How to Use Zapier with Survey Funnel

The Zapier action allows you to connect any survey submissions that match your rule to a Zap, which you can then use to send the results to an email service provider, project management software, or the countless other apps connected through Zapier.

You can also send actual survey results to your email service provider (ESP) through Zapier, provided you have custom fields set up to receive the data.

In this example, when someone answers a question a particular way:

• They will be re-directed to a custom thank you page
• They will be added to MailChimp as a new subscriber
• Their response to the Favorite Color question will be sent to MailChimp

Video Tutorial

Set up your Rules

1

Add a new rule with a 'question/answer condition':

2

Select the multiple choice question you want to use for the rule and click 'next step':

3

Select the answer you want for your rule and click, 'finish':

4

Add the 'Redirect to a thank you page' action to send those who answered 'Maize' to a specific thank you page:

5

Add the custom thank you page and click 'finish':

6

Next, click 'use a zapier outcome':

7

Create a label for your Zap and click 'next':

8

Click 'Finish':

Once complete, your rule should look similar to this:

9

Click on the 'Deploy' tab:

10

Visit the hosted-version of the survey and go through your survey once and submit it, so that when you create your Zap there will be data available for testing:

Connect your Survey Funnel Account with Zapier

1

Inside Zapier, click 'Make a Zap':

2

In the 'Choose a Trigger App' box, start typing 'survey funnel' and click on the app to begin connecting your account:

3

On the next screen, click 'Save + Continue' to select 'New Survey Entry' as the trigger:

4

On the next screen, click 'Connect a New Account' and click 'Continue':

5

Click 'Allow access' in the pop-up window to connect your Zapier account with your Survey Funnel account:

6

Now click 'Save + Continue':

7

Select your survey from the drop-down:

8

Select your Outcome from the Drop-Down and click 'Continue':

9

On the next screen, click 'Fetch + Continue':

10

You should receive a message that your test was successful, then click 'Continue':

Integrate your Zap with your email service provider

1

Select your connected email service provider account:

2

On the next screen select the desired MailChimp Action and click 'Save + Continue':

3

Select the MailChimp account you want to use and click 'Save + Continue':

4

From the drop-down, select the list you want to connect with your survey:

5

Confirm the fields and settings you want sent to your ESP and click 'Continue':

6

Click 'Create + Continue' to create a subscriber and test your integration:

7

You're done! Click 'Finish:

8

Be sure to name and turn your Zap 'on' so it will run:

9

Now if you look inside your ESP, your new subscriber was created and the information you requested was included in their contact record:

If you have any questions, please let us know at help@surveyfunnel.io.