This guide walks you through the process of creating, customizing, and distributing questionnaires using the Stax.ai CX library. You'll learn how to set up forms, manage conditional logic, and automate workflows to streamline document management for plan sponsors.
Accessing the Forms in CX Library
Select Library from the left-hand side to access the CX library where all forms are located. Click on Forms to view the available forms created for your team.
Creating and Customizing a Questionnaire
Create a new questionnaire or choose an existing questionnaire like Annual Plan Administration Questionnaire to see the customization options.
Enter a customized Title and Tags for easy filtering and sorting within the system.
Add a Description to summarize the purpose of the questionnaire for users.
Configuring Questions and Conditional Logic
Add specific questions to the questionnaire. Use the provided options for response types such as Short Answer, Multiple Choice, and File Upload. Conditional fields allow you to tailor questions based on previous responses, enhancing the user experience.
Managing Questionnaire Structure
Add sections to organize questions logically, thereby improving clarity for respondents.
Distributing the Questionnaire
To share the questionnaire, select Share, then choose to send it to contacts or copy a public link.
Sending directly to contacts ensures they receive a direct email link, whereas the public link can be used freely outside the platform.
Questionnaires can also be launched through a project or custom task. Please refer to the project templates to see how to launch questionnaires inside a project Project Templates
Reviewing and Exporting Responses
View responses by selecting the form, then check View Results to see submissions.
You can download results in an Excel format for detailed analysis.
Questionnaire responses can also be saved to specific custom data fields inside a client, project, or plan depending on how they are saved.
By following these steps, you can effectively create and manage questionnaires within the Stax.AI CX platform. This enables seamless data collection and enhances the efficiency of your document workflows. If you have any further questions, please reach out to our support team at [email protected].