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Questionnaires & Surveys

Collect the information you need to move projects forward, onboard clients, and improve your services.

Vaasu Guduguntla avatar
Written by Vaasu Guduguntla
Updated this week

πŸ“Œ What Are Questionnaires?

Questionnaires in TalleFlow are fully customizable forms designed to gather detailed information from clients, prospects, or partners. They’re built using our drag-and-drop Unlayer form editor and can be reused as templates or created for specific projects.

Common uses include:

  • Client intake before starting a project

  • Feedback collection after delivery

  • Market research to understand your audience

  • Project briefs for vendors or collaborators


πŸš€ How to Create a Questionnaire

  1. Go to Documents in the main navigation

  2. Click Create Document

  3. Select Questionnaire as the document type

  4. Choose whether to:

    • Create a Template for ongoing use

    • Create a File tied to a specific project or contact

This opens the editor where you can design your questionnaire.


🧱 1. Add the Questionnaire Block

Inside the editor:

  1. Go to the Blocks tab

  2. Drag the Questionnaire Block onto your page

This block acts as the container for your entire form.
All questions and content elements will be added inside this block.


🧩 2. Add Questions & Content

Within the Questionnaire block, you’ll use the left-hand panel to add both interactive questions and content sections.

Question Fields

These are the inputs your client will answer:

  • Short Text

  • Long Text

  • Email

  • Phone

  • Number

  • URL

  • Date

  • Dropdown

  • Single Choice (Radio)

  • Multiple Choice (Checkboxes)

  • File Upload

Perfect for collecting requirements, preferences, logistics, and supporting attachments.


Content Blocks

These enhance readability and structure:

  • Headings

  • Paragraphs

  • Images

  • Dividers

  • Callouts

Use them to add instructions, explain details, separate sections, or provide clarity before clients answer.


✏️ 3. Edit Element Settings

Select any question or content element in the left-hand Manage Elements list to edit it.

Question Element Settings

  • Label (your main question text)

  • Placeholder text

  • Help text

  • Required toggle

  • Choice options (for dropdown, single, or multi-select)

Content Element Settings

  • Text content

  • Heading levels

  • Image URL + alt text

  • Callout styling

Changes update instantly in the live preview so you can see exactly how the form will look.


πŸ”€ 4. Reorder, Duplicate, or Delete Elements

Inside Manage Elements, you can:

  • Move questions up or down

  • Duplicate them

  • Delete them

On the canvas, you can also insert new elements between existing ones using the Add Question or Add Content buttons that appear between sections.

This gives you full control over your questionnaire layout.


πŸ‘ 5. Preview Your Questionnaire

Preview updates in real time as you build:

  • Required fields show indicators

  • Dropdowns + choice fields behave as expected

  • Layout spacing updates dynamically

  • Images, headings, and instructions appear as clients will see them

This helps you create a clean, intuitive flow.


πŸ’Ύ 6. Save Your Questionnaire

When you're done designing:

  • Click Save

  • Or click Save & Exit to return to the Documents list

Your questionnaire can now be sent to clients or linked inside projects.


πŸ“Š Viewing Questionnaire Responses

After a client completes a questionnaire, responses are stored automatically.

To view them:

  1. Go to Documents

  2. Click the Files tab

  3. Choose the Questionnaire tab

  4. Find your questionnaire in the list

  5. Look for the Responses column

  6. Click the X Responses link to see the full list of submissions

  7. Click any response to view it in detail

Each submission is timestamped and saved for future reference.


πŸ’‘ Best Practices for Great Questionnaires

  • Ask only what's necessary to encourage completion

  • Group related sections for clarity

  • Mix open-ended + structured questions for deeper insights

  • Preview often to ensure a smooth client experience

  • Use headings and callouts to guide clients through complex sections

  • Brand your questionnaire using images, tone, and structured layouts


🧭 Learn More

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