Overview: Learn how to create a public questionnaire to publish on your program website, social media accounts, and more.
Our new Recruiting Questionnaire V2 was built to elevate your recruiting experience:
- Enhanced Customization & Personalization: Make the questionnaire your own. You now have full capability to reorder questions, create sections, rename fields, and integrate your school’s unique branding, including your logo and team colors.
- Advanced Data Mapping: You can now map specific questionnaire responses directly to designated areas of a PSA’s profile. This ensures all your critical data lives in one place, keeping your recruit profiles clean and organized.
- Expanded Questionnaire Management: You now have the capability to build and manage up to 5 distinct questionnaires at once. This gives you the freedom to gather specific data from different segments of recruits without cramming all your questions into a single form.
This article covers the following:
- Creating your Questionnaire
- Rearranging and Formatting your Questionnaire
- Configuring Questionnaire Settings
- Reviewing, Activating, and Sharing your Questionnaire
Creating your Questionnaire
- Navigate to Questionnaire V2 under the Recruiting dropdown on your navigation bar.
- Select Add Questionnaire to begin building a new questionnaire.
- Enter a Name for your recruiting questionnaire and upload your school logo at the top of the Questionnaire.
*Name, High School Grad Year, and Email Address will already be added to the questionnaire to get you started.
- Use the Form Design section on the right to change the background color and/or pattern of your questionnaire.
- Use the field panel on the left to drag and drop the types of questions or fields you need into the questionnaire builder.
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Map each question to the correct data field on the PSA Profile.
To ensure responses automatically populate prospect profiles:- Choose the corresponding PSA profile field from the list of available fields.
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Once mapped, responses submitted through the questionnaire will automatically update the associated PSA profile field.
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Configure each question's settings:
Update the field label if you would like prospects to see a different question name or field label.- Add answer choices when using dropdown, multiple choice, or similar field types.
- Enable or disable the Required option based on whether the prospect must complete the field before submitting.
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Create New Profile Fields (If Needed)
If the information you want to collect does not already exist as a PSA profile field:
- Drag and drop the appropriate element type into your questionnaire (i.e. short text, long text, dropdown, etc.)
- Select Create a Custom Field
- Enter a name for the new field
- Click "Map Field"
- Type the question how you would like it to appear on the questionnaire
- Make it required, if applicable
Rearranging and Formatting your Questionnaire
- Move the questions up or down within the builder to reorganize them in the order of your choice.
- Organize your form into logical sections using headings, dividers, or statements as needed.
Configuring Questionnaire Settings
- Navigate to the Settings tab at the top of the page
- Add a questionnaire description
- Customize your questionnaire's URL
- Add a Thank You message
Reviewing, Activating, and Sharing your Questionnaire
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Review Your Mapping
- Click through each question
- Verify that every question is mapped to the correct PSA profile field
- Confirm field labels, answer options, and required settings are accurate
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Preview the Questionnaire
- Select Preview Form
- Verify the flow, wording, and required fields function as expected
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Save and Activate
- Once satisfied with the questionnaire, click "Save"
- Then, click "Actions" and "Activate" to make your questionnaire live
- You are now ready to begin collecting prospect submissions!
- Share your Questionnaire using the URL and/or custom QR Code
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