Every project in your pipeline is unique and wonderful in its own way, but it can be tough to keep track of every single detail. That’s why the ability to collect information from clients through a questionnaire is so important, and why we’ve added enhanced question and content options in the new smart files builder.
To save you the time and effort of recreating your legacy files as smart files, we've already updated your questionnaire file templates. But not to worry—you can also find your original legacy questionnaire templates in the Legacy Files tab of your Templates section.
In addition to having updated templates ready for you, you’ll still be able to quickly and easily add in different question types, connect answers to project details, set questions as required, add text and images, and more—even with all the enhancements of smart files.
Your account look a little different? You might have a different version of files! Check out this article for more info on creating a questionnaire with legacy files.
In this article, we’ll review:
Legacy questionnaire files vs. smart files
Just as you could with your legacy questionnaire files, you can easily create simple, beautiful questionnaires with smart files (or, simply send out one of the templates we've already updated for you!).
When creating a questionnaire, smart files will allow you all the same options as legacy files, including the ability to:
Add a header image
Add a variety of question types (short answer, multiple choice, drop-down, etc.)
Make certain questions required
Link responses to project details fields
What’s new with smart files? Instead of being limited to individual documents and emails, you can create a smart file that combines elements of your process (think questions + content + embedded videos), as well as customizing the look and feel of the file with additional branding options and more opportunities to add in content!
But, of course, you can also keep things simple and send over a file that contains a single action—such questions to answer—just like you were used to doing with your legacy questionnaire files.
Locating & sending your updated templates
You can access your updated templates in your Templates section—we've automatically updated all of your legacy questionnaire templates for you!
PLEASE NOTE: Your original file templates are still there, too! You can find them in the Legacy Files tab of your Templates section.
To find your updated templates:
1. Click the Tools menu in your top navigation bar.
2. Select My Templates.
3. Click Filters and select Questions.
This will filter your templates to only show those that include questions. All the templates you see here are your own, and they'll each have the same name as they did when they were file templates.
Either way, when you're ready, you can click Use Template to send the questionnaire in a project, just as you would with a legacy questionnaire file.
HoneyBook Tip: Want to start organizing your updated templates into folders? Learn how here!
Making changes to smart file templates
You shouldn't have to make changes to these updated templates—they'll come complete with all of your original content and branding, after all!—so you can always simply send them out as-is. That said, you can certainly add in some of the new smart file features when you have the time to explore.
Make small changes like updating the font and color scheme, adding an image or two, or even embedding a video; or, take it up a notch by adding a few more actions to the smart file (like invoice, contract, or service blocks).
Each smart file template can be as simple or as detailed as you'd like, and just as you could with legacy files, you can make adjustments for specific clients before you share the file with project participants.
Recreating traditional questionnaire formats as smart files
Want to start from scratch and create a brand new questionnaire template in the smart files builder? Here’s what you’ll add to match the components of the questionnaires that you’re used to.
1. Start with a custom (blank) smart file:
To create a questionnaire template: head to Templates, click Create New, and select Custom Smart File.
To create a questionnaire in a project: open the project in question, click Create New, select Custom Smart File, then + Start from blank.
Whenever you select a content block, you’ll be able to start from a number of pre-created layouts to easily customize your designs. For example, when starting from questions:
As with legacy questionnaire files, you'll also be able to adjust the question type and whether it's linked to a project detail in the settings on the right.
3. In the Pages menu, click the page titles to customize (you can simply rename the first page "Questionnaire," for example).
You'll also notice a "thank you" page. If you'd like to keep your questionnaire short and sweet, feel free to delete that page by clicking the 3-dot icon next to the page title and selecting Delete.
4. Build out the rest of your questions as necessary.
HoneyBook Tip: If you don't need to add a header, you can simply skip the remaining steps and share your file when your questionnaire looks good.
5. To fully replicate the look of legacy questionnaire files, you can also add a header image, with or without your company name and/or logo! To add, hover over the top block and click the large plus (+) button to add a new block.
6. If you'll be adding your company name on top of the header image, select Text from the block options. Otherwise, you can simply select the Divider block.
Either way, click the block container (outside of the boxes that contain the elements) to open that block's settings.
7. Click Choose next to Background Image.
8. Select an image from your library, or click Upload to upload something brand new. From there, you can click Replace to choose a new image, Crop to adjust the view, or change the opacity of the image.
HoneyBook Tip: You can adjust the height of the header by changing the top & bottom padding settings in the block's settings.
9. If you'd like to add your company name, click the text box in the block to add & format your text.
HoneyBook Tip: You can also add your logo next to your company name in the header, or add the logo by itself! Just add an image element and resize as necessary; and, if you'd like the logo and company name side by side, make sure you've formatted the block with two columns.
When everything looks good, click Preview at the top of the builder to preview the client-side view of the questionnaire. Then, click Update Template to save it! The result will be a questionnaire that looks very similar to your legacy questionnaire files:
Then, you can send your smart file off when you're ready!
Next steps to customize your smart files
Now that you know how to create a simple questionnaire, you can start thinking about how to add on and continue to customize your documents in this new smart files builder—and in ways you never could before!
Once you've added a standard questionnaire to your smart file, you can:
Then, you can send your beautiful smart files out to your clients!
Want to learn more?
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!