Custom Questions

You can use custom questions to create your own questions and answers for use in targeting profiles. Your customers are presented with these questions during Signup and can change or update their answers through their My Account page.

Step 1 - Create your Questions - Click "create a new question". You are asked to write the question, choose an answer type, and write your answer choices.

Step 2 - Create your Questionnaire - After you have created your Questions, collect your Questions into a Questionnaire by clicking Setup. You can add up to 3 Questions as part of the Standard service.

Step 3 - Enable your Questionnaire - Your Client Services Manager can assist you in enabling your Questionnaire if it is ready. After Questionnaires are enabled, you can target profiles based on customer responses to your questions.

Custom Questions can be included in a questionnaire that is displayed to your customers in their microsite. When enabled, loyalty program members can see your questionnaire and answer its questions. The questionnaire can be displayed in the customer sign-up process, or in a customer's My Account page, or both, depending on your microsite design decisions.

Note: You an use the Questionnaire section of the Custom Questions page to create and work with questionnaires by adding, deleting and rearranging custom questions.

Custom Questions: Create

There are two basic ways to create new custom questions: Import and Create.

  1. Select Target > Custom Questions and then Create a New Custom Question.
  2. Click Import Custom Questions to initiate the bulk file upload process.

You can also create a new custom question by cloning an existing question and then modifying it. Regardless of which method you use to create questions, you use the same procedure to set up a questionnaire and add a question to it.

When creating custom questions, note:

  • All questions included in a questionnaire are displayed on one page (a scrollable view).
  • A questionnaire cannot be divided into separate pages.
  • A maximum of 20 possible responses per question is allowed; that is, the number of possible response choices cannot exceed 20.
Note: Custom Questions are not related to custom attributes.