π What Are Questionnaires?
Questionnaires in TalleFlow are fully customizable forms designed to gather detailed information from clients, prospects, or partners. Theyβre 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
π 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.
π§± 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.
π§© 2. Add Questions & Content
Within the Questionnaire block, youβll 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.
βοΈ 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.
π 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.
π 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.
πΎ 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.
π Viewing Questionnaire Responses
After a client completes a questionnaire, responses are stored automatically.
To view them:
Go to Documents
Click the Files tab
Choose the Questionnaire tab
Find your questionnaire in the list
Look for the Responses column
Click the X Responses link to see the full list of submissions
Click any response to view it in detail
Each submission is timestamped and saved for future reference.
π‘ 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
