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QUICK START GUIDE: QUESTIONNAIRES


Know the Facts on Questionnaires What are Questionnaires? Questionnaires allow you to efficiently collect essential event details all in one place.

Why should I care? Questionnaires give you the flexibility to request all of your must-have information before an event, ensuring that you have all the details you need to execute your contracted services flawlessly.

How can WeddingWire help? WeddingWire Questionnaires allow you to create fully customizable questionnaires for each of your events. Your clients have instant access to the questionnaire through their personal, password-protected Clients site, where their answers will automatically sync with the event information in your account. With 24/7 access for your clients to log in and make edits, you will always have the most up-to-date information! • Get answers to all of the essential details by using our pre-populated event questions, or creating your own custom questionnaire to quickly collect the information you need • Your client will have instant access to your questionnaires through their own passwordprotected Client Site, making it easy to submit responses (and make edits at any time!) • Questionnaires are 100% customizable, and there is no limit to the number that you can create and save within your account

How do I get started? Premium WeddingWire members have instant access to Questionnaires located within the Settings section of their account. Simply log in to your account today to get started! Not a Premium member? Learn more about Questionnaires by speaking to your local WeddingWire representative!

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


Step by Step: Questionnaires WeddingWire Questionnaires help you collect all of the information you need to execute an event! Follow these simple steps to get started.

Get Started! Questionnaires: 1. Place your cursor over the account settings icon at the top of the page 2. Select ‘Questionnaires’ from the menu 3. Select the ‘Add Questionnaire Template’ button 4. Enter a name for your questionnaire in the field provided 5. Choose ‘Booking’ or ‘Inquiry’ to identify the type of questionnaire you are creating 6. Click ‘Save’ There are several fields within a Questionnaire for you to edit and customize for each event!

Contacts • Select the ‘Edit’ button

- Add the 'Role' (i.e. 'Bride' or 'Groom'); i.e. 'Venue Coordinator,' 'Maid of Honor,' etc.)

- Click the ‘Add Contact’ button to require an additional contact

• i.e. ‘Venue Coordinator,’ ‘Groom,’ etc.

- Click ‘Save’ when you are done

Location • Select the ‘Edit’ button - Add the name of the location (i.e. reception venue) that you need information about - To request details about additional venues, click the ‘Add Location’ button - Click ‘Save’ when you are done

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


Step by Step: Questionnaires

Get Started! Questionnaires: (continued from page 2) Questions • Select the ‘Edit’ button •

- In the text field provided, add your first free response question

- To add more questions, or a different type of question, move your cursor over the ‘Add Question’ button

* Note: You can re-arrange your questions at any time by clicking and holding the arrow icon to the right-hand side of any question and moving it to the desired position

- Choose from the five question types, including 'Yes/No question,' Multiple Choice,' or even 'Image Question'

1. Once you have completed your questionnaire, you can immediately click ‘Publish to Client Site,’ and send a custom email notification to your client!

Creating Questionnaires from a Booking 1. Under the ‘Clients’ tab, select ‘Bookings’ 2. Open a booking by clicking on the contact name or the drop down arrow and selecting ‘More Info’ 3. Click on ‘Create’ under Questionnaire or select the ‘Questionnaire’ tab 4. Use the drop down menu to select a questionnaire template or create a new custom questionnaire 5. From here, follow the same instructions from above starting with ‘Contacts’

Questions? We're here to help! Contact us: support@weddingwire.com A representative will be in touch with you as soon as possible!


Quick Start Guide: Questionnaires