How to add a survey to your page

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

You will need:

• A systeme.io account.
• A page within a sales funnel.

1. Adding a survey

From the page editor, drag the Survey element (1) from the left panel and drop it onto your page.

2. Editing survey questions

To edit the survey's questions, click the settings icon (2), then click on Edit survey questions (3). 

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 (4).
• To add a new question, click on the Add question button (5).
• To delete a question, click on the trash can icon (6).
• To reorder a question, click on the arrow icon (7).

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:

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

You can also allow respondents to submit a free-form answer to a question by checking the Open-ended answer checkbox  (11).

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

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

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

Example: You want to email prospects who selected the first answer and were marked with the "Leads" tag.

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

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

3. Customizing the survey's appearance

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

4. Configuring the button and input fields

The survey element consists of two main parts: the questions and the "Final step" where you collect the visitor's contact information.

Click on Final step in the survey settings to configure the input fields and the submit button.

Important: By default, this step includes an Email input field. This email field is strictly required. Visitors must answer the survey questions first, then enter their email address in the final step. This is the only way the system can properly record their answers and link them to their contact profile.

5. Accessing survey answers

To access the contact record, navigate to CRM > Contacts, then click on the contact email address (14).

Contacts' answers can be found within their contact records. Scroll down to the Surveys section (12), then click on the question (13) to see the answer.

Notes:

1. This feature is only available for sales funnels or blogs.
2. For courses, create the survey on a sales funnel page. Then, provide a link within the course that redirects students to that page.