Gohighlevel survey

Surveys are a powerful tool in GoHighLevel that help businesses and agencies collect valuable information from clients, leads, or prospects. They can be used for onboarding, gathering feedback, lead qualification, or other custom purposes. This guide explains how to create, customize, and use surveys in GoHighLevel effectively.

Key Takeaways

Surveys in GoHighLevel allow you to collect and organize data seamlessly.

Customizable templates and drag-and-drop tools make creating surveys simple.

You can automate actions based on survey responses using workflows.

How to Create a Survey in GoHighLevel

Step 1: Navigate to the Survey Builder

Log in to your GoHighLevel account.
Go to Funnels & Websites > Surveys.
Click Create Survey to start building your form.

Step 2: Add Questions

Use the drag-and-drop editor to add questions.

Common question types include:

Text Input: Open-ended responses.

Multiple Choice: Single or multiple selections.

Dropdown: A compact list of options.

Rating Scale: Useful for feedback.

Yes/No Questions: Quick responses.

Step 3: Customize Design

Add a title or introduction to explain the purpose of the survey.

Customize the design:

Adjust colors and fonts to match your branding.

Add your company logo for a professional look.

Step 4: Configure Survey Settings

Enable required fields for essential questions.

Choose what happens after submission:

Redirect respondents to a thank-you page.

Trigger an action, like sending an email.

Step 5: Save and Share

Save the survey and test it to ensure functionality.

Share the survey using:

A direct link.

Embedding it in a website or funnel.

Sending it via email or SMS.

Using Surveys for Specific Use Cases

Lead Qualification

Use surveys to qualify leads by asking about:

Budget.

Needs and priorities.

Timeline for making decisions.

Example Workflow:

If a lead selects a high budget, automatically notify your sales team.

Client Onboarding

Create onboarding surveys to gather:

Contact details.
Business goals and challenges.
Communication preferences.

Feedback Collection

Send surveys to collect feedback on:

Product or service satisfaction.

Event experiences.

Suggestions for improvement.

Event Registration

Use surveys to:

Gather attendee details.
Ask about dietary restrictions or special requirements.

Automating Actions Based on Survey Responses

Workflow Integration

Go to Automation > Workflows and create a workflow based on survey submissions.

Common triggers:

When a survey is submitted.

When specific responses are selected.

Example Automations:

Send a thank-you email after a survey is submitted.
Add respondents to a pipeline based on their answers.

Analyzing Survey Results

View Responses

Go to Funnels & Websites > Surveys > Responses.

Export responses as a CSV file for analysis.

Use Analytics

rack:

Submission rates.
Patterns in responses.
Common feedback themes.

Frequently Asked Questions

Can I embed surveys into my website?

Yes, GoHighLevel is beginner-friendly, though some features like automation may require a short learning curve.

Are survey responses stored securely?

Yes, all responses are securely stored in your GoHighLevel account and can be exported as needed.

Can I trigger automations based on survey responses?

Absolutely. Use workflows to trigger actions such as sending emails, assigning leads to pipelines, or notifying team members.

Can I use surveys to segment leads?

Yes, you can use survey responses to tag or categorize leads for targeted marketing campaigns.

Does GoHighLevel provide survey templates?

Yes, GoHighLevel includes pre-built survey templates that you can customize to fit your needs.

Conclusion

GoHighLevel surveys are a versatile tool for gathering information, improving client experiences, and automating actions. Whether you’re qualifying leads, onboarding clients, or collecting feedback, the platform’s user-friendly tools make it easy to create, share, and analyze surveys. Start using surveys in GoHighLevel to streamline your processes and make data-driven decisions!

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