collecting client information via questionnaire - Cerenade

COLLECTING CLIENT INFORMATION VIA QUESTIONNAIRE
There are two methods for collecting client information via questionnaire. They are: Email Questionnaire to a
NEW CONTACT, and to Email Questionnaire to an EXISTING CONTACT.
1) Go to Home then click Questionnaires.
A) Email Questionnaire to a NEW CONTACT
1) Select the option to Email a Questionnaire to a new client, and click Next.

2) Here you are getting ready to email the questionnaire to New Contact. Type in your client’s information into
the necessary fields, and click Next.
3) From the next screen you will be emailing your client’s account details to them. From here, you can modify
or add to the recipient list, and add notes to the email. When completed, click Next.

4) On the next page, you can select the type of questionnaire from one of the case processes from your system.
You can also select or deselect specific portions of the questionnaire depending on what information you would
like to capture from the client. In this example, we have chosen to exclude the abroad trip history and arrest
history portions of the questionnaire.
5) On the final page, you will be able to review the email that will be sent to your client. Once the email is
ready to be sent out, click Send.

6) A confirmation message appears on the screen.
Note: If the client calls saying they have not received the email. Ask them to check their spam folder, junk folder or wait
about a few minutes for the email to go through. If you receive the email but your client has not then forward
them your copy of the email.
B) Email Questionnaire to an EXISTING CONTACT
1) Click on the button for Emailing a questionnaire to an existing client, and click Next.
2) Now, it is time to select the client who is to receive the questionnaire. Type in the client’s information and
click the Find button.
3) Select the contact by clicking the Select link on the results page.

4) On the next page, you can select the type of questionnaire from one of the case processes from your system.
You can also select or deselect specific portions of the questionnaire depending on what information you would
like to capture from the client. In this example, we have chosen to exclude the abroad trip history and arrest
history portions of the questionnaire.
5) On the final page, you will be able to review the email that will be sent to your client. Once the email is
ready to be sent out, click Send.

6) A confirmation message appears on the screen.
Note: If the client calls saying they have not received the email. Ask them to check their spam folder, junk folder or wait
about a few minutes for the email to go through. If you receive the email but your client has not then forward
them your copy of the email.