Customize Questions for Additional Lead Information

HeavySet Tech has released a new feature: custom question-answer sections within your appointment forms. You can include as many question-answer sets as you'd like to capture the exact lead information you're looking for. 

Accessing the Custom Question Builder

1. Navigate to the Appointment Form menu.
2. Open the Style expander.
3. Click the Edit Style menu. 
4. Click the Customize Extra Questions button to open the Customize Questions popup, which will display all existing custom questions. 
   
   

Adding a New Custom Question

1. Click the Add Question button. 
   
   
2. The New Question Section popup will open. 
   
   

Required Fields

• Question Text: The question you want to ask
• Location in Form: Where the question will appear in the form
• Default Navigation: Where the lead will go after answering
• Answer Options: At least one answer is required, but you can have as many as you want

Optional Fields

There are several other fields you can edit to have the question function exactly how you want. 

Location and Navigation

Location in Form has 4 choices available:

• Before Email Input: Question(s) will appear before a lead enters their Email (or phone number if you have Email Optional enabled)
• Before Lead Information Input: Question(s) will appear before a lead enters their personal information (name, address, phone number, zip code, etc.) 
  • NOTE: If the Consolidate First Two Steps checkbox is enabled, these questions will appear immediately after any Before Email Input questions and before a lead enters their personal information, which will now include Email input)
• Before Appointment Selection: Question(s) will appear before a lead selects an appointment time/date
• After Appointment Selection: Question(s) will appear after the appointment selection but before the confirmation page

NOTE: If you set answer-specific navigation destinations (the Navigation for this Option setting), it is possible to cause circular navigation (Question 1 → Question 2 → Question 1). This is unlikely to occur, but please test your form thoroughly to ensure proper navigation.

Once you're finished, click Save.

Managing Custom Questions

After saving a custom question, it will appear in the Customize Questions list.

• The questions are sorted based on their Location in Form setting. 
• If there are multiple questions in the same setting, you can click and drag them to determine their order using the icon next to each question.

Once your questions are created and ordered how you want, click Save.

Previewing Your Questions

Click the Preview button at the bottom of the page to view your questions in the form. 

Example: Single-select question

Example: Multi-select question

If everything looks good, click the Submit button to keep your changes. 

Viewing Lead Responses

Any answers gathered from your form will be saved in:

• The lead record (as a comment/note) 
• The appointment record (as a comment/note)
• The summary popup on the Audit Table page. In the example below, 4 question-answer sets are shown between Lead ID and Source:

Conclusion

Creating customized questions and answers helps capture more detailed information on what a lead wants, allowing you to better serve your clients.