Send customer-facing questionnaires to qualify prospects, capture leads from a public URL, and seed product configurations from the answers.
Qualifying Interviews are short, customer-facing questionnaires you send to a prospect to qualify a deal before sinking time into a proposal. RevOrbit ships interview templates with conditional logic, auto-save, country pickers, and per-rep links. Submitted answers are stored on the lead or deal and can be used to seed a Product Configuration with one click.
Two Ways to Run an Interview
Pick the mode that matches the situation.
1
Invite mode (/i/{token}) — A 64-character per-prospect token. Best when you already know who you're talking to. The link can be emailed via Resend with your org's branding, optionally pre-fills the prospect's name/email/company from the lead, and can carry an expiry date.
2
Capture mode (/l/{public_slug}) — A public URL that anyone can submit. Best for website forms, trade-show kiosks, or LinkedIn outreach. A new Lead is created on submit. Append ?r={user_id} to auto-assign the captured lead to a specific rep.
Sending an Interview Invite
Send a personalized invite from a Lead or Deal detail modal.
1
Open a Lead or Deal and click the Interviews tab.
2
Click Send Interview.
3
Choose a template (e.g. Foxit PDF SDK Qualification) and confirm the recipient(s), optional expiry, and a personal note. On a Deal you can pick several contacts at once — Primary (Ship To), Bill To, and Reseller — and each gets their own invite; on a Lead it's a single recipient.
4
Click Send — the prospect receives a branded email (logo + your contact info) with a CTA button to the secure link.
5
The invite appears in the Interviews tab with status Pending, Started, or Submitted, plus a copyable direct link.
Personalized Lead-Capture URL
Each rep has a personal capture link they can share on LinkedIn, in email signatures, or on a website form. Submissions are auto-assigned to that rep.
1
Go to Leads and look for the Lead Capture card at the top of the page.
2
Copy the URL — it already includes your ?r={user_id} query parameter.
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Anyone who submits via that link creates a new Lead automatically assigned to you.
4
An in-app notification fires when someone submits via your personal link.
What the Prospect Sees
The interview is a multi-page form on its own URL — separate from the CRM, no login required.
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Branded header & footer — your org logo, company name, and address from Quote Settings.
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Progress bar showing the current page out of total pages.
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Auto-save — answers are saved on every change; the prospect can leave and resume later from the same link.
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Conditional logic — pages and questions can be hidden based on previous answers (e.g. server-style question only appears if Windows or Linux is selected).
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Searchable country picker for any country field — full ISO 3166-1 list, no giant scrolling dropdown.
Mobile-responsive so prospects can fill it out on a phone.
Reviewing Responses
Submitted interviews appear on the entity's Interviews tab.
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Open the response viewer to see every question and the prospect's answer.
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Rep flags appear at the top — derived from answers (e.g., Competitive deal, Fast timeline, High compliance, Custom OS) so you can scan a deal's posture without reading the whole interview.
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If the prospect typed an Other value (custom OS, custom competitor name) it's preserved verbatim.
Seeding a Product Configuration from an Interview
Skip the configurator wizard's first few steps by importing the prospect's answers.
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On the deal's Configurations tab, use the split-button option Start from Interview under + New Configuration.
2
Pick a submitted interview from the list.
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RevOrbit creates a draft configuration with platforms, license type, and standard features pre-selected based on the template's field_map rules.
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Continue the wizard to refine pricing, then save.
Qualification → Deal Close Date
When you qualify a Lead that has a submitted interview, the new Deal's expected close date is derived from the prospect's target_timeline answer rather than a fixed 30 days.
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0–3 months → 90 days out.
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3–6 months → 180 days.
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6–12 months → 365 days.
4
12+ months → 540 days.
5
Just evaluating → 180 days.
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No timeline answer → 30 days (legacy fallback).
Managing Interview Templates
Templates are JSON-driven and edited from the admin UI.
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Go to Settings → Interviews (admin only).
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Edit the template's name, public slug (used for the capture URL), and whether Lead Capture is enabled.
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Add or remove pages and questions; configure conditional logic with operators (equals, not_equals, in, not_in, includes, includes_any).
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Templates can also be re-seeded from JSON via scripts/seed_interview_template.php — useful when revising the canonical template across environments.
Interviews are short on purpose — most templates land at 3–5 pages and 8–15 questions. The goal is qualification, not a full discovery call.
All public interview endpoints are token-gated and rate-limited (100 requests / 10 minutes per IP) to accommodate auto-save traffic without exposing them to abuse. Email invites are sent via Resend in staging and production; they're skipped on dev (in-app notifications still fire).
Public invite tokens are 64-character random hex strings — anyone with the link can submit. Treat invite URLs like passwords. If you need to revoke, delete the invite from the Interviews tab.
Frequently Asked Questions
Yes. Templates are scoped per organization and keyed by slug. Most teams have one per product line.
Submitted responses survive; they remain on the deal if qualification linked the interview to a deal. Pending invites are deleted with the lead.
No. Public invite and capture links work without any login. The token in the URL is the only credential.
Submitted interviews are read-only to preserve the audit trail. Send a new invite if you need updated answers.
