A Partner Questionnaire on Permate enables brands to collect specific information from potential Partners interested in collaboration.
Here’s an example of the Question Set interface that a brand has created for Partners:
Follow these steps to create one:
Step 1: Navigate to the Campaign section in the menu bar on the left side of your Permate dashboard. Select Offer Questionnaire.
Step 2: Click the + Questionnaire button to start creating a new questionnaire.
Step 3: Fill in the required details:
- Name of Questionnaire*: Give your questionnaire a clear and descriptive name related to the offer or its content.
- Add Introductory Message: Activate by toggling the horizontal bar to blue and craft a message to introduce the questionnaire to partners.
- Offer Selection:
- Choose the campaigns where this questionnaire will be used. Use the search bar to find specific offers if needed.
- You can also manage selections by choosing Select All or Clear all available offers.
- Questions*:
- Enter each question you want partners to answer.
- Select the question type, including: text answer, multiple choice, checkboxes and File upload.
- Provide instructions or examples for the partner’s response.
- Enable questions by adjusting the horizontal bar.
- Use the plus sign to add new questions.
- Duplicate questions using the Copy icon if needed.
- Remove questions with the trash icon.
- Arrange questions in the desired order by dragging and dropping them.
⚠️ Note:
- Ensure all required fields marked with (*) are filled out to successfully create your questionnaire on Permate. These fields are mandatory information.
- Each Question Set can include up to 20 questions.
Step 4: Preview Questionnaire to review its appearance and content from the partner’s perspective. This avoids any potential errors and helps ensure clear communication of information.
Step 5: Click Create to finalize and save your questionnaire settings.
