Why run ConvertKit surveys in ConvertFlow
ConvertKit is now called Kit. The integration is the same — this page uses the ConvertKit name because that's still how most people search for it.
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 ConvertKit behaves differently. Each answer is written to a custom field or applies a tag, so the response becomes something your sequences act on. Asking your list what they're stuck on is only useful if the answer changes what you send them next.
Connect ConvertKit to ConvertFlow
In ConvertKit, go to Account → Account Info to find your API Secret — not your API Key — and paste it into ConvertFlow's Integrations area.
ConvertFlow then pulls in your sequences and tags, so survey takers can be tagged and enrolled the moment they answer.
Before you build: ConvertFlow maps survey answers into custom fields that already exist in ConvertKit. Decide what you'll ask, then create the matching fields there first.
How to build the best ConvertKit 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 ConvertKit 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 ConvertKit
Use the "Map to custom field" dropdown on the survey element and select from your ConvertKit custom fields. The field needs to exist in ConvertKit already — there's no create-on-the-fly.
Keep your answer values short and consistent — beginner rather than I'm just getting started — because those are the strings you'll build ConvertKit segment conditions against.
Or apply a tag instead
For a survey with a small fixed set of answers, applying a tag per answer is often the better move in ConvertKit. Visual automations trigger from tags, so tagging on answer means the follow-up sequence starts by itself — no segment to build, no rule to remember.
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 ConvertKit automations
Alongside ConvertFlow actions like lead alerts, add automations that apply a ConvertKit tag or add the subscriber to a sequence once they've answered — so the answer starts the follow-up rather than waiting to be read.
Map preset fields to ConvertKit
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 applying a different ConvertKit tag per answer.
Target who gets asked
With ConvertKit connected, target the survey to specific subscriber segments — people who bought a course for a post-purchase question, a particular tag for research — rather than showing it to all traffic and diluting the responses.
Segment and personalize in ConvertKit
Once answers are landing on subscriber records, build segments from those field values and tags, and target your sequences and broadcasts against them.
You can also personalize your site for ConvertKit 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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