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Managing Questionnaires - The "Questionaire" Section

Gain full control over all questionnaires, create new ones, and tailor existing forms to your specific needs.

Cassian Brosius avatar
Written by Cassian Brosius
Updated over 6 months ago

In the “Questionnaires” tab of the RxScale Admin Tool, you’ll find an overview of all created questionnaires, including their type, status, and submission numbers – along with intuitive options to create and manage each form.

1. Questionnaire Overview – Table Structure

A table lists all questionnaires with the following columns:

Column

Description

Name

Internal and public title of the questionnaire

Type

Type of questionnaire – Product Recommender or Direct To Cart

Created At

Date of creation

Updated At

Date of last update

Submissions

Number of submissions (daily access possible)

Actions

Actions like View, Delete, Duplicate

Actions:

  • Search Field : Live search by name

  • View : Opens the detailed view of the questionnaire

  • Delete : Permanently removes the questionnaire

  • Duplicate : Creates a copy for use as a template

2. Create a New Questionnaire

  • Click + Create New

  • Enter the Questionnaire Name and choose the Questionnaire Type (Product Recommender or Direct To Cart)

  • Click Add to create the new form

You will then be taken directly to the detail view for further setup.

3. Detail View – Tabs and Features

After creating a questionnaire, you can manage and configure it through several sections:

  • General

    • Configure Display Name, Questionnaire ID (for embedding)

    • Customize appearance using Installation Snippet and Custom CSS

  • Editor

    • Click Open Editor to access the drag-and-drop builder

    • Add/edit questions (e.g. multiple choice, text, scales)

  • Recommenders (only for Product Recommender)

    • Click Add New to define product logic

    • Set up trigger conditions based on user responses

    • Link matching products or results

  • Doctor Mapping

    • Click Add New Mapping to define which form fields are visible to the doctor

    • Configure: Name, Operator (e.g. CONCAT, AGE, FILE), and Value (question or page reference)

Only the selected mapped fields will be shown in the doctor’s interface.

4. Activation & Tracking

Once your questionnaire is complete, embed it into your site.
Track responses using View Daily Submissions for detailed insights into usage and completion.

For a full step-by-step guide on how to create a new questionnaire, check out this article:

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