TalleFlow Help Center | Questionnaires & Surveys

📌 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 Questionnaire Blocks

Inside the editor:

Go to the Blocks tab
Drag the Questionnaire Block onto your page

Each Questionnaire Block holds a group of questions and content elements.

You can add as many Questionnaire Blocks as you like, anywhere in your document: between text, images, and other content, and across multiple pages. Drag in another block whenever you want to start a new section.

🧩 2. Add Questions & Content

Within each 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)

📚 4. Use Multiple Questionnaire Blocks

Every Questionnaire Block in a document belongs to the same questionnaire. When your client submits, answers from all blocks are sent together as one response.

You'll see a single entry in Questionnaire Responses, not one per block
You can still put many questions inside one block
Or split questions into sections, with your own headings, images, and design in between

Example: a wedding intake questionnaire could have an "About You" block on page one, a "Venue & Timeline" block on page two, and a "Style Preferences" block after your gallery of inspiration photos. Your client fills in all three and submits once.

📤 5. How Clients Submit

Questionnaire Blocks no longer include their own Submit button. Instead, your client sees one Submit button in the document header of the Client Portal.

Multi-page documents: earlier pages show Next; Submit appears on the last page
After submitting: your client sees a thank-you step
Older questionnaires: any Submit button that was inside a block is removed automatically

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