Questionnaires

Activating the 'Questionnaires' Feature in Your Trust center

To activate the 'Questionnaires' feature in your Trust center, refer to the general configuration section where you can enable or disable this option. Once enabled, a new public page titled 'Questionnaires' will be added to your Trust center.

The Questionnaires configuration accordion

Adding a Questionnaire to Your Trust center

To add a questionnaire, select the questionnaires to share in your Trust center by clicking Add Questionnaires. A selection window will appear, allowing you to choose one or more questionnaires to add. After making your selection, click Add to confirm. The available questionnaires correspond to those installed in the Questionnaires module within this workspace.

You can remove or add additional questionnaires to your Trust center at any time. Added questionnaires will be displayed on the 'Questionnaires' page of your Trust center.

Instructions for Questionnaires

This rich text (HTML) field lets you customize a message with formatting options and include images or videos. This message will appear on the public 'Questionnaires' page of your Trust center, above the list of questionnaires available in your portal.

Renaming Questionnaires

By default, the questionnaires displayed in your Trust center use the same name as their original template. However, you can change the name displayed in the portal without affecting the original template name by clicking Edit Name and Description.

Modifying the Display Order of Questionnaires

Once you’ve selected your questionnaires, you can reorder their display using the drag-and-drop function. The display order on your public Trust center will match the order defined on this configuration page.

Pinning Questionnaires

To highlight specific questionnaires, click the pin icon. Pinned questionnaires will always appear at the top of the list, regardless of their configuration order. Additionally, they will also be accessible from the homepage sidebar of your hub, as well as from the 'Questionnaires' page.