How to Create and Manage Survey Workflows

Survey workflows allow you to gather valuable insights from your customers efficiently. With this feature, you can tailor 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.

Table of Contents

• Requirements
• Creating a New Survey Workflow
  • 1. Accessing the Survey Workflow Builder
  • 2. Adding Questions
• Adding Branching Logic with Splits
  • 1. Creating a Split
  • 2. Setting Up Split Rules
  • 3. Defining the Split Target
  • 4. Customizing the New Branch
• How to Manage Survey Workflow Steps
  • Delete Survey Workflow Steps
  • Edit Survey Questions
  • Edit Survey Rules
  • Edit Redirect Steps
• Additional Information

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Requirements

• An active ClickFunnels account
• The Survey Workflow App

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Creating a New Survey Workflow

1. Accessing the Survey Workflow Builder

1. Navigate to the Survey Workflows app in the side navigation menu. Refer to our article Adding Apps to Your ClickFunnels Workspace for detailed information on how to add apps to your navigation menu.
2. Click Add new survey workflow.
3. Enter a Name for your survey workflow.
4. Click the Create survey workflow button to set up your new survey.

2. Adding Questions

1. In the survey workflow builder, click the + icon.
2. Select Add Question from the options.
3. Choose a Question Type:
   • Single-Select: One answer from multiple options.
   • Multi-Select: Multiple answers from given options.
   • Input: Free text response.
4. Enter your Question Headline in the provided field.
5. For Single-Select and Multi-Select questions, click Add Answer to include response options.
6. For Single-Select and Input questions, you can optionally set a Contact Attribute to save the response to a contact’s profile. You can access and add Contact Attributes from Workspace Settings > Contact Attributes.
7. Click Save Changes to add the question to your survey.

Repeat these steps to add more questions as needed.

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Adding Branching Logic with Splits

Splits allow you to create branching logic in your survey based on respondents’ answers. This feature enables you to skip questions or route respondents to different paths within your survey.

1. Creating a Split

1. Click the + sign where you want to add a split in your survey builder.
2. Choose Add Split from the options.
3. You’ll see a yellow icon at the end of the split branch.

2. Setting Up Split Rules

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.
   • Edit 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 Edit Rules.
3. Click Add Rule to set conditions for the Split.

4. Select a question from the When dropdown.

   The When dropdown shows the current question and all previous questions in your survey flow.

5. Choose a condition (e.g., “is Equal to” or “does not equal”).
6. Select the Answer that triggers this Split target.
   
7. Click Save to apply your rules.

The yellow icon will change to a branch icon after setting the rule.

3. Defining the Split Target

1. Click the branch icon to open the menu.
2. Select Change Target from the options.
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.
     
4. Click Submit to confirm your selection, a new branch will appear in your survey workflow, displaying the selected option.

4. Customizing the New Branch

1. Click on the newly created branch.
2. Customize depending on your selection:
   • Redirect: Specify the destination URL, page, or funnel.
   • Go to Question: Select the specific question you want to route respondents to.
   • End Survey: No further customization is needed.
3. Click Save Changes to apply your redirect settings.

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How to Manage 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.
   
3. Confirm the deletion when prompted by selecting Delete.

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Edit Survey Questions

1. In your survey workflow builder, click on the question you want to modify.
2. Choose the Question Type from Single-Select, Multi-Select, or Input.
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.

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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.
   
3. In the Manage Rules panel, adjust the existing rules or add new ones.
4. Set conditions for each rule to determine the survey flow.
5. Click Save to apply your changes.

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Edit Redirect Steps

1. Find and click on the redirect step in your survey workflow builder.
2. Modify the redirect Type or destination.
3. Click Save Changes to update the redirect step.

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Additional Information

• Getting Started with Survey Workflows
• How to Add Survey Workflows to Funnels
• How to Create a New Funnel

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