Creating a questionnaire

Every portal questionnaire you work on is also a questionnaire in ResponseHub. When you open the extension you can pick up one you have already started, or create a new one for the portal you are looking at.

Why the questionnaire matters

It would be possible to answer a portal by hand, one box at a time. Creating the questionnaire in ResponseHub is what gives you everything else:

• Questions can be assigned to the colleagues who know the answers
• Approved answers can go back into your knowledge base, so the next portal is faster
• You keep a proper record of what you told this customer, and when

Create a questionnaire

1. Open the extension on the portal page.

2. Select New Questionnaire.

3. Fill in the details.

   Field
   Title	What this questionnaire is — usually the customer’s name
   Description	Optional context for your team
   Deadline	When the response is due
   Portal URL	Filled in for you with the address of the page you are on

4. Save.

The questionnaire is created in ResponseHub straight away, and appears in your list there marked with a yellow Portal badge so it is easy to tell apart from questionnaires that arrived as files. Opening it in ResponseHub shows the portal address and an Open portal link to get back to it.

Pick up where you left off

The extension lists your existing questionnaires as well. When you come back to a portal, select the questionnaire you already created rather than starting a new one.

Next steps

• Extracting questions