📌 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

🚀 How to Create a Questionnaire

Go to Documents in the main navigation
Click Create Document
Select Questionnaire as the document type
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:

Go to the Blocks tab
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.

🔀 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.

👁 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.

💾 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.

Using Conditional Logic in a Questionnaire

Conditional logic lets you show a question only when a previous answer matches a specific value.

This is useful when you want the questionnaire to feel more relevant and less cluttered. Instead of showing every question to every person, you can reveal certain questions only when they apply.

How conditional logic works

Conditional logic is set on the question you want to show conditionally.

In the question settings, look for the Conditional Logic section and turn on the Enable checkbox.

Once enabled, you’ll be asked to set two things:

Show this question when
Choose the earlier question that should control whether this question appears.
Answer contains
Choose the answer value that should trigger the current question to show.

If the person filling out the questionnaire selects that matching answer, the question will appear. If not, it stays hidden.

When you can use it

Conditional logic works best when the earlier question has clear, selectable answer choices.

This means it is most useful for question types with fixed response options, like:

dropdown
single choice
multiple choice

These question types work well because the system can check for a specific selected value.

Example

Let’s say you have a question called:

Do you need add-ons?

With answer choices:

Then on a later question, you can enable conditional logic and set:

Show this question when: Do you need add-ons?
Answer contains: Yes

Now that follow-up question will only appear for people who selected Yes.

Why this is helpful

Conditional logic helps you:

keep questionnaires shorter
avoid showing irrelevant questions
create a smoother experience for the person filling out the form
collect more targeted information based on previous answers

Best practices

Use conditional logic when a follow-up question only applies to certain answers
Keep the controlling question simple and clear
Use fixed-choice question types when setting up logic
Double-check that the selected answer value matches the response you want to target