Questionnaires allow you to collect consistent and structured client information.
Mercury Nexus includes a preloaded Master questionnaire template. You cannot edit this template directly. Instead, you must create a copy and customise it for your business.
Access questionnaire settings
To begin:
Log in to Mercury Nexus.
Open the Admin app.
Select CRM Settings from the left-hand menu.
Click Questionnaires in the top menu.
Clone the Master questionnaire
To create your own version:
Select the Master questionnaire template.
Click Clone.
Update the questionnaire name.
Important
If you are creating a Needs Analysis questionnaire, the name must include the words
Needs Analysis. This ensures the Preliminary Assessment merge template correctly pulls the questions.
Update questionnaire details
After cloning:
Add guidance in the Details field explaining how the questionnaire should be used.
Review the available Modules.
Each module represents a separate page in the questionnaire.
Edit modules and questions
Within each module:
Review the existing questions.
Add, edit or remove questions as required.
Each question added to a module will appear on that page for the client.
Preview your questionnaire
Select Preview at any time to review the questionnaire layout and client experience.
This allows you to check:
Question flow
Page structure
Formatting
Activate the questionnaire
When you are satisfied with your changes:
Select Active to make the questionnaire available to users.
Close the tab to exit.
Changes save automatically as you work.
Apply your changes
You must log out and log back in to Mercury Nexus before your changes take effect.
Note (Blue)
If users cannot see the updated questionnaire:
Confirm it is marked Active; and
Confirm they have logged out and logged back in.
Best practice tips
Do not modify the Master template directly.
Use clear naming conventions for version control.
Review question wording to ensure compliance with responsible lending requirements.
Test the questionnaire internally before sending to clients.
Need help?
If you need help creating or managing questionnaires in Mercury Nexus, contact your Partnership Manager or email [email protected].