Pre-qualification Questionnaire

Home & Building Services

Pre-qualification Questionnaire

I'd like to create an introduction letter with a pre-qualification questionnaire that lets the recipient reply, check off the boxes that apply to their project and send it back to me. I don't see a clickable checkbox option in the create email tab, and the surveys take people to a website instead of letting them reply to the email. 


Is what I'm looking for possible?




Hello @BillL186 ,


Based on what you're looking to do, you could create a survey that asks for personal info for categorical purposes and has "multi-select multiple choice" style questions. Or you could create one via a 3rd party program, there are lots of free ones available online. Whether you use our survey tool or choose to go with a 3rd party form builder, you can take the unique links from those systems and put them into either automated welcome or regular emails.

William D
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