If you’re not using surveys to gain audience insights, you’re missing out.
This clever feature is an upgrade from simple forms because it provides more targeted (and useful) information.
GoHighLevel’s survey builder is pretty comprehensive, so here’s what you need to know about it.
Key Takeaways:
- Surveys rely on branching logic to give personalized outcomes
- There are over 1,000 survey templates to pick from
- Add automation to surveys and place respondents into targeted campaigns
GoHighLevel Surveys vs. Forms: What’s the Difference?
Before we get started, let’s cover the differences between forms and surveys.
GoHighLevel offers both of these as separate features, so it can be slightly confusing as to which one to use, especially since they look very similar.
Essentially, the key difference is logic!
Forms are straightforward. They ask the required questions, and that’s it. Job done. The form looks exactly the same no matter who decides to fill it in.
On the other hand, surveys follow a logical workflow and ask new questions based on your previous answers. That means two people may take the same survey but get asked completely different questions.
Because of their differences, you don’t use a form and a survey for the same purpose. Most commonly:
- Forms are used to gather structured data, such as applications, registrations, and subscriptions, and gain contact details or basic feedback.
- Surveys are used to collect opinions and insights, such as for market research, personalized feedback, customer satisfaction or engagement, etc.
5 Reasons Why the GoHighLevel Survey Builder Is a Valuable Tool
1. Understand Audience Needs and Preferences
Surveys that contain targeted questions will give you a deep insight into your audience and what they like and dislike.
More importantly, you can use surveys to uncover the specific pain points and challenges they face and what you can do to address them.
Analyzing the data provides vital information that will help you tailor your products or services to precisely what your customers want and need.
2. Segment Audience for Personalization
This is where the branching logic and conditional questioning of a survey really shine.
Let’s say you have a survey that asks respondents what kind of widgets they like best, such as size, color, shape, etc.
Each respondent is likely to have a different outcome. One might like green square widgets, while another may prefer blue circular widgets.
The point is that you can segment your respondents into groups according to preferences. Then, you can create personalized marketing campaigns that promote the right type of widget to the right person.
Personalizing campaigns in this way is incredibly powerful. People are far more likely to click on a purchase button if offered something completely relevant to their needs.
3. Builds Customer Loyalty
What happens when you start offering the right products to the right people?
You start building an army of loyal followers!
People want to invest in brands that understand them, get their problems, and provide products that provide proper solutions.
Moreover, if you use surveys to ask for and collect feedback, your customers will also appreciate that their opinions count and are valued.
This type of communication builds the customer-business relationship. And, if done right, it’s surprising how strong that bond can get.
4. Collect Testimonials and Reviews
Don’t you find that reviews are so generic and uninformative these days?
How about collecting meaningful insights about your products or services? I’m talking about ones you and your audience will actually find useful.
By using open-ended questions and rating scales, you can get the overall feeling of a product, but by using branching logic, you can dig into the “why.”
This information is much more helpful because it allows you to address concerns before they escalate. If the review is positive, readers will understand exactly why the customer liked your product.
5. Use the Insights to Improve
Speaking of addressing concerns, your job is to refine your products and services until they match audience requirements. And you can’t do that unless you have the right information.
Using surveys will get you that information, fast.
Analyze the data to make decisions that improve your business.
Additionally, regularly surveying your audience can be a benchmark to track progress over time. As your audience evolves, so can your business, which will help keep your nose ahead of the competition.
How to Use the GoHighLevel Survey Builder (A Quick Guide)
- Head into the desired sub-account and select Sites > Surveys > Builder
- You can opt to start from scratch or pick a template. If you’re new to building surveys, I recommend choosing a template.
- Select the template and hit Continue. The survey will load up into the editing tool.
- Now, you can build out your survey by dragging and dropping the desired elements onto the page.
- Clicking on each element opens up the editing options on the right-hand side.
- To add a new slide, click the + button found in between existing slides.
If the template isn’t quite to your liking and you want to customize it, add your logo in, etc., this is what you do:
- Click the icon in the top-right corner called Styles and Options.
- Now, you can change the design of your survey template by going through the different settings and making the necessary changes.
- Click to add a footer that will inform respondents of their progress.
- You can upload images to add as a background and page header.
- Pick from a wide range of pre-designed survey themes.
- In the Options section, you can choose what happens when respondents reach a certain point in the survey. For example, if they submit their results or are disqualified, you can opt to send them to a specific URL.
- Additionally, in the Miscellaneous section under Styles, you can turn on your agency branding. This will add the company logo you uploaded under the Business Profile section of GoHighLevel.
How to Create Custom Fields for Your GoHighLevel Survey
To add branching logic, you need to understand how to create and use custom survey fields.
Rather than relying on the pre-designed fields that GoHighLevel provides, you can use custom fields to gather specific information from your respondents.
- Head to the Custom Fields tab in the Survey Element menu and select Add.
- Choose the type of custom field that you want to add and click Next.
- Name the field (in other words, ask your survey question).
- If your question has multiple options (like in my example), add and name each option.
- When done, click Save.
- You can drag and drop your custom fields onto your survey pages as required.
When creating a custom field, you’ll notice a dropdown menu named Objects. From this menu, you can select Contact, Opportunities, or Business.
This determines where the information ends up after the respondent has completed the survey.
Therefore, make sure you keep the object as Contact. This ensures that the answer to your question will appear on the contact card when the respondent’s details are added to GoHighLevel.
How to Add Branching Logic to Your GoHighLevel Survey
Now we get to the logic part!
To add branches to your survey, you have to create and add a custom field. There are only three types of custom fields you can use:
- Dropdown (single)
- Radio Select
- Checkbox
If you choose Radio Select, do NOT check the Allow Custom Values option. If you do, you won’t be able to create logical branches.
Next, I highly recommend mapping out your survey and all its logical routes as a flowchart.
Frustratingly, GoHighLevel only presents the survey in linear form, making it confusing to determine which page a person jumps to after making a certain decision.
Once you understand the various paths of your survey, you can start creating the pages.
- Start with a blank survey page. Do NOT add anything other than one of your custom field questions. If you add anything else, the logical path won’t work.
- Drag and drop your survey question onto the page.
- Click to open the editing options.
- You’ll notice a Logic section is available.
- Each answer option allows you to select which page the respondent jumps to after selecting it. You can also opt to disqualify the respondent.
- Choose a page for each answer option until there is a complete path for every branch of the survey.
How to Use Automation with GoHighLevel Surveys
The survey builder’s automation is fairly limited. You can redirect someone to a specific URL, but that’s about the extent of it.
However, that’s not to say you can’t use automation on your surveys. You certainly can, but you have to use the workflow automation tool.
To do this, add the Survey Submitted option to your workflow. Then, you can create automated actions to decide what happens next.
You can also create different actions based on the survey answers by selecting the relevant filters.
For instance, if I want to add everyone who loves green widgets to a specific marketing campaign, I can select the question about widget colors in the Filters section of the workflow trigger and then select green.
Once I’ve added all the triggers, I can create workflow branches that determine what happens for each one.
For the sake of this article’s length, I won’t get into the details of GoHighLevel’s workflow tool because it’s vast and complicated!
However, if you want to learn, you can check out the relevant articles on SupplyGem or take a look at the GoHighLevel Help Portal.
A Quick Look at the GoHighLevel Survey Templates
According to GoHighLevel, there are over 1,000 templates available, so you should be able to find something that matches your aesthetic.
Marketing Agency
Each template is a single page. So, if you create duplicate pages in your survey, they will each have the exact same design.
It’s not possible to create surveys that have a different design for each page.
Real Estate
Most of the templates have a basic structure with information fields already added. Of course, you can customize them by adding new survey elements.
Content Creation
Some templates have a black background, while others include a design. As I demonstrated earlier, you can upload new designs as the background and as the header.
Credit Repair
The progress bar is cool since it shows respondents how much more they have to complete.
The only issue is that you can only have the progress bar running along the entire bottom of the page. At present, it’s not possible to have it so that it fits within the survey page.
Residential Architect
Checkboxes are automatically added for email and phone communication consent.
If you need to add a checkbox for GDPR compliance or similar, you have to create and use a custom field for it.
Ice Cream Shop
As you can see, it’s possible to make the survey look visually appealing.
To create a header image that perfectly fits on top of the form page, you must match the image’s background color to the page color. This will give you a seamless result that looks like one continuous design.
Hair Extensions
Oddly, the only way to customize fonts in a survey is by adding a basic text field. This gives you the option to pick from about 20 basic fonts.
You can’t customize any fonts used for survey questions, including custom fields.
Frequently Asked Questions
How Many Surveys Can I Create in GoHighLevel?
You can create and use an unlimited number of surveys in GoHighLevel.
Can I Embed GoHighLevel Surveys onto Other Websites?
Yes, you can embed your GoHighLevel survey onto other websites. Open the survey in the editing tool and click the Integrate button at the top-right corner. This will give you the embed code and link to use elsewhere.
Can I Export GoHighLevel Survey Data?
Yes, you can export your GoHighLevel survey data. In the Submissions tab, select which survey you want to export data from and hit the export button. You will then receive an email containing a download link for the CSV file.
