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Send a questionnaire

Share a link, send an email or schedule a questionnaire delivery to learners, external contacts, or instructors.

Elliot Boucher avatar
Written by Elliot Boucher
Updated over a month ago


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To measure the quality of your training, as well as the satisfaction and skills of your learners in a continuous improvement approach, the Questionnaires tool allows you to send surveys or MCQs. The sending can be done by the administrator or the instructor, or it can be scheduled to avoid worrying about a cold evaluation sent three months later, for example! 😯

You can also send a share link to your learners so they can complete it at any time.

Note: To add a questionnaire to a session, you must have created a questionnaire model beforehand (after testing it, if possible). 😉

📝 How to send a questionnaire?

1. Send a questionnaire independently of a session

To send a questionnaire immediately or to schedule it:

  1. Go to Questionnaires.

  2. Click on Send a questionnaire.

  3. Choose the questionnaire to send.

  4. Select recipients:

    • Learners

    • Instructors

    • External contacts

    • Groups

  5. Optional: check Schedule delivery for delayed sending.

  6. Click on Send the questionnaire.
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📌 Note: Find your scheduled questionnaires under the Scheduled tab, identifiable by the 🕑 icon.

2. Associate a questionnaire with an attendance sheet

To integrate a questionnaire into a session:

  1. Open or create an attendance sheet.

  2. Go to the Options tab.

  3. Select your questionnaire:

    • For learners and/or instructors.

  4. Optional: check Schedule delivery to plan for a later date.

  5. Save changes.
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💡 Tip: You can configure sending only to present learners or add a personalized message to provide context for the sending.

📌 Note: The questionnaires associated with an attendance sheet appear under the Sent tab with the scheduled date and a 🕑 icon.

Special case for instructors

The instructor cannot schedule the sending of the questionnaire themselves. They will receive a notification directly in their space, visible at the top of the associated attendance sheet follow-up.
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3. Share a link to a questionnaire

To make your questionnaires more accessible:

  1. Go to Questionnaires > Send a questionnaire.

  2. Select the Link tab.

  3. Choose your questionnaire.

  4. Click on Create the questionnaire and copy the link.
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📌 Important: When you share a link, any respondent not existing in your organization will automatically be created as a new learner when providing their email.

You can find this share link in Questionnaires > Sent, by selecting the model and clicking on Share link.

💡 You can also generate a QR code to facilitate access.
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4. Schedule the sending of a questionnaire

For more details on scheduling, refer to our dedicated article.

5. Add a personalized message to your questionnaire

To clarify the context of your questionnaire:

  1. Before sending, write a personalized message.

  2. You can structure this message with HTML and CSS for better visual appearance.
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📌 Frequently Asked Questions:

Can a questionnaire be scheduled well in advance?

  • Yes, questionnaires can be scheduled hours, days, weeks, or even several months in advance according to your needs.

How to know if my questionnaire has been sent?

  • Go to the Questionnaires > Sent tab. A 🕑 icon indicates scheduled questionnaires and a precise date marks their sending.

Quick Summary:
With Edusign, you can send and manage your satisfaction or competency questionnaires flexibly: immediately, scheduled, associated with an attendance sheet, or via a share link, all while closely tracking their dispatch status.

Discover also:

To go further, visit our help center.

💬 If you are not satisfied, please contact us via chat. 💬

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