Blog Home/ClickFunnels 2.0/Unveiling Survey Funnels in ClickFunnels 2.0: A Step-by-Step Guide to the New Feature

Unveiling Survey Funnels in ClickFunnels 2.0: A Step-by-Step Guide to the New Feature

Hello everyone! We are Devon Tyson from Repair My Funnel. Today, we’re thrilled to talk to you about a highly anticipated feature that has finally arrived in ClickFunnels 2.0: Survey Funnels. This feature has been in the making for two years, and the ClickFunnels community has been eagerly waiting for it. Surveys are now available in ClickFunnels 2.0, and we’re excited to show you how they work and how you can use them to enhance your funnels.

Understanding Survey Funnels in ClickFunnels 2.0

Survey funnels are a powerful tool that allows you to collect valuable information from your visitors by asking them questions directly within your funnel. These surveys can help you understand your audience better, segment your leads, and tailor your marketing efforts more effectively. With the new survey feature in ClickFunnels 2.0, you can create engaging and interactive surveys that seamlessly integrate with your existing funnels.

Setting Up Survey Funnels in ClickFunnels 2.0

Accessing the Survey Feature

access the survey app inside of clickfunnels 2.0

To get started with survey funnels in ClickFunnels 2.0, first, you need to add the survey app to your workspace. Here’s how:

  • Navigate to the apps section in your ClickFunnels 2.0 dashboard.
  • Click on the plus icon to add a new app.
  • Look for the app labeled “Survey Workflows” and click on it.
  • Click the button to add it to your workspace.

Once added, you’ll be ready to create your first survey.

Creating Your First Survey

creating your first survey inside of clickfunnels 2.0

Creating a survey in ClickFunnels 2.0 is straightforward. Follow these steps to create your first survey:

  • After adding the survey app, you will be prompted to name your survey. Enter a name that helps you easily identify the survey later.
  • Click enter to proceed to the survey creation interface. This interface is clean and user-friendly, similar to the workflows in ClickFunnels 2.0.

In this interface, you can start building your survey by adding questions and configuring outcomes based on responses.

Configuring Survey Questions and Outcomes

Adding Different Types of Questions

adding different question types in the survey feature for clickfunnels 2.0

Once you are in the survey creation interface, you can start adding questions. ClickFunnels 2.0 offers various question types to make your survey more engaging and informative. Here’s how to add and configure different types of questions:

  • Single Select Questions: These allow respondents to choose one answer from multiple options. For example, you can ask, “What is your favorite superhero?” and provide options like Deadpool and Wolverine.
  • Multi-Select Questions: These allow respondents to choose multiple answers. For example, “If you could choose your superpower, what would it be?” with options like Flying, Lightning Speed, and Walking.
  • Input Questions: These allow respondents to provide a text response. For example, “What is your superhero name?” or “What is your email?”

To add a question, click on “Add New Question,” select the type of question you want, and fill in the details. You can also set up contact attributes to store responses for single-select questions.

Setting Up Outcomes

Outcomes determine what happens after a respondent completes your survey. You can set up different outcomes based on the answers given. Here’s how to set up outcomes:

  • Adding an Outcome: Click on “Add New Outcome” to set up an outcome for your survey. You can choose to end the survey or redirect respondents based on their answers.
  • Redirecting Based on Responses: For example, if a respondent chooses “Deadpool” as their favorite superhero, you can set an outcome to redirect them to a specific URL, such as Honda.com. You can add rules to specify which answers trigger which outcomes.

Outcomes allow you to create a personalized experience for your respondents, making your surveys more effective.

Adding the Survey to Your Funnel

Integrating the Survey into Your Pages

adding surveys to your funnels and pages in clickfunnels 2.0

Once you have configured and styled your survey, the next step is to integrate it into your funnel. Here’s how to add the survey element to a landing page:

  • Navigate to the Desired Page: Go to the funnel section in ClickFunnels and select the page where you want to add the survey.
  • Add a New Row: Create a new row in your page layout where you want the survey to appear.
  • Add the Survey Element: In the element menu, scroll down to the “Form” section and find the “Survey” element. Drag and drop it into the row you created.

Selecting the Created Survey from the Dropdown

selecting your created survey

After adding the survey element to your page, you need to link it to the survey you created:

  • Select the Survey Element: Click on the survey element to open its settings.
  • Choose Your Survey: In the settings panel, use the dropdown menu to select the survey you created. This will link the survey element to your configured survey.
  • Save and Preview: Save your changes and preview the page to ensure the survey is displayed correctly and functions as expected.

For this example, we’ll select “Add a Contact Tag” and choose the “Tech Time Newsletter” tag. This way, whenever someone opts in, they will automatically be tagged for the newsletter.

Customizing the Survey Design

Styling Your Survey

customizing surveys inside of clickfunnels 2.0

Customizing the appearance of your survey ensures it matches the design of your funnel and maintains a consistent brand experience. Here’s how to style your survey:

  • Access the Styling Options: After adding questions and setting up outcomes, go to the survey settings to customize the design.
  • Customizing Colors and Fonts: You can change the colors, fonts, and sizes of your survey elements. Ensure the text is readable and the design aligns with your funnel’s overall look and feel.
  • Previewing Your Survey: As you make changes, preview your survey to see how it looks. Make adjustments as necessary to ensure the best user experience.

By taking the time to style your survey, you can create a more engaging and visually appealing experience for your respondents.

Testing and Refining Your Survey

Previewing and Testing the Survey

It’s crucial to test your survey to make sure it works properly and collects the intended data. Here’s how to test your survey:

  • Preview the Survey: Open the page where you added the survey and go through it as if you were a respondent. Check for any issues with the questions, options, and overall functionality.
  • Submit Test Responses: Fill out the survey multiple times to ensure all question types and outcomes work correctly. Verify that the data is being captured accurately.

Troubleshooting Common Issues

If you encounter any issues while testing, here are some common problems and their solutions:

  • Survey Not Displaying: Ensure the survey element is correctly added to the page and linked to the correct survey.
  • Incorrect Data Collection: Double-check that contact attributes and survey settings are properly configured.
  • Styling Issues: Adjust the survey’s design settings to fix any visual inconsistencies.

Analyzing Survey Responses

Viewing Survey Results

After your survey is live and collecting responses, you can view the results to analyze the data. Here’s how to access survey results:

  • Go to the Contact Profile: In ClickFunnels, navigate to the contacts section and select a contact who has completed the survey.
  • Check the Marketing Tab: Within the contact profile, go to the marketing tab. Here, you’ll find a section for surveys, where you can view the responses for each survey completed by the contact.
  • Analyze the Data: Review the collected data to gain insights into your audience’s preferences and behaviors.

Viewing Survey Results

The data collected from your surveys can be incredibly valuable. Here’s how you can use this data:

  • Segment Your Audience: Use the survey responses to segment your audience based on their preferences and behaviors. This allows for more targeted marketing efforts.
  • Improve Your Funnels: Analyze the feedback to identify areas for improvement in your funnels. Use the insights to optimize your content and offers.
  • Personalize Communication: Tailor your communication and follow-up sequences based on the survey responses to enhance engagement and conversion rates.

Best Practices for Survey Funnels

To make the most out of your survey funnels, consider implementing these best practices:

  • Keep Surveys Short and Focused: Long surveys can lead to lower completion rates. Keep your surveys short and focused on collecting the most critical information.
  • Use Clear and Concise Questions: Ensure your questions are easy to understand. Avoid using jargon or complex language that might confuse respondents.
  • Offer Incentives: Providing an incentive, such as a discount or a free resource, can increase survey completion rates. Make sure the incentive is relevant to your audience.
  • Test Regularly: Before deploying your survey to a broader audience, test it with a small group to identify any issues and ensure it collects the intended data.
  • Analyze and Act on Data: Regularly review the survey data and use it to make informed decisions. The insights gained from surveys can help you refine your marketing strategies and improve your overall funnel performance.

Final Thoughts

In summary, the new survey feature in ClickFunnels 2.0 is a powerful tool that allows you to engage with your audience, collect valuable data, and personalize your marketing efforts. By following the steps outlined in this guide, you can easily set up, customize, and integrate surveys into your funnels. Whether you’re gathering feedback, segmenting your audience, or enhancing your customer journey, surveys can play a crucial role in your marketing strategy.

If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox every Monday.

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

Can I use surveys for lead qualification in ClickFunnels 2.0?

Yes, surveys can be used to qualify leads by asking questions that determine their needs and readiness to purchase. This helps in segmenting leads and personalizing follow-up communication.

How can I ensure high completion rates for my surveys?

Keep your surveys short and to the point. Offer incentives for completion and ensure the questions are clear and easy to answer.

Can I integrate survey responses with my CRM?

Yes, you can integrate survey responses with your CRM by using Zapier or other automation tools to ensure all data is synced and organized.

Are survey responses stored securely in ClickFunnels?

Yes, ClickFunnels stores survey responses securely. You can access and manage the data within your ClickFunnels account.

Can I create multi-step surveys in ClickFunnels 2.0?

Yes, you can create multi-step surveys by adding multiple questions and setting up outcomes based on responses. This allows for more in-depth data collection and a personalized user experience.

customer1 png

Howdy, I'm Tyson

Owner Of Repair My Funnel

Figuring out how to grow your business online can feel like trying to solve a puzzle with half the pieces missing. That’s where I come in.

I’ve spent the last few years learning everything I can about funnels, websites, and online marketing, starting with ClickFunnels and expanding from there. Now, I help business owners like you cut through the noise, simplify the process, and build marketing systems that actually work—without getting lost in tech overwhelm.

Here on the blog, you’ll find practical, real-world strategies to help you get your online presence dialed in. Whether you’re setting up your first funnel, refining your website, or looking for smarter ways to attract and convert leads, you’ll find step-by-step guides, tool breakdowns, and proven tactics to make it happen.

And if you want bite-sized, actionable insights to help you grow your business each week, make sure to join the Spark & Scale Newsletter! Every Monday, I send out my best strategies to help you bring in more clients, optimize your systems, and scale—without the tech stress.

Featured Articles

Learn how to create high-converting lead magnets in Canva, including ebooks, checklists, and planners. Step-by-step guide for easy and professional designs.

Learn how to use Mail Genius to test your email deliverability, fix spam issues, and improve inbox placement. Get step-by-step guidance to optimize your emails.

Learn how to integrate Zoom with ClickFunnels 2.0 using the native setup. Automate registrations for webinars and meetings directly from your funnels.

Learn how to use the Zapier app in ClickFunnels 2.0 to automate workflows. Connect third-party apps, create Zaps, and streamline your processes—without leaving ClickFunnels!

Group Copy 3 svg

Repair My Funnel helps service-based businesses get online with funnels, websites, and expert support. Whether you need hands-on help or DIY resources, we make tech easy so you can focus on what you do best.

PAGES

Home

Blog

RepairMyFunnel.com, a DT Designs LLC Product ■ All Rights Reserved © 2024-2025 ■ 1212 5th Ave N, Apt 2, Seattle, WA 98109