Assign a questionnaire and read responses

Assignment gives a client a questionnaire in their portal; the studio can track progress and read answers.

Before you start: The studio Owner, with a saved template and a client in the same studio. A client email is needed for the associated email attempt.

1. Open Questionnaires → Assign questionnaire.
2. Choose the Template and Client, then Assign to client.
3. Use the Assigned tab and its search/status filters to locate the assignment.
4. Select the assignment to read answers. For an unfinished real assignment, Send reminder opens the message workflow for your review.

What happens next

The assignment appears with a status such as not started, in progress or completed.

Things to know

A successful assignment does not prove that its email arrived. Practice assignments are not sent. Responses retain the question wording captured for the assignment. Archiving a template is not a hard deletion of all submitted answers.

If something goes wrong

If a client reports no email, confirm the address and ask them to check their portal and spam folder. Check for an existing assignment before creating another. Escalate missing responses with the questionnaire title and approximate submission time, not private answers.