How to Create a Questionnaire Form in PhotoBiz
PhotoBiz Forms are a powerful way to collect information from your clients. Whether you're building a session prep form, feedback form, or client intake form, this guide walks you through each step to create a custom questionnaire.
STEP ONE
Log in to your PhotoBiz account.
From your control panel, click FORMS in the left-hand menu.
STEP TWO
Create a new form.
Click the NEW FORM button to get started.
You'll be asked to choose a template. The Simple template is a great starting point—it includes default fields like Full Name, Email, Phone, and a Paragraph block.
You can choose to keep, edit, or delete any of these default fields.
To delete a field, click the pencil icon in the top right corner of the block and select Delete.
STEP THREE
Rename your form & add a tag.
Update your form name to reflect its purpose—this makes it easier to manage your forms as your list grows.
It’s also helpful to add a tag to your form. Anyone who submits the form will be automatically added to the contact list for that tag. This is useful for organizing responses and sending targeted email campaigns later.
STEP FOUR
Add your form fields.
For a questionnaire, you’ll likely use a mix of these field types:
- Short Answer – For brief responses (a few words or one sentence).
- Paragraph – For longer, open-ended answers.
- Radio Buttons – For single-choice questions (e.g., Yes or No).
- Checkboxes – For multiple-choice selections (“Select all that apply”).
- Dropdown Menu – For selecting one option from a list.
To learn more about the various form fields, click here.
STEP FIVE
Customize your questions.
- To edit Short Answer or Paragraph fields, click directly on the placeholder text and type your question.
- For Radio, Dropdown, or Checkbox fields, click the pencil icon in the top right corner of the block to open advanced settings. From there, click on each choice to customize the label.
In the Advanced Settings, you can:
- Rename answer choices
- Add optional fees
- Enable quantity selection
Set up Conditional Fields (to display follow-up questions based on selected answers)
STEP SIX
Make questions required (optional).
To make a question required, click the pencil icon on the block and toggle the Required setting in the field options.
FINAL STEP
Review and complete your form.
Continue adding and customizing your questions until your form is complete.
When you're finished, save your form, and it will be ready to share with your clients.
