Use client merge tags in questionnaires

When building a questionnaire, you can insert client merge tags so names, emails, and addresses fill in automatically for each recipient when the questionnaire is sent.

1. Open the questionnaire in the document editor
2. Use the Smart Tags control in the questionnaire content area
3. Pick a tag such as Client full name, Client email, or address fields
4. Save and send the questionnaire as usual

Project-linked questionnaires support indexed client slots (Client 1, Client 2, and so on) when the project has more than one contact. Tags resolve from the matching contact on the project at send time.

If a tagged field is empty on the contact record, the merge tag resolves to an empty value in the sent questionnaire—there is no placeholder sentence. Fill in contact details before sending when the wording must always show a name or email.

💡 Tip: Preview the document share flow before sending to catch missing client data.

Related help in the TalleFlow Knowledge Base:

• All Smart Tags And What They Do
• Using Merge Tags in Automations
• Note categories and merge tags in documents and emails
• Completing Questionnaires in the Client Portal