As part of our Táve 3.0 preview series during the beta, I’m excited to show off a feature that I absolutely LOVE and can’t wait to use in my day to day business life…. Questionnaires! This long-awaited feature is, in my opinion, the best new feature of Táve 3.0. It’s just awesome! You can create as many questionnaires as you need to use in your business and there’s no limit to the number of fields you create or how many clients you send them to – yes, it’s unlimited usage!
I created a customized wedding day details questionnaire so that you can see how this works. No longer will you have to rely on your phone conversation notes to look up information — it will all be right there at your fingertips after sending a bride or groom this questionnaire to complete. You can even make a questionnaire a part of the Client Access booking process.
Something I love about Questionnaires is that you can create them for non-clients, such as your newsletter readers, vendors you’ve worked with in the past, or your Facebook fans/twitter followers. Just grab the questionnaire’s unique short-URL, send it out to whomever you desire, and you’ll have information at your fingertips!
I can’t even imagine all the ways in which I will use this, let alone all the creative uses I’m sure our members will discover!
Looks Great !! keep the screenshots and previews coming !!
Thanks! We’re hoping to do one a week until we wrap up the beta.
Under data management > integrations
Curious ? This will be interesting to see what you have done. =-)
They’re the same integrations we have in 2.9, just organized on a page instead of randomly listed in the yellow box in Settings.
I am dying to see the email function in TAVE 3. For now everytime I receive a mail from the website I respond to it but after responding many emails it’s nice to have everything in 1 place. Just like Facebook messages!
Yeah, the email features will be a great time saver for studios especially with the quick responses.
This is fantastic guys… I’m glad I stuck with you, can’t wait for this to be released
Thank you Gareth! We appreciate your support and are looking forward to releasing the new features, as well!
this feature looks fantastic. Can’t wait for 3.0
Thanks Vicki! We’re very excited too!
These screenshots look great. The light at the end of the tunnel looks bright. Thanks for keeping us informed.
Another must have feature really would be a plugin for WordPress. Now the only way to implement a contact form would be using IFrames. This is not Google friendly and difficult to style.
Keep up the good work!
It wouldn’t take much to make a basic plugin, say a widget with a button to contact the studio that would open a light-table-style “window” with the contact form. But I imagine people would want something more fancy, like the type of form that slides down when you click a certain menu link, which I imagine would get harry real quick with most themes (I haven’t looked into it though, but that’s my hunch).
You really are teasing us now!
We are so excited! Hope the Beta testing is going well.
I open Tave every morning with bated breath, just in case.
Same here!
Yeah, the beta is going well, we’ve received a lot of feedback on it already and will have a few more beta releases before we start considering a release candidate.
We’ll send out an email blast to all of our subscribers when we have a release date.
I agree with Stefan. Please consider a plugin for wordpress!
will this be a client area where clients can log in and complete their questionnaires as their plans develop?
There are many ways to get the questionnaires to your client. They can complete them inside Client Access, you can give them (or anybody) a link to complete a questionnaire, you can email an invitation to complete a questionnaire for a job, you can bundle it into a proposal, or you can fill it out yourself if you’re with them in person. 🙂
Looking good!! I cannot wait!
Hi Guys,
I can really see how this will help client management.
Can you share this specific template with us to prevent us needing to write our own.
Better still could Tave users pool questionnaires?
I know some will want to guard their marketing and customer service techniques but for those who share thae advantages will be far more than saving typing time it will allow us to learn from each other.
Ronan
My questionnaire
http://clients.exposethemoment.com/Questionnaire/Wedding-Info-Sheet