A questionnaire is a set of custom questions you can present to candidates, either during the initial application process or at later stages.
Candidate Questionnaires are available to customers on all paid plans.
Admin permission is required to create and edit questionnaires.
In this article:
How to create a questionnaire
You can create up to 200 custom questionnaires in your Recruiting Preferences. There’s no limit to the number of questions you can include on each one.
Click the gear icon ⚙️ in the left sidebar.
Click Recruiting Preferences.
Click Questionnaires in the left sidebar.
Click + Questionnaire.
Enter a name for your new questionnaire.
Enter a title for the first section.
Click + Question to create a question.
Enter your question and a brief description, if you like.
Select a response type and set additional options as needed.
Click Save.
Click + Section to create additional sections to organize your questions.
Continue adding sections and questions as needed.
Click Show Template Details under Email or SMS Template to edit the message sent with the questionnaire.
Click Save.
Note: If you exceed the 200-questionnaire limit, you’ll need to delete enough to bring the list below the maximum before creating new ones.
Question response types
You can choose from eight different response types for your questions.
Text
Text responses are perfect for short-form answers. These should be used when you're expecting responses from one word to a couple of sentences.
Paragraph
Paragraph responses are perfect for long-form answers. In a paragraph response, candidates have no character limit and can enter multiple paragraphs.
Multiple Choice
With a multiple-choice response, the candidate will select the best answer out of the options you provide. You can automatically move candidates to a particular stage based on their response to this kind of question.
Find out how to screen candidates based on answers.
Dropdown List
Similar to multiple-choice, dropdown lists give your candidate a number of options to choose from. You can customize their options and the action associated with each option.
Checkboxes
With checkboxes, candidates can respond to each option or category that applies. These are helpful for questions that could have multiple options.
Video Responses
A Breezy customer favorite, video responses connect you with your candidates more personally, early in the hiring process. You provide a prompt or question and the candidate responds with a brief video recording.
Learn more about video responses.
Reference Check
With reference checks, you can choose how many contacts to request from your candidate. If you opt to auto-verify the references, Breezy will automatically email the contacts with a set of questions for them to respond to.
Learn more about auto-verifying references.
File Attachment
A file attachment is ideal if you’d like candidates to submit specific documentation, such as work samples or credentials.
Message templates for questionnaires
You can customize the message that is sent with a questionnaire in its settings. Just scroll to Email or SMS Template and click Show template details. You can edit the text and use variables, just like any other message in Breezy.
How to send a questionnaire
You can send a questionnaire several ways:
Manually from a candidate’s profile
In bulk from a candidate list
With a link in a message template or an email*
With a stage action
When you send a questionnaire from a candidate profile or list, or with a stage action, it will be sent with the message that’s included in the questionnaire settings. If you’d like to customize the message or include links to other resources or questionnaires, try sending it with an email message or template instead. No matter how you send a questionnaire, you can check its status and view the candidate’s response on the Questionnaires tab of their profile.
You’ll need Hiring Manager permissions (or a custom role with the right permissions) to send questionnaires.
Note: An SMS subscription is required to send questionnaires by SMS.
From a candidate’s profile
Open the candidate’s profile.
Click Questionnaires in the top-left corner of the screen.
Click Send Questionnaire.
Select a questionnaire from the dropdown.
Choose to send the questionnaire by email, SMS, or both.
Click the schedule icon (clock) to delay sending, if you like.
Click Send.
From a candidate list
Open a candidate list.
Click the checkbox next to each candidate to send the questionnaire to.
Click the more icon (ellipsis) near the top of the screen.
Click Send Questionnaire.
Select a questionnaire from the dropdown.
Choose to send the questionnaire by email, SMS, or both.
Click the schedule icon (clock) to delay sending, if you like.
Click Send.
With a link in an email
Select a candidate on the candidate list or Inbox.
Click the email icon (envelope) near the top of the screen.
Click +Insert and select Questionnaires.
Choose a questionnaire from the list.
Compose or edit the email message.
Click the schedule icon (clock) to delay sending, if you like.
Click Send.
* Currently, you can send questionnaire links in emails sent from the Inbox or a candidate list, but not from the candidate profile.
With a link in a message template
Create or open a message template.
Compose or edit your message.
Click + Questionnaire and choose a questionnaire from the list.
Click Save.
Advanced Questionnaires
Advanced Questionnaires let you create a questionnaire that reacts to people’s answers. Candidates never have to skip irrelevant questions with Advanced Questionnaires — they’ll never even see them.
Advanced Questionnaires are available to customers on Business and Pro plans.
Using advanced questionnaires is a great way to segment candidates while making the experience as easy as possible for them. The results? Higher completion rates, through a more personal, human experience for your respondents.
How Advanced Questionnaires work
Advanced Questionnaires use multiple sections, each with a question or list of questions. You can set your questionnaire to advance candidates to a different section based on their response to a dropdown or multiple-choice question
Example
Here you can see three sections we've created. The first section asks a multiple-choice question. When the candidate responds to that question, they’ll jump to one of the other two sections, based on their answer.
Here you can see the first question the candidates are asked. Each response has a Go to Section option — that’s what determines what questions we'll follow up with if the candidate chooses that option.
The candidate experience
The candidate will see this:
