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.

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
• Adding Survey Actions
• Managing Survey Workflow Steps
  • Delete Survey Workflow Steps
  • Edit Survey Questions
  • Clone Survey Questions
  • Edit Survey Rules
  • Edit Redirect Steps
• Exporting Survey Submissions
  • Exporting Submissions
  • Viewing Export History
• 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:
   • 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:
     • 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.
     • Allow Multiple Answers: Enable this to allow respondents to select more than one answer.
     • Enable scoring: Toggle this option to assign scores to answers.
   • 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.
      

      • 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.

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 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.

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. From the When dropdown, you can now choose between two options:
   • 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 condition (e.g., “is Equal to” or “does not equal”).
   • Choose the answer that triggers this Split target.
     
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.
     
7. If you selected contact:
   • Choose a contact attribute 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.
     
8. You can add multiple rules by clicking Add Rule again. This allows you to create complex conditions based on both answers and scores.
9. 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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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.
3. Choose an action from the available options.
4. Configure the action details, click Create Action to finalize it.

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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.
   
3. Confirm by selecting Delete when prompted.

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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 Choice, Input, Image Choice, Contact Info, Email, or Phone Number.
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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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.
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.

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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 control 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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Exporting Survey Submissions

Survey Workflows allows you to export survey submissions as a CSV file for detailed analysis outside of ClickFunnels. You can download survey responses, including contact details, answers, and submission timestamps, for further use in applications like Excel or Google Sheets.

Exporting Submissions

1. In the Survey Workflows app, locate the survey you want to export.
2. Click the graph icon next to the survey name to open the submissions page.
3. On the submissions page, click the Export button in the top right corner.
   
4. The export process will begin, and once completed, a Download Export button will appear.
5. Click Download Export to download the CSV file, which will include the following details:
   • Survey Workflow name: This ensures you know which survey each export is from, especially if you are exporting multiple surveys.
   • Contact Name: If collected, the contact name will be included. If no name was provided, the email address is used.
   • Survey Answers: Each answer provided by respondents will be displayed under its respective question column. For any questions that were skipped or not reached due to branching logic, you will see “N/A” in the respective columns.
   • Submission date and time: You can track when each submission was completed.

Viewing Export History

1. To view previous exports, click the View Export Actions button next to the Export button on the submissions page.
   
2. You’ll see a list of past exports, including details such as:
   • The Survey Workflow name
   • The Status
   • The Created At timestamp
   • The Created By name
3. To view more details about a specific export, click View under the Actions column.
4. From there, you can see additional information and download the export if needed.

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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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