---
title: "Send a questionnaire and collect replies"
url: "https://mycommunitysync.com/send-a-questionnaire"
community: "CommunitySync"
description: "Share a branded intake questionnaire with a client by link or email, and watch the responses land in your Communications inbox."
updated: "2026-07-18T18:45:00.616+00:00"
---

# Send a questionnaire and collect replies

*Questionnaires*

Questionnaires are how you gather structured information from clients — goals, budget,
timeline — before you make a recommendation. Every questionnaire you share opens on a
page branded to you, and the replies collect in one place.

## Pick or create a questionnaire

1. Open **Digital Resources** (or **Questionnaires**) from the sidebar.
2. Choose one of the **prebuilt questionnaires**, or click **New Questionnaire** to
   build your own with text fields, dropdowns, checkboxes, and file uploads.

## Share it with a client

1. Click **Share** on the questionnaire.
2. Copy the **secure link** to send by text or social, or use **Send by email** to
   deliver it directly.
3. When the client opens it, the page displays **your** photo, logo, and contact
   details at the top.

## Collect the replies

1. As clients respond, their answers save automatically.
2. Open **Communications → Questionnaire Replies** to read every response.
3. New replies show an **unread** marker so you can follow up quickly.

## Good to know

- You can **attach a questionnaire to an education video**, so a client who watches
  is prompted to respond.
- Every shared link uses a **secure token** — no IDs or personal data are exposed in
  the URL.

## Troubleshooting

### A client says the link doesn't open

Make sure you shared the full link without trailing characters. Re-copy it from the
questionnaire's **Share** dialog and resend.

### I'm not getting new replies

Check **Communications → Questionnaire Replies** directly — responses always collect
there even if a notification was missed. Confirm the client actually submitted (not
just opened) the form.