The Client Portal can directly collect from your customer most of the data that matches up with a field in EventCX, including any of your “custom fields“. But there may be data you’d like to collect that doesn’t fit into any of the fields of EventCX. In that case, a pre-event questionnaire is a good way to collect that extra information. Watch Dave Reed demonstrate what the client portal questionnaire is, why you’d use one, and how to set it up in your eSpeakers and HighLevel account.
How Do I Create a Pre-Event Questionnaire to Use With the Client Portal? #
eSpeakers integrates with HighLevel surveys to build and collect your questionnaires. To create a new questionnaire and make it ready for use with Client Portal:
Sign into your eSpeakers HighLevel CRM. If you don’t have your HighLevel account yet, you should do that first.
In HighLevel, click the SITES link in the left-hand sidebar, then click SURVEYS in the tab across the top and choose BUILDER from that dropdown menu.
eSpeakers has provided a starter questionnaire for you to customize, rather than starting from scratch. The provided starter questionnaire has a magic question in it required to work properly, so if you create your own from scratch, be sure to include a hidden field where the ‘unique key’ is `contact.event_code`.
on the SURVEYS screen, double-click to open the ESPEAKERS folder, find and open the PRE-EVENT QUESTIONNAIRE inside.
Update the PRE-EVENT QUESTIONNAIRE survey with your own questions. Feel free to remove any of the existing questions except the question called EVENT CODE. The system depends on that question to link responses to the correct events.
SAVE your survey changes. You can come back and update the survey as often as you’d like.
How Do I Configure the Client Portal to Use the Questionnaires I Have Created? #
Once you have a questionnaire set up as a HighLevel Survey, you simply link it to your Client Portal configuration so that your customers can access it when using the Client Portal. To link a HighLevel Survey to your Client Portal so that your clients using the Client Portal can fill it out:
On the SETTINGS screen choose the CLIENT PORTAL tab
On the Client Portal Settings screen, find the PRE-EVENT QUESTIONNAIRE section. You’ll see a list of one or more dropdown lists where you can select the HighLevel survey appropriate for your different ActionLists. This allows you to use a different survey for a keynote vs — for instance — a half-day workshop.
There is one box listed for each of your different Master Action Lists. This allows you to use a different questionnaire for different types of events. When you select a survey for a specific Action List and a client takes the survey through the Client Portal for an event that uses that ActionList, they will get your selected survey instead of the Standard one.
The STANDARD Action List will be used if there is not a specific one assigned to an event, so it’s a good idea to always link it to your default questionnaire survey.
If you don’t use specific questionnaires for different Action Lists, then the STANDARD is the only one you need to fill out.
After selecting the survey/s, click SAVE to commit.
What Happens When a Client Fills Out the Questionnaire Through the Client Portal? #
When your client fills out the questionnaire for your event, 2 things happen:
The results of the client’s update are compiled into a pdf document and added to the event Library in EventCX.
The survey results are stored on the contact in HighLevel and also in the survey submissions screen.
The event in the eSpeakers Calendar has a note added with a link to the pdf of the survey results
