How To Create Survey Funnels In Ontraport For Free
What’s up OntraPeeps. Ken Callwood here checking in from sunny southern Spain with a quick usecase video coming out of the lab with my buddy Thomas Gobeaux.
Back when Ontraport Pages v3 was set to drop and conditional blocks were on the menu, I can’t tell you how excited I was about all of the possibilities these open up for us and our clients.
After a bit of experimenting with the new features and adding in a bit of our own secret sauce, we’ve hit upon something that I think all of you are going to really enjoy…
especially Dawn Marrs who was asking about something similar a couple of months ago in the group.
Now, I don’t know about you…
But personally I’ve been wishing we could create a survey funnel in Ontraport for awhile so I was stoked when we figured out how to get one put together.
This is just a sandbox example I threw together as a proof of concept, but I have it deployed for one of my clients and it works like gangbusters.
Before I give you a live demo, let me show you the anatomy of version 1 real quick so you can give me some suggestions on how you would improve things.
First, we have the different custom fields set up for each of the questions of our demo survey. I made the conditional logic of the answers simple to understand to save me from having to map out the logic in Lucid Charts or something.
Each answer either sends you to a different question or assigns the user to a final result.
Then we have a campaign that detects which “end result” is chosen and tags the prospect accordingly.
I simply told Ontraport to check each of the fields that potentially hold an end result option and then match the tag to the field value.
From there, I built the survey landing page with the Ontraport Pages builder as normal using form fields and assigning them to the different custom field questions I made. I finished this page off with a subheadline with a CTA, an email field and a submit button.
With me so far?
This is where we had to come up with a way to show and hide the fields based on the answers given.
I won’t bore you with the details, but suffice it to say that Thomas and the developers wracked their brains until they came up with a shortcode system to allow us to assign conditions to the various form fields, blocks and even elements on the page.
The result is that when we load the page only question 1 shows and then it’s the prospect who gets to choose their own adventure until they hit an end result answer and the CTA is displayed.
Next I had to create a redirect page, but I’ll come back to that in a second.
The last step was to create the results page.
Here I simply added 5 different blocks with different content that will display based on the tags someone has in their account.
This was done with the display settings of the block options screen.
The first block is for people who stumble upon the results page without having gone through the survey. I can see this being used to combat people who share links.
The rest of the blocks check with Ontraport to see if the tags assigned by our campaign exist and then show the right content to the right prospect.
Remember that redirect page I kind of skipped over?
Well the reason I had to make that is because there isn’t a long enough delay between when someone submits the form, how fast the campaign can get through the tagging logic and the redirect to the results page. Even with the option to allow the campaign to run before redirecting checked unfortunately.
I believe this is something Ontraport is working on since Landon ran into a similar problem when he was making a membership site during a Template Tuesday.
So, for now, I’ve created a simple sandwich page that uses a Javascript redirect to give an extra 1.8 seconds to allow Ontraport to do its campaign magic on the back end. After some testing, this seems to be the minimum time necessary for everything to work properly.
So there you have it!
Version 1 of an Ontraport Survey Funnel.
Let me know what you think and if you have any questions or suggestions on how we can make this thing even more powerful.
Back when Ontraport Pages v3 was set to drop and conditional blocks were on the menu, I can’t tell you how excited I was about all of the possibilities these open up for us and our clients.
After a bit of experimenting with the new features and adding in a bit of our own secret sauce, we’ve hit upon something that I think all of you are going to really enjoy…
especially Dawn Marrs who was asking about something similar a couple of months ago in the group.
Now, I don’t know about you…
But personally I’ve been wishing we could create a survey funnel in Ontraport for awhile so I was stoked when we figured out how to get one put together.
This is just a sandbox example I threw together as a proof of concept, but I have it deployed for one of my clients and it works like gangbusters.
Before I give you a live demo, let me show you the anatomy of version 1 real quick so you can give me some suggestions on how you would improve things.
First, we have the different custom fields set up for each of the questions of our demo survey. I made the conditional logic of the answers simple to understand to save me from having to map out the logic in Lucid Charts or something.
Each answer either sends you to a different question or assigns the user to a final result.
Then we have a campaign that detects which “end result” is chosen and tags the prospect accordingly.
I simply told Ontraport to check each of the fields that potentially hold an end result option and then match the tag to the field value.
From there, I built the survey landing page with the Ontraport Pages builder as normal using form fields and assigning them to the different custom field questions I made. I finished this page off with a subheadline with a CTA, an email field and a submit button.
With me so far?
This is where we had to come up with a way to show and hide the fields based on the answers given.
I won’t bore you with the details, but suffice it to say that Thomas and the developers wracked their brains until they came up with a shortcode system to allow us to assign conditions to the various form fields, blocks and even elements on the page.
The result is that when we load the page only question 1 shows and then it’s the prospect who gets to choose their own adventure until they hit an end result answer and the CTA is displayed.
Next I had to create a redirect page, but I’ll come back to that in a second.
The last step was to create the results page.
Here I simply added 5 different blocks with different content that will display based on the tags someone has in their account.
This was done with the display settings of the block options screen.
The first block is for people who stumble upon the results page without having gone through the survey. I can see this being used to combat people who share links.
The rest of the blocks check with Ontraport to see if the tags assigned by our campaign exist and then show the right content to the right prospect.
Remember that redirect page I kind of skipped over?
Well the reason I had to make that is because there isn’t a long enough delay between when someone submits the form, how fast the campaign can get through the tagging logic and the redirect to the results page. Even with the option to allow the campaign to run before redirecting checked unfortunately.
I believe this is something Ontraport is working on since Landon ran into a similar problem when he was making a membership site during a Template Tuesday.
So, for now, I’ve created a simple sandwich page that uses a Javascript redirect to give an extra 1.8 seconds to allow Ontraport to do its campaign magic on the back end. After some testing, this seems to be the minimum time necessary for everything to work properly.
So there you have it!
Version 1 of an Ontraport Survey Funnel.
Let me know what you think and if you have any questions or suggestions on how we can make this thing even more powerful.
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