ClickFunnels: How to Create a Survey

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**Update: you can actually select the outcome based on the very first option people select, such as apples or oranges and it will still redirect your visitors only after they finish the survey!

What’s the point of a survey?: 0:15

What does the survey look like?: 1:17

Going over the survey basics: 4:51

Creating a survey: 10:02

Changing the outcome settings for survey: 25:08

Hey all!

In this video, I show you how to create a ClickFunnels survey step-by-step. This is an incredibly powerful tool as you may have learned from our previous video on the review about the book “Ask” by Ryan Levesque ( as it allows you to give your visitors exactly what they are looking for with little room for doubt. If your visitors could tell you exactly what they want and then you provide them with it, wouldn’t you take that opportunity to do so? Now you can with the survey option!

I created a little survey for demonstration purposes using the ClickFunnels survey builder asking a series of questions that link to each other. The cool thing is that this allows you to build trust and increases conversion rates. You provide the visitors with exactly what they want and build trust since the questions you ask are built off of the answers to the previous questions, so the visitors know you are paying attention and can provide value.

In order to create your survey, you need to add a ‘survey’ element from your ClickFunnels elements bar. To start off, you can look at some of the simpler configurations available by clicking on the ‘advanced’ tab of that element. That will allow you to edit things like text size, question placement, and hover color when you hover over the answers.

Now that we have over with, we can move on to some of the more essential elements of the ClickFunnels survey builder. After you click on ‘edit survey options’, the righthand-most tab called ‘settings’ simply allows you to have the progress bar or not – you can choose to hide it or display it for the audience. I would recommend keeping it on so that your visitors are ‘pre-framed’ as Russell Brunson says, which is incredibly important to ensure that your visitors know the extent of the survey before they undertake it. Essentially, it’s setting up expectations.

In regards to the trigger, don’t worry about that now as we will go over that in the next video. This basically allows you to setup a PIXEL from Facebook or Google to fire when someone selects a certain option from your survey – super powerful tool that will allow you to retarget and create a lookalike audience from those people that have shown interest in a particular answer or topic!

So that leaves us with outcomes and questions then in the ClickFunnels survey builder. The outcomes tab allows you to redirect people to a certain website or pull out a popup based on the responses your visitors put down. So for example if your visitors reply with ‘topic A’, then you would want to take them to a ‘topic A’ website. If they respond with interest in ‘topic B’, then you would want to redirect them to a ‘topic B’ site. This is really the whole point of the survey – it allows you to take people to the actual page they themselves are interested in and explicitly expressed their interest in.

Last but not least, the main part of the ClickFunnels survey builder – the questions. You literally just click on ‘create new question’, or ‘create new question group’ if you want to make more questions. The question group just makes it easier to group together questions that are in the same order, but depend on the answer to the previous question. So for example in the survey we made in the video, depending on what fruit people say they like, I will have a question asking them specific questions ABOUT that fruit. So if they said apple, my next question will be tailored towards apples, and if they say oranges, my next question will be tailored towards that. Making a question group for all the questions corresponding to the question before that just makes it easier to keep track of – aside from that, there are no benefits to having a ‘question group’ as opposed to a ‘question’.

That’s it!

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21 comments

  1. Erik Hill 1 June, 2020 at 10:12 Reply

    When creating a quiz in ClickFunnels using a survey, is it possible to have a pop up or clickpop show at the end of the quiz asking for name and email to see the results then show them a page based on answers to certain questions?

  2. Ana Luiza Rangel 1 June, 2020 at 10:12 Reply

    Just wanted to stop by and thank you for this video! CF does not have good tutorials on this and I was looking for a way to grab the email before giving out the survey results. I didn't know about Clickpops so this was quite helpful. I am ready to run ads to my quiz now, let's see how it performs. I wanted to avoid paying for yet another tool for the quiz – CF isn't perfect for this, but for now it will have to do for me!

  3. Isidoro Rubio M 1 June, 2020 at 10:12 Reply

    Hi Ivan. Awesome video, very useful and straight to the point. One question, that by the way I see someone already asked in the thread, but still it isn't completely clear. I would like to have access to the data the Users share throughout the survey. You mentioned, the info will be included in an email notification. How about getting those info into a file (Google Sheets for example) Would that be possible?

  4. Gagan Singh 1 June, 2020 at 10:12 Reply

    Ivan, can you build auto insurance multi step forms? Nothing complicated. Simple form where user enters zip code, then choose their vehicle's make and model and depending what make they choose, the models of that make are presented.

  5. Dave Sad 1 June, 2020 at 10:12 Reply

    Where do we actually find the responses/ result of the survey?
    ISorry if this is a stupid question but kinda need to know;P

  6. Dalton 1 June, 2020 at 10:12 Reply

    Can you do a custom answer? I'm building a lead generation/digital marketing agency, I want to have my 3 most common professions, then one for "other," but I want them to be able to put what profession they're in so I don't look stupid asking on the phone…..

  7. John Wellington 1 June, 2020 at 10:12 Reply

    hi Ivan, learnt sooo much from you. really appreciate that.
    may i ask do you know if we can split test 33%/33%/33% to 3 different urls after completion of the survey so that i can test the result?

  8. John S 1 June, 2020 at 10:12 Reply

    Great video, thank you for adding value, i wish there was a way to see what people click on without using facebook pixel

  9. Ashley Hines 1 June, 2020 at 10:12 Reply

    Hey there! I'm wondering if you know how to make it a multiple choice answer? Like a "click all that may apply" type of thing.

  10. Dream Cometrue 1 June, 2020 at 10:12 Reply

    So can each Clickpop be sent to a totally different separate funnel URL, and simply have client continue to flow through that new
    funnel seamlessly?

  11. Dream Cometrue 1 June, 2020 at 10:12 Reply

    I am new to this but your video is Excellent in terms of explaining things. Can you please answer this question. In the clickpops, the data inputs must be exactly the same in each one right (Email, Name, …)? I assume this because it's being submitted to that one form (Aweber), associated with that one survey funnel. So you could not collect different data in each clickpop (ie: name and email in one, but street address and email in the other click pop).

  12. Online Marketing Essentials with Ivan Mana 1 June, 2020 at 10:12 Reply

    Keep in mind the survey option is still currently being tested in beta, so if there is something that doesn't work for you, be sure to let the reps know asap!

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