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All About Surveys: A Master Help Guide

Learn how to create survey's inside of Ivorey™, customise them to your branding so you can start turning submissions into leads

Bec Burtt avatar
Written by Bec Burtt
Updated over a week ago

Getting Started With Ivorey™ Surveys

Survey's are a great replacement for Google Forms. While they are very similar to the forms feature inside of Ivorey, Surveys allow you to spread out your questions on individual slides, which can help to create a great user experience and keep your leads engaged.

What information can I collect in a survey?

You can collect both standard information and customise your own questions to receive the information you need from your clients or leads! These include:

  • First Name

  • Last Name

  • Address

  • Phone Number

  • Date of Birth

  • Payment

  • Website

  • Dates

  • File Upload

  • Signature

  • Customise your questions using text boxes, drop down options, and checklists/tick box answers

  • Customise your form by adding headings, text, terms and conditions, images

Where can I link or embed my survey?

  1. You can embed your survey inside an Ivorey™ website or funnel, by using the code element inside the funnel or website. You can also embed your survey on an external website too
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  2. You can add the survey link to a button on your website or funnel
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  3. You can add the survey link to a button in an email template


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  4. You can hyperlink the form link to text
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How To Create A Survey: A Step-By-Step Guide

Below is a step-by-step guide of how to create your new survey - just select the drop-down and follow along!

1. Build and Customise Your Survey

STEP ONE: Build your Survey

To create and customise your survey, follow the steps below

  1. From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar hover over [Surveys] > then click [Builder]
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  2. Click the [+ Create New] button to open up the survey builder
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  3. Name your survey by clicking the pencil icon at the top of your screen
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  4. On the left-hand side you will see a menu bar where you can drag and drop the elements you want to include in your form.

    1. The elements under the Personal Info section are pre-made elements you can drag and drop to collect the contacts details

    2. The elements under the Payments section offer the option to collect payment through your survey (please note that payment functionality in surveys is limited, e.g you can't offer coupon codes or other payment options like AfterPay, for the most payment functionality we recommend creating a Sales Funnel and using the order form feature)

    3. The elements under the Addresses section are pre-made elements you can drag and drop to collect the contacts address details

    4. The elements under the Text and Choice Elements section are designed for you to customise to your specific questions. Here you have the option to select if you want text, drop down or checklist formatting.

    5. The element under the Rating section allows you to collect ratings inside your surveys

    6. The elements under the Customised and Other sections are for you to embed additional elements like headings, extra copy, images, files, dates and collect signatures if required.
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  5. Drag and drop the elements you want to add to your survey, until you have added all the questions and details you want to your collect. To create a new slide, click the '+' icon under the first slide and continue this process until your survey is complete.
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    💡 Note: When creating your custom fields, drag and drop the element you want to use, click on the element, and then on the right hand side menu, type your question into the Label field and the Query Key field. To have more control over how your custom fields are stored, you can click on the 'custom fields' tab and add them from there instead.
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    🟢 Best Practice Tip: Surveys are best created with only 1-2 questions on each page to create an interactive experience and reduce overwhelm for the contact submitting the survey
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  6. Make sure you click the [Save] button regularly as your build your survey to save your changes
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  7. Now it's time to customise your survey to your brand - click the drop down below to learn how to create a survey that aligns with your brand.

STEP TWO: Customise your Survey

Once you have finished building your survey, it is time to customise it to your branding! Follow the steps below to create a survey that aligns with your branding:

  1. Inside your survey editor, click the 'Styles & Options' icon located on the top right of your screen
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  2. Here you can work through each of the drop downs to customise the layout, background, footer design, and basic colours
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  3. Next click the [Advanced Settings] to customise your fonts and colours for each section of your survey inside each dropdown
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  4. Make sure you click the [Save] button regularly as your build your survey to save your changes

2. Setup your Survey Notification & Submit Settings

STEP ONE: Setup your Survey Notifications

Below are the steps to follow to setup your survey notifications within the survey settings directly. If you would like to setup more specific notifications or send out a branded confirmation email when someone submits your survey, follow step 3 below to see how to set this up as a workflow

  1. Inside your survey builder, click on the 🔔 bell icon located at the top left of your screen to open up your survey notification settings
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  2. If you want to receive an email when someone fills out your form, toggle on 'Email Notification' and fill in the relevant fields
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  3. If you want an automated email sent to the person who submits the survey that includes a copy of the information they entered in the survey, toggle on 'Auto Responder' and fill in the relevant fields

STEP TWO: Setup your Survey 'On Submit' settings

To customise the message or actions that take place once someone submits a survey, follow the steps below:

  1. Inside your survey editor, click the 'Styles & Options' icon located on the top right of your screen

  2. Click on the 'Options' tab > and select the 'On Submit' drop down

  3. Select if you would like a message to display, or if you would like to direct your contacts to a specific URL once they submit their survey by selecting your preference from the first drop down

    1. If you select 'Message', customise your message in the text box

    2. If you select 'open URL' add the url/link you want people to be directed to when they submit your survey

  4. Click [Save] to save your changes

3. Setup your Post-Submission Survey Workflow

Once you have created your survey, you can setup a workflow to send yourself an internal notification when someone submits a survey, an internal task to review their submission, and any additional post-submission actions you want to automate like sending a confirmation email to the contact with a call to action or deliver a freebie for example - depending on the client journey you want to create once someone submits your survey.

STEP ONE: Setup your Post-Submission Survey Workflow

To create your survey post-submission workflow, follow the steps below:

  1. From the Ivorey™ main menu, go to [Workflows] > then click the [+ Create Workflow] button at the top right of your screen > then select [Start from Scratch] to open the workflow builder
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  2. Name your workflow by clicking the pencil icon at the top of your screen e.g "Survey Submitted: Your Survey Name"
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  3. Add the Trigger [Survey Submitted] > then click [Add Filters] to select [Survey is] > select your survey > then click [Save Trigger]
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  4. Add the Action [Add Contact Tag] > and either select your tag or create the tag you want to be added to the contact profile when they submit a survey e.g "submitted: your survey name" > then click [Save Action]
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  5. Continue to build out your workflow to create the client journey and automations you want to take place once someone submits your survey. Some ideas for the actions you may want to add are listed below

    1. Optional Action: [Send Internal Notification] to send yourself or your team an email notification when someone submits a survey

    2. Optional Action: [Add Task] to create a task for you or your team to review the submission and take any relevant post-submission actions

    3. Optional Action: [Send Email] to send a confirmation email to your contact when they submit your survey

  6. Once you have finished building your workflow, publish your workflow by switching the toggle from draft to publish at the top right of your screen > and then click [Save]

4. Share or Embed your Survey

Once you have created your survey and setup your post-submission workflow, you are now ready share your survey directly with a client, link it to a button on a website or funnel, add it to an email template, or embed it onto an external website.

STEP ONE: Share or Embed your Survey

To get the embed code or share link for your survey, follow the steps below:

  1. From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar hover over [Surveys] > then click [Builder]

  2. Click into the survey you want to share

  3. Select the [Integrate] button at the top right of your screen

    1. Click on the [Embed] tab to copy the code' if you want to embed your survey on an external site

    2. Click on the [Link] tab to copy the share link to add to your site button, email or send directly to a client

Frequently Asked Questions about Surveys

How to add a background image to my survey?

To add a background image to your survey, inside your survey builder click the 'Styles & Options' icon located on the top right of your screen > under the 'Styles' tab click the [Colours & Background] drop down > under 'Background Image' you can upload the image you want to add as your survey background

Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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