Articles on: Editor

How to use the survey element

In this article, you will learn how to use the survey element.

You will need:

From the page editor, drag the survey element from the panel on the left and drop it onto your page. (number 1 in the image)

To edit the survey's questions, click on the configuration icon (number 2 in the image), then on "Edit survey questions". (number 3 in the image)

A popup will appear, allowing you to add, modify, delete, or reorder the survey's questions:

To modify a question, click on it and make the changes. (number 4 in the image)
To add a new question, click on the "Add question" button. (number 5 in the image)
To delete a question, click on the "Trash can" icon. (number 6 in the image)
To reorder a question, click on the "Arrow" icon. (number 7 in the image)

Note: You can add as many questions to your survey as you like.

When adding a new question or modifying an existing one, you can also:

Add a subtitle to describe your question. (number 8 in the image)
Click on "Add answer" to add different answers to your question. (number 9 in the image)
You can assign a specific tag to each answer to easily distinguish and recognize the contacts who have selected this answer. If you don't want to add a tag when a contact selects this answer, you can leave this field empty. (number 10 in the image)

You can also allow students to submit a free-form answer to a question by checking the "Open-ended answer" checkbox. (number 11 in the image)

Note: It's not possible to assign a tag to "Open-ended" answers.

When you're done editing the survey, click on the "BACK" button.

Note: You can set up automation rules based on the tag associated with each answer.

Example: You want to send an email to prospects who selected the first answer and were marked with "Tag 1".

For this, create an automation rule with the trigger "Tag added" and choose the action "Send email".

To know more about automation rules, check this article: How automation rules work.

You can customize the look of your survey using the settings below:

Finally, click "Final step" to configure the button and input fields:

Accessing survey answers

Contact's answers can be found within their contact record.

To access the contact record, go to "CRM" and then to "Contacts", and click on the contact's email address.

Notes:

This feature is only available for sales funnels or blogs.
For courses, create the survey on a page within a sales funnel, then provide a link in the course to redirect students to it, rather than having the survey directly on a course page.

Updated on: 05/07/2025

Was this article helpful?

Thank you!