Overview
Profile Questionnaire is a hub designed to streamline the import of completed response projects into Profile Center. You can take advantage of the feature to reuse imported projects as questionnaires for multiple profiles, eliminating redundancy and enhancing overall profile management.
Profile Questionnaire Overview
The Profile Questionnaire tab is accessible at the top of the page when you launch Profile Center.
On importing a completed response projects, the questionnaire is listed on the Active tab in the draft state for review. You can review and set them as ready from the 3-dot context menu.
- Switch between Active and Inactive tab.
- Find a specific questionnaire with the search box or filter the list with advanced filters.
- Switch between list and card views.
- Click Add New to add a questionnaire.
- Displays the used count for the questionnaire. Click the number to see the profiles that used it.
- Additional actions you can perform on the questionnaire.
- Set the questionnaire as Active.
- View the activity log for the questionnaire.
- Deactivate the questionnaire.
- Delete the questionnaire.
Deactivated questionnaires are moved to the Inactive tab.
Deleted questionnaires are moved to Trash. You have a 30-day window to recover them, after which they will be permanently removed. You can click the Trash icon to manually delete a questionnaire permanently.