How Do I Set Up My Custom Questions?

Reference

Refer to the process video below for a better understanding.

https://www.loom.com/share/6ba5bdccf4894d27a0394a26b652c641?sid=8f5e8a07-af59-4151-919f-f92b11692796

Procedure

The ‘Custom Questions’ feature lets you personalize your leads, buyers, dispo, and vendor form questions. Whether you've set up your workflow and want to plug it in or start from scratch, you can create these custom questions in your REsimpli account.

Follow these steps to set up your custom questions:

Navigate to ‘Settings’ in the bottom left corner.

2. Click on ‘Custom Questions’ under the ‘Customization’ tab. This will open different tabs where you can create custom questions.

3. Select the tab where you want to create a custom section.

4. Click ‘Add Custom Section’ in the top right corner.

5. Fill out the custom section fields.

6. Scroll down to view the newly created section; click ‘Add Custom Question.’ A small window will pop up.

7. Fill out the fields;

Enter the question.
Select the question type.
Enter the placeholder text.

8. Click ‘Add Question.’

Important Note:

Make sure to add your custom questions before adding leads to your REsimpli account. Changes to custom questions only affect new leads.

If you need clarification about this article, please email us at support@resimpli.com. You can also reach us through live chat or SMS support, open Monday through Friday from 9 a.m. to 5 p.m. EST.