Questionnaire Settings (Lofty AOS)

Introduction

The questionnaire appears immediately after a visitor registers on your website. It collects additional information about their buying or selling timeline, pre-qualification status, and agent situation — details that help you prioritize and personalize follow-up.

There are two separate questionnaires: one for Buyers and one for Sellers. Each can be configured independently.

How to Access Questionnaire Settings

In the CMS, go to Settings > Lead Capture > Questionnaire Settings.

Click the Buyer or Seller tab to configure each form separately.

Enabling and Disabling the Questionnaire

Toggle the questionnaire on or off for each form type (Buyer and Seller) independently. If you only want a Buyer questionnaire, turn the Seller one off, and vice versa.

You can also choose whether to show an X button in the top-right corner so leads can close the questionnaire without answering. If you remove the X, leads must complete the questionnaire or navigate away from your site.

Style Settings

Customize the questionnaire's appearance for each form:

• Background Color — The color of the questionnaire panel
• Title — The heading displayed at the top of the questionnaire
• Description — Supporting text beneath the heading
• Button Text — The label on the submission button

Default Questions

Lofty provides default questions for each questionnaire. All responses are saved to the lead's profile in the CRM as a note.

Buyer Questions (5)

1. Are you a first-time home buyer?
2. Within how many months do you plan to buy a home?
3. Have you been pre-qualified for a mortgage?
4. Do you have a house to sell first?
5. Are you already working with an agent?

Seller Questions (4)

1. Within how many months do you plan to sell a home?
2. Is there a mortgage on your house now?
3. Do you want to buy a house?
4. Do you have an agent already?

Customizing Questions

You can edit, reorder, and hide individual questions to match your business focus.

• Edit — Change the question text or answer options
• Drag and drop — Reorder questions into your preferred sequence
• Eyeball icon — Hide a question so it doesn't appear to visitors (without deleting it)

Tips

• Keep the questionnaire short. Every additional question reduces the number of leads who complete it. Prioritize the 2–3 pieces of information most valuable to your follow-up.
• Ask about timeline first. "Within how many months do you plan to buy/sell?" is the highest-signal question — it immediately tells you how to prioritize follow-up.
• Use the responses in Smart Plans. Questionnaire data is saved on the lead profile, making it available as a filter for segments and Smart Plan enrollment triggers.

Troubleshooting

Questionnaire responses aren't appearing in the CRM. Confirm the questionnaire is toggled on and that the lead completed registration on your site (not just started it). Check the lead's profile Notes section in the CRM.

I want the same questions for buyers and sellers. Configure each tab separately — Buyer and Seller questionnaires are independent. Copy your question configuration from one tab to the other manually.

Frequently Asked Questions

Can I add my own custom questions?

Where do I find questionnaire responses in the CRM? Responses appear in the Notes section of the lead's profile page.

Can a lead skip the questionnaire? Only if the X button is enabled. If you remove the X, leads must interact with the questionnaire to proceed — though they can navigate away from the site entirely.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.