With Creator Questionnaire, influencers can add their information directly! Organize their profiles based on their response so you can effectively match them with brands, products, and campaigns.
Warning: Admin CreatorIQ user access is required to set up your questionnaires.
Workflow
- Navigate to Network Settings.
- Under Application Settings, click Creator Facing Pages.
- Find Creator Questionnaires in Modules.
Tip: A set of pre-defined questions is set by default in your CRM. To hide any of these defaulted questions, please contact our Support Team to customize your team's experience.
- Find the Creator Questionnaire in Network Settings.
- Click on the Creator Questionnaires section.
- Select Questionnaires List.
- Click on
(or Create Questionnaire).
- In the New Questionnaire window, input the following details:
â–¸ Name: Input the title of the questionnaire
â–¸ Description: Add an explanation of the questionnaire
▸ Layout: Choose how the questions will appear – all questions appear on the page, or one question appear at a time
â–¸ Questions:(or Add Questions) creators would respond to
- After adding all the details, click
(or Save) to create your questionnaire.
- A green notification will pop up to confirm your questionnaire has been created!
Note: To update a questionnaire's details, click . After, the Edit or Remove options will appear.
- Create a questionnaire.
- Next to the questionnaire, click
.
- Select Edit.
- Click the question you'd like to edit.
- Edit the details, including:
â–¸ Question: Rephrase the inquiry
â–¸ Placeholder: Pre-answer a question for the creator
â–¸ Max characters: Add a limit to the creator's answer
â–¸ Required: Checkmark this box if it's necessary for creators to answer
▸ Answers: Change the values creators can choose from – this option is dependent on the selected Question TypeNote: The Creator Field, Category, and Question Type cannot be edited as these fields route the creators' answers to the correct location in their Creator Profiles.
- After editing the question, click
Warning: Your team must have Creator Connect to select or update the onboarding questionnaire for influencers.
- Navigate to Network Settings.
- Under Application Settings, click Creator Facing Pages.
- Select Onboarding Steps in Onboarding.
- Under Creator Questionnaire, click the dropdown.
Note: This section must be enabled, or toggled ON, to edit this option.
- Select a questionnaire.
- Confirm your selection by clicking
(or Save) on the top right.
- Navigate into your CRM, Campaigns, One-Sheets, Or Lists.
- Select – or
– the influencer(s) you'd like to send the questionnaire.
- Click
(or Send Message).
Note: If you've selected several creators in the CRM, a tray will appear at the bottom of the page where the Send Message icon (or
- Under Send Message, select Send Questionnaire.
- Select the questionnaire.
- Fill out the email template details and press
(or Send).
Questionnaire Data
Warning: If the creator has replied to a question before, their new response will overwrite all previously recorded answers. However, the recorded answers can still be accessed through Questionnaire History or Reports!
- Navigate to the influencer's Creator Profile.
- In their profile, review their responses through the Questionnaires History tab.
- Summary tab: influencer's general CreatorIQ details (e.g. manager, notes, etc.)
- Profile tab: influencer's personal information (e.g. favorites, hobbies, etc.)
-
Contacts tab: influencer's contact details (e.g. phone number, email, etc.)
- Navigate to the
(or Creators) tab.
- Select CRM filter.
- Choose Custom Tags.
Note: Filtering through questionnaire responses through the CRM will also include a mix of manually added tags that were previously set up in Network Settings. - In Custom Tags, select the question in Tag Types.💡
Tip: Further filter through responses by applying the OR/AND logic:
- OR → Filter through creators with at least one of the selected values.
- AND → Filter through creators with all chosen values.
- After selecting a tag type, Tags will have the creators' answers.💡
Tip: If a specific response isn't listed in Tags, you can now type in a keyword or phrase – which will turn it into an asterisk, and search the value through Creator Profiles.
- Navigate to the
(or Reports) tab.
- Under Questionnaire, select either:
▸ Creator's Questionnaire Responses → See how all your creators' responded
▸ Creator's Questionnaire Completion → View the questionnaires' stats – including how many creators were invited, completion rate, etc.
Note: If you don't see Questionnaire in the Reports tab, please get in touch with our Support Team for assistance. We'll be more than happy to look into it!
Have questions? Don’t hesitate to contact us!
