Questionnaires determine what feedback Tattle collects from your guests — which operational categories appear, what additional questions are asked, and how guests access the survey.
Step 1: Start a New Questionnaire
Navigate to Questionnaires in the left menu and select "Manage".
Select the channel you want to create the questionnaire for (e.g., "Guest Experience Survey").
Enter a title for your questionnaire.
Select a questionnaire type:
Create from scratch — build a new questionnaire with no pre-existing settings
Copy an existing questionnaire — duplicate one of your current questionnaires
Copy an expert questionnaire — start from a battle-tested survey template available to all Tattle users
If you selected "Copy an expert questionnaire", select the specific use case for your questionnaire.
Click "Create".
Step 2: Configure General Settings
You will be taken to the settings page for your new questionnaire. Configure the following:
Title — the name of this questionnaire
Ordering channel — the channel this questionnaire applies to
Guest email capture — how the guest's email address is collected
Email verification — whether guests are required to verify their email
Custom headline or message — optional intro text shown to guests at the start of the survey
CER question — customize the wording of the overall satisfaction question
Recapture verification — toggle on if required
Item level feedback — toggle on to require item-specific feedback after the initial survey (requires a POS integration)
Online providers — configure which review platforms (e.g., Google, Yelp) are shown to guests at the end of the survey
Access control — set how often a guest can take this survey and how often they can receive a reward
Reward setup — configure the reward guests receive for completing the survey, if applicable
Step 3: Set Up Snapshots (Operational Categories)
Snapshots are the operational categories guests rate in your survey — such as Hospitality, Food Quality, and Speed of Service. If you started from an expert questionnaire, default categories will be pre-populated.
Scroll to the Snapshot Setup section.
To edit a category, click the pencil icon. You can make it optional and add or remove factors.
To remove a category, click the trash icon.
To add a new category, click the blue "Add a Snapshot" button and select from the available options.
Note: Factors are the specific elements within each category that guests rate (e.g., within Hospitality: greeting, enthusiasm, farewell). Adding specific factors gives you more actionable data.
Step 4: Add Additional Questions
Scroll to the Additional Questions section.
Add any questions relevant to your business — visit frequency, loyalty app sign-up, specific menu items, marketing demographics, or other operational feedback.
To make a question conditional, configure it to appear only when a guest gives a specific answer to a previous question.
Step 5: Save and Publish
Click "Save" in the top corner to save all settings.
When you are ready for guests to start receiving this questionnaire, click the play button to make it live.
Important: Clicking the play button makes the questionnaire live immediately. Guests will begin receiving it based on your access control settings.