Why run Campaign Monitor surveys in ConvertFlow
Most survey tools give you a report. The answers sit in a dashboard, someone reads them once, and nothing downstream changes.
A survey wired into Campaign Monitor behaves differently. Each answer is written to a custom field on the subscriber, so the response becomes a segment you can email against. Ask why someone hasn't repurchased and you can build a campaign for each reason.
Connect Campaign Monitor to ConvertFlow
In Campaign Monitor, go to Account Settings → API Keys to find your Client ID and API key — both are needed — and paste them into ConvertFlow's Integrations area.
ConvertFlow then pulls in your lists and custom fields, so survey takers can be segmented the moment they answer.
Before you build: ConvertFlow maps survey answers into custom fields that already exist in Campaign Monitor. Create the fields there first — then click Resync next to the Campaign Monitor logo if they don't appear straight away, since the integration otherwise refreshes once a day.
How to build the best Campaign Monitor surveys
By adding a survey to your ConvertFlow landing page, popup, or embed, you can ask visitors a question and present fixed answers for them to select.
To add one, click to add an element and choose the "survey" element type.
Survey options
Once you've selected a survey element, you'll be able to manage its options in the builder panel.
Add options, arrange their position, edit their text, and map the survey to a Campaign Monitor custom field. Toggle "multi-select" if visitors should be able to choose more than one — multiple values are written separated by commas.
Each option can also carry an image, so the survey can present clickable images rather than text.
To control additional settings for your survey options, such as:
- Separating the data value from the displayed label
- The image used in the survey option
- The score increase or decrease applied by the option
Click on the survey option to open a settings modal where you can control each of these.
Map survey answers to Campaign Monitor fields
Use the "Map to custom field" dropdown on the survey element and select from your Campaign Monitor custom fields. The field needs to exist already — there's no create-on-the-fly.
Keep your answer values short and consistent — too-expensive rather than It was a bit too expensive for me — because those are the strings you'll build Campaign Monitor segment rules against.
Styling your survey
Below the option settings and in the "Themes" tab, you'll find style controls — width, text alignment, fonts, colours, sizing, whether options are stacked or responsive, drop shadows and more.
Survey confirmation actions
With a survey element selected, click to the "Actions" tab to choose what happens when someone selects an option.
- Redirect visitors to a URL
- Show another step in the campaign, or specific steps based on the selection
- Display a thank you message
- Display another ConvertFlow campaign
- Open an SMS message to a phone number
Adding Campaign Monitor automations
Alongside ConvertFlow actions like lead alerts and tags, add automations that add the subscriber to a Campaign Monitor list once they've answered — so segmentation happens at the moment of the answer rather than in a later sync.
Map preset fields to Campaign Monitor
Email address and first name are mapped for you. For the rest, use the Fields button on your Integrations page and enter the field's data name.
Running scripts & pixels on completion
By adding scripts to your survey's confirmation actions, you can fire conversion pixels and perform other custom javascript. ConvertFlow runs scripts added here only after a survey option has been selected.
Adding conditional logic
By default the survey performs the confirmation action you've set. Click "+ Add Conditional Action" to act only on visitors meeting your conditions — useful for routing by the sum of their selections, or adding to a different Campaign Monitor list per answer.
Target who gets asked
With Campaign Monitor connected, target the survey to specific subscriber segments — buyers only for a post-purchase question, a particular cohort for research — rather than showing it to all traffic and diluting the responses.
Segment and personalize in Campaign Monitor
Once answers are landing on subscriber records, build segments from those field values and target your campaigns and journeys against them.
You can also personalize your site for Campaign Monitor segments — so what someone told you in the survey changes what they see on their next visit, not just what lands in their inbox.
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