Values Questionnaire
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      Create a Custom Questionnaire with Specific Values

      Customize the questionnaire sent to prospects with specific categories and values that are important to them.




      1. Starting from the home page, select the People & Portfolios tab located on the left.

        Create a Custom Questionnaire with Specific Values (1)

      2. Select Prospects at the top.

        Create a Custom Questionnaire with Specific Values (2)

      3. Select Customize Values Picker underneath the Values Picker category located in the middle of the three Questionnaire types.

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      4. To edit the value sets, select “Edit Sets”. By selecting or unselecting each value set, the Questionnaire will be customized based on the values selected.
      5. To include a custom value set, search in the gray box located at the top of the list, under “Name”.

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      6. After selecting the green “Apply” at the bottom, select the purple “Save” button. You will be redirected back to the home page.
      7. Navigate back to the “Prospects” section (see steps 1 and 2). Send the now Customized Questionnaire to any Prospect by using the “Copy Link” button.

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      8. To send the Customized Questionnaire to a specific Prospect already listed on YourStake, select "Values Picker” in the section associated with that Prospect.

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