How to Manage Questions on Your Instant Estimate
Allows you the flexibility to choose which questions are included and how they are ordered on your Instant Estimator.
How to manage Instant Estimator questions
Overview
Managing your Instant Estimator questions ensures that your leads receive relevant and organized questionnaires, helping streamline your process. In this article, we’ll walk you through everything you need to know about creating, editing, and optimizing questions within the Instant Estimator tool. By the end, you’ll be able to tailor your estimator to meet your specific needs and ensure a seamless user experience.
Prefer a video? Check out our tutorial here!
Step-by-step instructions
Accessing the Instant Estimator
- Navigate to the Instant Estimator tab located on the left-hand menu.
- Choose between creating a new Instant Estimator or selecting an existing one to edit.
Managing questions within the estimator
Viewing and understanding pre-populated questions
- Go to the Lead Questionnaire section and click Manage Questions.
- You'll see a list of pre-populated questions in your Instant Estimator.
Identify required and optional questions by looking at the icons:
- A lock icon indicates the question is required and cannot be removed.
- An X icon means the question is optional and can be removed if desired.
Adding new optional questions
- To add a new optional question, click the blue plus sign at the end of the question list.
Reordering questions
- Use the six-dot icon next to any question to drag and drop it into the desired order.
Handling locked questions
Some questions, such as address, slope, and the contact form, are locked in their position. These questions are essential for the Instant Estimator process and cannot be moved or removed.
Saving your changes
- Once you've finished making adjustments to your questions, click Save to apply your changes.
Tips for success
- Keep your questionnaire concise and relevant to avoid overwhelming your leads.
- Use the drag-and-drop feature strategically to place high-priority questions near the beginning.
- Review the locked questions to ensure they align with your process goals.
FAQs
Q: Can I delete a required question?
A: No, required questions with a lock icon cannot be removed as they are essential to the estimator process.
Q: Can I edit a locked question?
A: While you can't change its order or remove it, you can still edit some details of the locked questions if necessary.
Q: How do I ensure my new questions look professional?
A: Stick to clear, concise language, and use terms your audience will easily understand.
