--- title: Publisher Questionnaire description: Looking to learn about the Questionnaire section? Our guide will demonstrate how it can help you collect and view relevant information. --- [Skip to content](https://support.phonexa.com/publisher-questionnaire#main-content) [![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en) Open main navigation Close main navigation - [➜\]](https://phonexa.com/) [➜\]](https://phonexa.com/?hsLang=en) Phonexa Support Center - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.phonexa.com/?hsLang=en) 2. [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en) 3. [Documents And References](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#documents-and-references) # Publisher Questionnaire ## Looking to learn about the Questionnaire section? Our guide will demonstrate how it can help you collect and view relevant information.  The **“Questionnaire”** section allows you to create a questionnaire to collect relevant information from the Publisher. To view, go to the **Documents And References \> Questionnaire** section. [![](https://support.phonexa.com/hs-fs/hubfs/image%201-Apr-20-2026-02-36-39-2979-PM.png?width=670&height=263&name=image%201-Apr-20-2026-02-36-39-2979-PM.png)](https://support.phonexa.com/hubfs/image%201-Apr-20-2026-02-36-39-2979-PM.png?hsLang=en) The **“Registration Questionnaire”** tab allows you to create a questionnaire specifically for Publishers. The **“Annual Questionnaire”** tab allows you to set up and customize a secondary questionnaire according to your needs. The Annual Questionnaire has the same editing options as the Registration Questionnaire. To set and edit the questions, click the **“Edit”** button in the upper left corner. Fill in the following fields in the pop-up window: - **Questionnaire name** - **Text before questionnaire** - **Text before signification** - **Signification label** - **Disabled text** [![](https://support.phonexa.com/hs-fs/hubfs/image%202-Apr-20-2026-02-37-26-7959-PM.png?width=670&height=410&name=image%202-Apr-20-2026-02-37-26-7959-PM.png)](https://support.phonexa.com/hubfs/image%202-Apr-20-2026-02-37-26-7959-PM.png?hsLang=en) To add a new question to your questionnaire, select the type of the question from the **“Type”** drop-down list and fill in the following fields: - **ID**: The question ID. - **Type**: The question type. - **Parent**: The parent question. - **Parent Condition**: The correct answers for the provided questions. - **Question**: The question text. - **Answers**: The answer options (*Variant* / *Multi-Variant* questions only). - **Status**: The status of the question (*Active* / *Disabled*). - **Created:** The date when a question was added. - **Updated**: The last edit date. - **Order**: The “weight” is appointed to a question for the list sorting. We recommend specifying the order in increments of 10 (10, 20, 30, etc.) so it won’t shift the subsequent questions when adding a new question. You can number it as 11, 12, 13, or 34, 35, etc. This way, you will have available numbers between questions 10 and 20. - **Group:** Questions with the same group name will be combined into a collective group with a single title. Questions within one group should be placed sequentially, one under the other. - **Action**: You may save, delete, or add a question. [![](https://support.phonexa.com/hs-fs/hubfs/image%203-Apr-20-2026-02-38-02-5463-PM.png?width=670&height=124&name=image%203-Apr-20-2026-02-38-02-5463-PM.png)](https://support.phonexa.com/hubfs/image%203-Apr-20-2026-02-38-02-5463-PM.png?hsLang=en) Below are the available question types: - **Variant:** The question type provided with answer options. To designate the list of suggested answers, fill in the **“Answers”** field, using "**\[|||\]**" as the separator between the answer options. Example: yes \[|||\] no. - **Plain Text (one line):** One-line text in the input field. - **Multi-Variant**: The question type with a list of available answers that will allow you to select multiple answers using checkboxes. To specify a list of suggested answers, fill in the **“Answers”** field, using **"\[|||\]"** as the separator between the answer options. Example: yes \[|||\] no. - **Separator**: The blocks that can be filled with text and used as "sub-headers" and logical text delimiters. - **Multi-line:** The answer to this question type may be text in one or more lines. Presented as a “text area”. - **State and Date**: Premade block containing a dropdown list of states and a date picker. - **State**: Premade block containing a dropdown list of states within the US. - **Country**: Premade block containing a dropdown list of countries. - **File (required comment)**: This field allows you to request a file attachment to the Questionnaire. The file must be accompanied by a comment. - **File (without comment)**: This field allows you to request a file attachment to the Questionnaire and does not require a comment. - **File OR Comment**: This field allows you to request a file attachment to the Questionnaire. You can leave a comment in the text area or attach a file. Filling out a comment AND attaching a file will also work. To view and manage the questionnaire for the specific Publisher, go to the **Publisher Management \> Publishers** section. [![](https://support.phonexa.com/hs-fs/hubfs/image%204-Apr-20-2026-02-38-44-2376-PM.png?width=670&height=379&name=image%204-Apr-20-2026-02-38-44-2376-PM.png)](https://support.phonexa.com/hubfs/image%204-Apr-20-2026-02-38-44-2376-PM.png?hsLang=en) To access the Publisher’s questionnaire, select the Publisher, hover over the button in the **“Questionnaire”** column and select one of the Questionnaires. *The first column refers to the Registration Questionnaire, the second column refers to the Annual Questionnaire.* - If the questionnaire file is not uploaded, you will be redirected to the questionnaire page. To upload a new file manually, click the **“Manually upload questionnaire”** button. Select a file, fill in the fields in the pop-up window, and click the **“Submit”** button. Once the file is uploaded, the questionnaire status becomes confirmed. You may manage the current file by using the **“Upload New Version”** and **“Delete Current Version”** buttons. - If the questionnaire file is already uploaded, you will be redirected to the pop-up window with the current version of the file. To upload a new questionnaire, click the **“Upload New Version”** button. To delete the current questionnaire, use the **“Delete Current Version”** button. Once the file is deleted, the questionnaire will obtain the **“Pending”** status. To mark the questionnaire as *sent* for the selected Publisher, click the button in the **“Questionnaire Sent”** column. Fill in the following fields in the pop-up window: - **Sent At:** Select the date when the questionnaire was sent. - **Due Date:** Select the due date for the questionnaire's completion. - **Email List:** Enter the email address. Use a comma to enter multiple email addresses. - **Email Text:** Fill in the email text. This field is prefilled by default according to the template provided in the Project Settings section. To access the template, go to the **System Management \> Project Settings** section, click the **LMS & Call Logic** tab and select the **Notifications** tab. Manage the email template in the **“Publisher Annual Questionnaire Notification template”** field. Click the **“Save”** button to confirm. [![](https://support.phonexa.com/hs-fs/hubfs/image%205-Apr-20-2026-02-40-17-2905-PM.png?width=670&height=124&name=image%205-Apr-20-2026-02-40-17-2905-PM.png)](https://support.phonexa.com/hubfs/image%205-Apr-20-2026-02-40-17-2905-PM.png?hsLang=en) [![](https://support.phonexa.com/hs-fs/hubfs/image%207-Apr-20-2026-02-43-23-3967-PM.png?width=670&height=197&name=image%207-Apr-20-2026-02-43-23-3967-PM.png)](https://support.phonexa.com/hubfs/image%207-Apr-20-2026-02-43-23-3967-PM.png?hsLang=en) Click the **“Add”** button to confirm the process of sending the questionnaire. 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