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Questionnaires & Surveys

Last Update hace un mes

Questionnaires & Surveys Questionnaire Responses

Questionnaires & Surveys

Vaasu Guduguntla

Last Update hace un mes

šŸ“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 intakeĀ before starting a project
  • Feedback collectionĀ after delivery
  • Market researchĀ to understand your audience
  • Project briefsĀ for vendors or collaborators

šŸš€ How to Create a QuestionnaireĀ 

  1. Go toĀ DocumentsĀ in the main navigation
  2. ClickĀ Create Document
  3. SelectĀ QuestionnaireĀ 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.ā€‹

                        šŸ§± 1. Add the Questionnaire BlockĀ 

                        Inside the editor:
                        1. Go to theĀ BlocksĀ tab
                        2. Drag theĀ Questionnaire BlockĀ onto your page

                        This block acts as the container for your entire form.

                        All questions and content elements will be added inside this block.

                          šŸ§© 2. Add Questions & Content

                          Within the Questionnaire block, you'll use the left-hand panel to add bothĀ interactive questionsĀ andĀ 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.

                            āœļø 3. Edit Element Settings

                            Select any question or content element in the left-hand Manage Elements list to edit it.
                            Question Element Settings
                            • LabelĀ (your main question text)
                            • Placeholder text
                            • Help text
                            • Required toggle
                            • Choice optionsĀ (for dropdown, single, or multi-select)
                            Ā 

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