Articles on: Selling Tools: Buyers & Outreach

Buyer questionnaires (post-purchase check-ins)

A buyer questionnaire is a short survey Creatures emails to a buyer after they confirm pickup on a sale paid through a Creatures invoice. You set it up once in your buyer pipeline, and each buyer's answers show on their card.


Create a questionnaire


  1. Open Dashboard, choose the Selling tab, then Buyer pipeline.
  2. Scroll down to Post-purchase questionnaires.
  3. Choose the Sender the buyer knows: you, or an organization you own or co-own.
  4. Enter Days after pickup. Use 0 for the same day, or a later number, such as 7, to give the new family time to settle in.
  5. Give it a short Name. Buyers see it as the survey's title.
  6. Write your questions. For each one, choose Long text, Short text, Rating (1 to 5) or Yes or no. Untick Required if an answer is optional.
  7. The form shows three questions. Select Add question for more, up to 10. Leave any extra rows blank.
  8. Select Create questionnaire.


New questionnaire form with sender, days after pickup, name, four question rows and an Add question button


Change or stop one


You can't edit a questionnaire after you create it, because answers are tied to its questions. To change the questions, archive it and create a new one.


Active questionnaires shows each one's sender, timing, number of questions and number of answers. To stop one, select Archive and confirm. New pickups won't get it, and surveys not sent yet are stopped. Answers already sent in stay on each buyer's card.


Active questionnaires list showing First week check-in, 5 days after pickup, 3 questions and 1 submitted, with an Archive button


What happens after pickup


When a buyer confirms pickup on a paid Creatures invoice, Creatures schedules every active questionnaire from that invoice's sender. The invoice must be linked to the buyer's Creatures account, and the account needs an email address.


Only questionnaires that exist at that moment are scheduled. A new questionnaire doesn't reach earlier buyers. A sale that closes on its own, without the buyer confirming pickup, doesn't get one.


Creatures sends the survey through an automatic email series it creates for the questionnaire. It's listed in Email series as "Post-purchase questionnaire:" plus the name. It starts only after pickup, so you can't start it by hand. The usual series rules apply, such as one email per buyer per day. See Automated buyer follow-up (email series).


What the buyer sees


The buyer gets a private link to a simple form. They don't need to sign in, and the link takes one set of answers. Buyers who are signed in can use Help me write on longer answers.


After the questions, Short testimonial (optional) lets them share a sentence or two. You read it with their answers either way. You may quote it publicly only if they tick the box that says you may quote their testimonial.


Buyer questionnaire on a phone with an optional short testimonial and a box to allow public quoting


A questionnaire answer is not a public review. See Leaving a review.


Read the answers


In Buyer pipeline, find the buyer's card for that sale. The small line under their name ends in Reservation or Invoice. Open Notes, contact log, and results. Questionnaire results shows each survey's status and, once it's sent in, every answer. If the buyer allowed quoting, you'll also see "Public testimonial consent: Yes" with their words.


Questionnaire results on a buyer card with three submitted answers


If no survey was sent


Check that:


  1. The buyer confirmed pickup on a paid Creatures invoice.
  2. The questionnaire was active, for the same sender, before pickup.
  3. The invoice is linked to the buyer's Creatures account, which has an email address.
  4. The buyer hasn't unsubscribed from this sender's series emails.


If Active questionnaires says "Sending paused" with a number waiting, select Review email series. Approve every step, then select Activate. A survey can arrive a little after the delay ends. If these checks don't explain it, contact Creatures Support.



Updated on: 29/10/2026

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