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Profectus – Goal Questions CMS
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CMS Help Guide
📋 Overview
This CMS manages questionnaires for the Profectus goal-setting application. Each questionnaire contains questions that help users define their goals in different categories (fitness, nutrition, professional, finance, skills).
🏗️ Structure
Questionnaires
Each questionnaire represents a category (e.g., "fitness") in a specific language and version. Click "Questions" to manage the questions within a questionnaire.
Questions
Individual questions that users answer. Questions can be standalone or grouped into sections for better organisation.
Sections
Optional groupings for questions. Use sections to organise related questions together (e.g., "Personal Information", "Goals & Preferences"). Questions without a section appear individually.
📝 Question Types
- Input: Text field for open-ended responses
- Select: Dropdown choice from predefined options
- Radio: Button-style single choice (ideal for 2-4 options like gender, yes/no)
- Multiselect: Multiple choices from predefined options
- Range: Scale picker (e.g., 1-10 for rating importance or satisfaction)
- Number: Numeric input with optional limits (e.g., budget, frequency, age)
🔧 Common Tasks
Creating a New Questionnaire
- Click "New" on the main page
- Set category, language (locale), version, and active status
- Click "Save"
- Click "Questions" to add questions
Adding Questions with Sections
- Open a questionnaire's questions
- Click "Manage Sections" to create sections first
- Create sections with descriptive titles
- Go back and click "Add question"
- Select a section from the dropdown or leave as standalone
Bulk Import
Use the JSON field in questionnaire settings to import multiple questions at once. Format:
[
{
"type": "multiselect",
"prompt": "What are your main interests?",
"options": ["health", "career", "relationships"]
}
]
💡 Best Practices
- Section Organisation: Group related questions (5-8 questions per section works well)
- Question Wording: Use clear, specific language that users will understand
- Option Formatting: For select/multiselect, use comma-separated values
- Version Control: Increment version numbers when making significant changes
- Testing: Use inactive questionnaires for testing before making them live
👥 Users
The Users view exposes staging accounts to help QA. You can:
- Refresh: Pull the latest Firestore snapshot with the Refresh button.
- Inspect: Each entry shows UID, email, registration status, onboarding data and quiz progress.
- Clean up: Use the trash icon to delete users (removes profile + onboarding payloads). This action is irreversible.
All user operations are limited to stage. Never use production service accounts here.
❓ FAQ
The FAQ section manages the Help screen content in the mobile app.
- Create / Edit: Provide a short question, a concise answer, order (default 100) and mark as active to publish.
- Ordering: Lower numbers appear first. Reserve gaps (100, 200, 300) so you can insert new entries later.
- Drafting: Set Active = false to hide an item without deleting it.
💳 Plan Tiers
The Plan Tiers view controls global token/request limits for each subscription tier. Typical workflow:
- Click + Add Tier to configure a new tier key (e.g.,
free,premium). - Fill the limit fields. Leave blank to represent “no limit”.
- Use Load to fetch an existing tier, adjust the description or limits, then click Save.
- Press Refresh if another admin has modified tiers to ensure you see the latest values.
The defaults apply when a user has no explicit plan document. Individual user plans override these numbers.
⚠️ Important Notes
- Changes are saved immediately to the database
- Deleting sections converts assigned questions to standalone
- Question IDs and section IDs are auto-generated from titles
- Only active questionnaires appear in the mobile app
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