Why run Cordial 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 Cordial behaves differently. Each answer writes to a custom field, and can add the contact to a list, track a custom event, or trigger a Cordial automation — so the response starts a cross-channel programme rather than filling a spreadsheet.
And because event tracking and automation triggers work for contacts who already exist, a survey isn't only a capture tool. You can ask an existing contact a question and act on the answer immediately.
Connect Cordial to ConvertFlow
In ConvertFlow's Integrations area, add your Cordial API key and API Base URL.
Accounts sit on different instances, so a valid key with the wrong base URL fails without a clear error.
Install Cordial's tracking script on the same pages as ConvertFlow so respondents who submit their email are identified against their browsing session.
How to build the best Cordial 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 Cordial 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 Cordial custom fields
Use the "Map to custom field" dropdown on the survey element to select the Cordial custom field the answer writes to.
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 Cordial segment conditions 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 Cordial automations
Alongside ConvertFlow actions, add any of the six Cordial automations once someone has answered:
- Add to list
- Add to list with subscribed
- Remove from list
- Update custom field
- Track custom event
- Trigger automation
For a survey aimed at existing contacts, track custom event and trigger automation are the useful ones — they act on someone who already exists rather than trying to create them again.
Remove from list deserves a mention too. An answer that disqualifies someone can take them off a list immediately, so a contact who says they've already bought stops receiving the campaign trying to sell it to them.
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 triggering a different Cordial automation per answer, or removing from a list on one specific response.
Target who gets asked
With Cordial connected, target the survey to specific contact segments — recent purchasers 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 Cordial
Once answers are landing on contact records as fields and events, build segments from them and target your cross-channel campaigns accordingly.
You can also personalize your site for Cordial 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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