This guide walks you through each step to create a sequence in InputKit. It includes best practices to help you structure your questionnaires and surveys.

Before creating your sequence, it is helpful to have a clear idea of the questions you want to ask and the different aspects you want to measure.

For example, a renovation business may offer several services, involve multiple employees, and want to measure different parts of the customer experience. Listing the aspects you want to evaluate, along with the services and employees involved, makes it easier to structure the sequence and turn your ideas into questions.

Once your plan is ready, go to “Feedback” in the left menu.

Then select “Sequences” in the top bar to choose a sequence template and customize it.

You can then view, search, and filter your active sequences and archived sequences.

Attention: It is recommended to start from an existing sequence template and adjust it to your needs. This saves time and helps ensure options are configured correctly.

Several sequence templates are available on the platform. To add a template to your sequences, click “+ Create a sequence”.

You can then create a sequence from scratch or access the template collection.

You can also search by keyword to find a template quickly.

To add a template to your account, click “Select template”. The template is added to your account and you can customize it.

When configuring a sequence in InputKit, the Initial message step lets you define how invitations are sent to clients. This communication can be sent by email or by SMS, depending on your preferences and plan.

The email configuration section lets you customize:

Automatic translation can be enabled to generate an English version of the message for English-speaking clients.

The SMS configuration works similarly to email and is meant for a shorter, more direct message.

A message preview is shown on the right in the “SMS Preview” section, so you can review the final result before sending.

If your business does not send surveys by SMS, it is normal not to see this option at this step. Only the email version will be used for sends.

Click the sequence you added, then select “Questions”. A window opens where you can edit the questionnaire / survey / form sent to your clients.

All questions can be edited when you use a sequence template.

To edit a question, click the question title and enter the wording you want.

Attention: If your account is bilingual, make sure to update the English version as well. The English version appears below the French version. You can use the star buttons to automatically translate the default wording into the other language.

To edit answer choices, click an option and enter the new option.

Tip: You can press “Return” twice on your keyboard to move quickly to the next answer choice.

To add an answer choice, click “+ Add option” and enter the new choice label.

Attention: If your account is bilingual, make sure to add the English version of the answer choice. Otherwise, you will see an error message.

To add a question to your sequence, click “+ Add a question”. This button is available at the top right when editing the sequence and at the end of the survey.

You can choose a wording from the available question templates.

To create a custom question, scroll down and select “Create a custom question”.

By default, a newly added question uses the “Free text” type.

To change the question type, open the dropdown menu and select the type you want.

After selecting a question type, you need to enter the answer choices and configure the question options.

For a Scale Rating question, start by selecting the number of points in “Number of scale points”, for example a 5-point scale.

Then define the minimum and maximum labels, such as “Unhappy” and “Very satisfied”, to frame the scale.

Finally, add the items you want to evaluate, such as treatment quality or customer service.

Several options can be configured at the end of each question:

You can assign a role to Scale Rating questions and Scale Matrix questions.

To assign a question to a specific employee role to be evaluated, locate “Employee type to evaluate” at the top of the question and select the role.

To assign a role to a Scale Matrix question, click the relevant sub-question. The associated options appear, including “Employee type to evaluate”, where you can assign the appropriate role.

Tip: For more general questions, it is usually best to leave “No specific type” as the employee type to evaluate.

You can assign a metric to Scale Rating questions and Scale Matrix questions.

To assign a metric to a Scale Rating question, locate “Metric assignment” at the top of the question and select the metric.

To assign a metric to a Scale Matrix question, locate “Metric assignment” in the sub-question and select the metric.

The Reviews step helps automate Google review collection. This step is shown only to satisfied clients, based on their survey responses.

In this section, you can enable Google review requests so satisfied clients are invited to share their experience publicly.

When “Google My Business connected” is enabled, the system generates review links automatically based on the locations configured in InputKit.

The “Automatic URL generation” option ensures each client is redirected to the correct Google listing for the right location.

Ambassador follow-up is an automated follow-up for very satisfied clients who did not leave a Google review after a positive survey response (usually those who give an NPS of 9 or 10).

It acts as a single reminder sent a few days after the initial response.

You can customize the email and SMS templates in this section, the same way as in other steps of the sequence.

Here are a few recommendations to help you create a survey that is easier to complete and analyze.

Too many questions can discourage respondents and negatively impact your response rate.

A typical target is 5 to 8 questions. Scale Matrix questions can help you evaluate multiple items without making the sequence too long.

To get usable results, question wording should be clear and focus on one aspect per question.

If you need to evaluate multiple aspects at once, Scale Matrix questions help you cover multiple items in one question without lengthening the sequence.

Once your questions are ready, review the sequence preview in the platform to ensure there are no errors.

To preview the questionnaire, open the sequence and click “Questions”. The preview appears in the right section.

After the result looks correct, it is recommended to test the sequence by sending it to colleagues and to yourself. This helps confirm the questions are clear and allows adjustments before sending it to clients.