Survey element
The Survey element asks visitors a single question with clickable answers, such as "How did you hear about us?" or "What are you shopping for today?". Each answer is saved to a visitor field, so you can report on it, segment visitors by it in targets and pass it to your other tools.
Available on: all platforms.
How it works
- You bind the survey to a field: a default field or a custom field. The field's type decides the answers and whether visitors can pick one or several.
- Single choice: clicking an answer submits it immediately. Multiple choice: visitors tick one or more answers and click Submit. At least one answer is required.
- The answer is saved to that field on the visitor's profile, replacing any earlier value, and recorded as a widget submit.
- The automations run, then the action. The default action is Close widget, and new surveys get Track widget conversion.
Answers appear in the Survey card of the widget's report.
Field types and answers
Field type | Answers | Choice |
|---|---|---|
Text, Number, Textarea | Free answers you write. Each has a Label (shown) and a Value (saved). Three placeholder options to start | Single |
Checkbox | YES and NO (saved as true and false) | Single |
Select, Radio | The field's choices | Single |
Multiple | The field's choices, each with a checkbox, plus a Submit button | Multiple |
Email, Phone, Address and date fields can't be used in a survey. Use a Form for them.
For Select, Radio and Multiple fields the saved values come from the field's choices. Edit the field to change them. You can still change each answer's label and image.
Configuration
Option | What it does | Values / default |
|---|---|---|
Field | The visitor field the answer is saved to | Required. Changing it rebuilds the answers |
Answers: Label | Text shown on the answer | — |
Answers: Value | Value saved to the field | Text, Number and Textarea fields only |
Answers: Image | An image or icon shown on the answer | Optional |
Action, Conditional actions | What happens after the answer is submitted | Close widget by default. See Actions |
Automation | Side effects of the submit | Track widget conversion added by default |
Style | Background, border, size, layout (direction, alignment, gap), spacing, position | Answers stack vertically by default |
Components
Component | What you can style |
|---|---|
Option | Each answer button, with hover, focus and active states, plus a selected state for multiple choice |
Checkbox | Multiple choice only: position on the answer (8 positions), offset, color, size |
Label | The answer text; can be turned off for image-only answers |
Image | The answer image; off by default |
Submit | Multiple choice only: the submit button |
Behavior details and limitations
- One question per survey element. For a multi-question survey, put one survey per step and set each survey's action to Go to step for the next one.
- Answers overwrite. If a visitor answers again later, the new answer replaces the old one on their profile.
- Surveys don't make a visitor a contact. A survey answer doesn't include an email or phone number, so anonymous visitors stay anonymous. They aren't included in contact exports.
- Use the answer right away. Because the answer is saved to a visitor field, conditional actions and dynamic text on later steps can use it.
- Automations still apply. Add an integration automation to send answers to your email platform, or Send webhook to send them elsewhere.
Examples
- Attribution survey: a custom Radio field "Heard about us from" with choices Instagram, TikTok, Friend, Google; shown as an embedded widget on the account page.
- Quiz with routing: a survey on step 1 bound to "Skin type", with conditional actions sending each answer to a different step with matching products.
- Interest picker: a Multiple field "Interests" with icon answers, then a form step for the email.