Survey Setup and Features

Let’s now take you to see just how we set up a survey and link them together and access the full power of the survey engine.


We get there by clicking the Survey Setup Link under Configure, Survey Setup.

When you first enter the Survey Setup page, you can see that you are about to edit the default survey. The default survey is the one used in your sales funnel.

You can make multiple surveys with the Add button. Each survey has its own URL so you could use surveys to get feedback from your existing customers, prospects, or newsletter subscribers.

You can also have a survey triggered by the answer to another survey question. We will explain a bit more on that in a bit.

This next section “Content Showing between the “Sales Funnel Survey page content and Data Collection” is where you can add additional information you wish to show that makes sense only to this particular survey. You then have the ability to decide with the Show Default page content box if you wish to show the Default AS well as what is in this box, or JUST what is in this box.

This allows you to make as many custom surveys as you like each with its own content above them to explain the intent of the survey.

Now we look at the data collection section.

You can enable and disable any of the data fields as well as rename them, set the sort order you wish them to display in, and decide if they are to be mandatory or not.

The lower the sort order, the higher up on the list, 0 or negative sort order will make them go invisible. You can also use the show/hide link to automatically set sort order to hide the field.


By clicking the hidden field’s link, you can see all that are available but currently not showing.

Finally we have the Survey Questions area.

You will see you have the ability to enter a question number, we recommend numbering them 10 at a time, so down the road if you want to insert a question between 2 questions, you can do so.

You then enter the Question, and select the Answer types you are planning to use. These can be Radio buttons for simple yes, no, or maybe type of answers where there are 2 or maximum 3 answers, and they can only select 1. After three answers you could still use this, but it would be more convenient to use the Drop Down.

Checkbox is used when you want to allow people to select more than one answer to your question.

Text Box is where you want a short answer in freeform text.

Text Area is where you want to allow them to leave comments or something a bit longer in freeform text.

When we click Show answers, say beside the “Would you like to Schedule an appointment question, you can see this is where you enter your answers, AND you can control some VERY useful features.

In this example, you see we have a “Next Survey” showing under Actions beside the YES answer. If we click that actions link, we see a number of options become available, we can Subscribe them to a series if this answer is selected, we can change their priority if this answer is selected, we can select an additional survey to send them to which we currently do have set up in that we are saying if they answer YES to send them to the Survey called Appointment which is set up for taking the information regarding booking an appointment.

We also could send them to a different gateway page, so rather than going to the Thank You page, we can direct them to another page that would be more specific to an answer given. For example if they answered they wanted to get a Hair Straightening, a very high ticket item in a salon, we may want to send them to a page of information and a few videos showing this process and our expertise vs. the standard final page. This is the power of the sales funnel.

It can be as simple or as comprehensive as you wish.