How do I add or edit questions on my RoomPlanner?

You can set questions on the RoomPlanner to capture as much information as you need from your leads. These will be displayed once they have submitted their design.

Remember that this is the start of the process - Feedback has shown that having a large amount of questions and gathering too much information at the start can sometimes lose you potential leads. Think carefully about the information that you need from them straight away. Contact details are a must. You want to qualify the lead before you go into to much detail!

Add new questions

1. Log in to your Admin Panel by clicking 'Load/Save Plans'

2. Select 'Set Questions'

3. Select 'Add New Question'

4. From the drop down, select the 'Question Type' - For more information about question types, click here

5. Once question type is selected, type in the question and click 'Save'

6. To add further questions, click 'Add New Question' again

7. Once all questions are set, click 'Close/Finish'

You can drag the questions up and down the list should you want to reorder them.

Edit questions

1. Log in to your Admin Panel by clicking 'Load/Save Plans'

2. Select 'Set Questions'

3. Your questions will be displayed - to edit, select 'Edit'.

4. Once all questions are set, click 'Close/Finish'

Delete questions

1. Log in to your Admin Panel by clicking 'Load/Save Plans'

2. Select 'Set Questions'

3. Your questions will be displayed - to delete, select 'Delete'.

4. Once all questions are set, click 'Close/Finish'

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