Custom Questions: Input Types

Overview

Custom questions support seven different input types, each designed for specific types of data collection. This article provides an overview of each input type to help you choose the right one when building your custom questions.

1. Short Answer (Text)

Single-line text field for brief responses

Best for:

• Names and titles
• Short descriptions
• Reference numbers
• Simple text responses

Configuration:

• Label (required)
• Required toggle

Example uses:

• "Preferred name"
• "Referral code"
• "Company name"

2. Long Answer (Text area)

Multi-line text area for longer responses

Best for:

• Detailed explanations
• Special instructions
• Notes and comments
• Descriptions

Configuration:

• Label (required)
• Required toggle

Example uses:

• "Please describe any special circumstances"
• "Additional notes for your agent"
• "Coverage preferences"

3. Number

Numeric input that only accepts numbers

Best for:

• Counts and quantities
• Years and ages
• Numeric values
• Measurements

Configuration:

• Label (required)
• Required toggle

Example uses:

• "Number of employees"
• "Square footage"
• "Years in business"

4. Date

Date picker for selecting dates

Best for:

• Event dates
• Start/end dates
• Deadlines
• Anniversaries

Configuration:

• Label (required)
• Required toggle

Example uses:

• "When do you need coverage to start?"
• "Date of purchase"
• "Move-in date"

5. Dropdown (Select)

Dropdown menu for selecting one option from a list.

Best for:

• Predefined choices
• Categories or types
• When you have 4+ options
• When order matters

Configuration:

• Label (required)
• Required toggle
• Options list (add/remove/reorder)

Example uses:

• "How did you hear about us?" (Referral, Online Search, Social Media, Other)
• "Preferred contact method" (Email, Phone, Text)
• "Business type" (LLC, Corporation, Sole Proprietor)

6. Checkboxes

Multiple selection checkboxes for choosing several options

Best for:

• "Select all that apply" scenarios
• Multiple choices
• Feature or service selection
• Opt-in preferences

Configuration:

• Label (required)
• Required toggle (at least one must be selected if required)
• Options list (add/remove/reorder)

Example uses:

• "Which coverages interest you?" (Auto, Home, Life, Business)
• "Which days work for a call?" (Monday, Tuesday, Wednesday...)
• "What safety features does this vehicle have?"

7. Multiple Choice (Radio)

Radio buttons for selecting exactly one option

Best for:

• Yes/No questions
• Either/or choices
• When only one answer is valid
• Small option sets (2-5 options)

Configuration:

• Label (required)
• Required toggle
• Options list (add/remove/reorder)

Example uses:

• "Is this your primary vehicle?" (Yes, No)
• "Usage type" (Personal, Business, Both)
• "Do you own or rent?" (Own, Rent)