How to Get Your Kartra Survey Results Sent to You and Your Audience
As a Kartra user, one of the most common tasks is setting up survey result notifications. Whether you want these results sent to yourself, your team, or directly to your audience, Kartra provides a straightforward way to automate this process. This guide will walk you through the steps to ensure you maximize Kartra’s survey feature.
Step 1: Setting Up Your Kartra Survey
To start, navigate to the Kartra Surveys section from the left-hand menu. Choose between a traditional survey, quiz, or personality quiz.
For this example, let’s use the traditional survey. After naming your survey and selecting the appropriate category, you can begin crafting your questions.
Choose your survey type
Choose the question format
⭐️ IMPORTANT ⭐️ When creating questions, ensure each one is added to the lead’s profile by enabling the "Add question to lead’s profile" option. Assign a custom field identifier to each question, and save these identifiers in a notepad wrapped in curly brackets. This allows you to easily reference and use them later when customizing notifications or emails.
Step 2: Sending Survey Results to Participants
Once your survey is set up, you can send participants a customized confirmation email containing their survey results via sequences. Use the dynamic fields you’ve set up to automatically populate the email with their responses. This personalization enhances the user experience and ensures participants receive immediate feedback.
Step 3: Automating Results Notifications for Your Team
To keep yourself and your team updated with survey results, head to Kartra’s email notifications section. Here, you can configure notifications to be sent whenever a survey is completed. Use the dynamic fields to include specific responses in these notifications, providing you with the information you need at a glance.
Step 2: Sending Survey Results to Participants
Once your survey is set up, you can send participants a customized confirmation email containing their survey results via sequences. Use the dynamic fields you’ve set up to automatically populate the email with their responses. This personalization enhances the user experience and ensures participants receive immediate feedback.
Step 3: Automating Results Notifications for Your Team
To keep yourself and your team updated with survey results, head to Kartra’s email notifications section. Here, you can configure notifications to be sent whenever a survey is completed. Use the dynamic fields to include specific responses in these notifications, providing you with the information you need at a glance.
Step 4: Automating Data Collection with Zapier
For those who need to analyze survey data further, integrating Kartra with Zapier is the way to go. By creating a new Zap and using the "Lead is assigned a tag" trigger, you can automatically send survey responses to a Google Sheet. This setup is perfect for those who need to analyze or manage large sets of data.
By following these steps, you can efficiently manage and automate your survey process in Kartra. Whether you’re sending results to participants, keeping your team informed, or collecting data for analysis, Kartra’s robust features make it all possible. Don’t forget to test your setup thoroughly to ensure everything works as expected!
You can view my tutorial video on How to get your Survey results here:
