid plan has unlimited questionnaires.