--- title: "How to Create and Manage Survey Workflows" slug: "how-to-create-and-manage-survey-workflows" updated: 2025-07-30T17:28:22Z published: 2025-07-30T17:28:22Z canonical: "support.myclickfunnels.com/how-to-create-and-manage-survey-workflows" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Create and Manage Survey Workflows Survey workflows allow you to gather valuable insights from your customers efficiently. With this feature, you can customize questions, set distribution rules, and track responses all in one place. In this article, you’ll learn how to set up and customize your survey workflows so you can start collecting valuable data to improve your business decisions. ![A screenshot of the survey workflow builder.](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/pi4clpuamctyqggw91talnjeix0fud4bna.png) --- ## Requirements - An active ClickFunnels account - The [Survey Workflow](/v1/docs/adding-apps-to-your-clickfunnels-workspace) app added to your workspace --- ## Creating a New Survey Workflow 1. Navigate to the **Survey Workflows** app in the side navigation menu. Refer to our article [Adding Apps to Your ClickFunnels Workspace](/v1/docs/adding-apps-to-your-clickfunnels-workspace) for detailed information on how to add apps to your navigation menu. 2. Click **Add new survey workflow**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-6BHSLCBL.png) 3. Enter a **Name** for your survey workflow. 4. Click the **Create survey workflow** button to set up your new survey. --- ## Adding Survey Workflow Questions Survey questions are the core components of your workflow. hey determine what information you collect and how respondents interact with your survey. Each question type is designed for a specific kind of input, whether it's free text, a multiple-choice selection, or contact details. Before adding questions, it's helpful to understand the available formats and how their settings—like scoring, attributes, and response logic—affect both the user experience and the data you capture. This section explains how to select and configure the right questions for your goals. 1. In the **survey workflow builder**, click the **+** icon. 2. Select **Add Question** from the options. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8Z4A8Y4N.png) 3. Choose a **Question Type**: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-V09MLNKE.png) - **Choice**: Allows for single or multiple selection answers. - **Input**: Free text response. - **Image Choice**: Allows respondents to choose from image-based answers. - **Contact Info**: A question type that allows you to collect contact details like name, email, and phone number in a single question. - **Email**: Collects the respondent’s email address. - **Phone Number**: Collects the respondent’s phone number. 4. Enter your **Question Headline** in the provided field. 5. Configure additional settings: - **Choice Questions**:![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image(541).png) - **Enable scoring**: Toggle this option to assign scores to answers. - **Allow Multiple Answers**: Enable this to allow respondents to select more than one answer. - **Enable ‘Other’ Choice**: Adds “Other” as the final option in the list of answers, allowing respondents to type a custom response directly in the survey. - **Dynamically Generate Options**: Automatically adds custom responses entered under “Other” to the list of answer options for future survey submissions. For example, if a respondent types in a unique response, it can become a selectable option for future respondents. Disable this if you do not want custom responses to appear as new answer options. - **Contact Attribute**: Optionally set this to save the response to a contact’s profile. You can access and add Contact Attributes from **Workspace Settings** > **Contact Attributes**. > [!NOTE] > Note > > When configuring **contact attributes** for Choice Questions, the available options depend on whether Allow Multiple Answers is toggled on: > > - If **Allow Multiple Answers is off**, you can map to any contact attribute type. > - For**Allow Multiple Answers is on**, only multi-select contact attributes will be shown in the dropdown. These attributes store multiple answers for a single question. If no multi-select contact attributes exist, the dropdown will be empty. To use one, create it in **Workspace Settings > Contact Attributes** with the **Select Field** type and **Allow Multiple** enabled. For step-by-step instructions, refer to the [How to Add and Manage Contact Attributes](/v1/docs/how-to-add-and-manage-contact-attributes) article. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-WDDEJ55I.png) - **Input Questions**: - **Contact Attribute**: Optionally set this to save the response to a contact’s profile. You can access and add Contact Attributes from **Workspace Settings** > **Contact Attributes**. - **Image Choice Questions**: - **Allow Multiple Answers**: Enable this to allow respondents to select more than one image-based answer. - **Show Labels**: Toggle this option to display text labels under each image. - **Image Size**: Select the image size (e.g., small, medium, large). - **Enable scoring**: Toggle this option to assign scores to image-based answers. - **Contact Info Questions**: - Enter a **Title** for the contact information section. - Optionally, add a **Description** to provide additional instructions or context for respondents. - Toggle the options to collect **Name**, **Email**, and/or **Phone Number** fields in a single question. - You can choose which fields to collect by turning each one on or off as needed. - **Email**: - **Headline**: Enter a title or label for this field, such as “Email Address.” - **Description**: Optionally, add additional instructions or context for the respondent. - **Phone** Number: - **Headline**: Enter a title or label for this field, such as “Phone Number.” - **Description**: Optionally, provide guidance or additional context for entering a phone number. 6. For **Choice** and **Image Choice** questions, click **Add Answer** to include response options. 7. Click **Save Changes** to add the question to your survey. 8. If scoring is enabled for **Choice** or **Image Choice** questions: 1. Scroll down to the **Options** section to view answer choices. 2. Assign scores to each answer option in the **Score** field below each answer. ![adding scores](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/xswq7rqfizrtjayhyirzflqndelcg-lspq.png) > [!NOTE] > **NOTE** > > - Scores are arbitrary - you can use any numerical values that make sense for your survey. > - You can use different score ranges (e.g., 0-100) or weighted scoring for more complex surveys. > - Remember that the total possible score for the survey will be the sum of the highest scores for each question. 9. Repeat these steps to add more questions as needed. --- ## Adding Branching Logic with Splits Branching logic helps you create a more personalized experience by adjusting the path of your survey based on how someone responds. Instead of showing every question to every respondent, you can guide each person through only the questions that are relevant to them. This makes your surveys shorter, more engaging, and more effective. In the survey builder, branching logic is applied using **splits**. A split is a point in the survey where the flow can change depending on a respondent’s answers, score, or profile details. You can use splits to skip questions, redirect to a different part of the survey, or even end the survey early. This section explains how splits work and shows you how to use them to build flexible, responsive surveys. ### Creating a Split 1. Click the **+** sign where you want to add a split within your survey builder. 2. Choose **Add Split** from the options. 3. You’ll see a **yellow icon** at the end of the split branch. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-ZJSP0AEL.png) ### Setting Up Split Rules Rules define the logic behind a split. Each rule tells the system when to apply a specific survey path, such as when a respondent selects a certain answer, reaches a score threshold, or matches contact criteria. You can combine multiple rules to build more advanced conditions. 1. Click on the yellow ⚠ icon to open the split options menu with the following options: - **Add Question**: Adds a new question to the split branch. - **Add Rules**: Allows you to set or modify the conditions for the split. - **Change Target**: Lets you specify where respondents should be directed if they meet the split conditions. - **Delete Split**: Removes the split from your survey workflow. 2. To set up the split logic, click **Add Rules**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-6H293SBX.png) 3. Click **Add Rule** to set conditions for the Split. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-A8NCUGKG.png) 4. From the **When** dropdown, you can now choose between two options: ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-RW259K17.png) - **answer to**: This allows you to create rules based on specific answers to questions. - **score**: This new option lets you create rules based on the cumulative score of the survey up to this point. - **contact**: Use existing contact attributes to define survey paths based on prior interactions, such as tags or other profile data. 5. If you selected **answer to**: - Choose a specific **question** from the second dropdown. - Select a **Rule Type** (e.g., “is Equal to” or “does not equal”). - Choose the **answer** that triggers this Split target. ![answer to rule option](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/tmjcm4d7wjtllpce3zm5cotnteqgr_w7aw.png) 6. If you selected **score**: - Choose a **condition** (e.g., “is equal to”, “is greater than”, “is less than”). - Enter the score value in the **Expected Value** field. ![score rule option](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/mko9zzg-hwoons1tbtulbbia0kjsk_-waa.png) 7. If you selected **contact**: - Choose a **filter type** from the dropdown (e.g., Contact Tags, Email Address, First Name). - Select a **condition** (e.g., “is,” “contains,” “starts with”). - Enter or select the specific **value** for the contact attribute that will trigger this Split target. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/-TmOQ8lPDV1C0SFO7THZhiYL6Sie779JgQ.png) 8. Use **+ AND** or **+ OR** to combine multiple conditions as needed. This allows you to create complex conditions based on both answers and scores. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-D9G1UFOW.png) 9. Click **Save** to apply your rules. The yellow icon will change to a branch icon after setting the rule. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-K993XNR7.png) ### Defining the Split Target Once a rule is in place, the split needs a target. This is what the respondent will see or experience if the rule conditions are met. Targets can direct the respondent to another question, end the survey, or redirect them to a specific page or funnel. 1. Click the **branch** icon to open the menu. 2. Select **Change Target** from the options. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-PUN6MKB0.png) 3. In the **Edit Branch** window that appears, choose the appropriate **Target Type** from the following options: - **End Survey**: Finishes the survey at this point. - **Redirect**: Sends respondents to a different URL, page, or funnel. - **Go to Question**: Routes respondents to a specific question within the survey. ![Change target options](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/qt8cyymszm1yzihkgcrpwo0z4mxfirzypw.png) 4. Click **Submit** to confirm your selection, a new branch will appear in your survey workflow, displaying the selected option. --- ## Adding Survey Actions Survey actions enable you to trigger specific workflow steps based on the answers respondents provide in your survey. For example, you can apply a tag when someone selects a specific option, send a follow-up email, or enroll them in a course. These actions help you engage with your audience in real-time and keep your workflows running smoothly. You can choose from various actions, including sending emails, applying tags, triggering workflows, and more, all directly from the Survey Workflow builder. 1. In the Survey Workflow builder, click the **+** icon next to a question to add an action. 2. From the dropdown, select **Add Action**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-K5GETMVL.png) 3. Configure the action details, then click **Create action**. 4. Set the **rules** for when the action should be triggered by clicking the **branch** icon and specifying the **conditions** (based on specific answers or scores). > [!NOTE] > NOTE > > If you want an action to apply to all survey respondents, you don't need to set a rule. --- ## Managing Survey Workflow Steps ### Delete Survey Workflow Steps 1. In the Survey Workflow builder, locate the **step** you wish to delete. 2. Click the red **X** icon in the top-right corner of the step. ![Delete step icon](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/atb_kger34jztifcspfb967umzgwxlg6aq.png) 3. Confirm by selecting **Delete** when prompted. --- ### Edit Survey Questions 1. In your survey workflow builder, click on the **question** you want to modify. 2. Choose the **Question Type** from Choice, Input, Image Choice, Contact Info, Email, or Phone Number. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-4AHGFNKE.png) 3. Modify the **Question Headline** as needed. 4. If applicable, select a **Contact Attribute** to associate with the response. 5. Click **Save Changes** to apply your modifications or “Discard” to cancel. --- ### Clone Survey Questions 1. In your survey workflow builder, locate the **question** you want to duplicate. 2. Click the **three dots ⋮** next to the question. 3. Select **Clone Question** from the dropdown menu. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-PUWF5LDM.png) 4. A duplicate of the original question will appear in your survey with all options, scores, and settings copied over. 5. You can modify the cloned question as needed or use it as is to maintain consistency across different branches or sections of your survey. --- ### Edit Survey Rules 1. In your survey workflow builder, locate the **step** with the added rule. 2. Click on the **branch** icon associated with that step then click **Edit Rules**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-RFTUGYBH.png) 3. In the **Manage Rules** panel, adjust the existing rules or add new ones. 4. Set **conditions** for each rule to control the survey flow. 5. Click **Save** to apply your changes. --- ### Edit Redirect Steps 1. Find and click on the **redirect step** in your survey workflow builder. 2. Modify the redirect **Type** or **destination**. ![](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/image-8YIVERLH.png) 3. Click **Save Changes** to update the redirect step. ## Related - [Getting Started with Survey Workflows](/getting-started-with-survey-workflows.md) - [How to Add and Configure Survey Element in Funnels](/how-to-add-and-configure-survey-element-in-funnels.md) - [How to Create a New Funnel](/how-to-create-a-new-funnel.md)