Why run Drip 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 Drip behaves differently. Each answer is written to a custom field on the subscriber's record, and can start a workflow. Ask why someone hasn't repurchased and you can run a different sequence for each reason — automatically, the moment they answer.
Connect Drip to ConvertFlow
Connect Drip from ConvertFlow's Integrations area. There's no API token — log into your Drip account to authorize it.
ConvertFlow then pulls in your campaigns, tags and workflows, so survey takers can be segmented and enrolled the moment they answer.
Before you build: ConvertFlow maps survey answers into custom fields that already exist on your Drip subscribers. Decide what you'll ask, then create the matching fields in Drip first.
How to build the best Drip 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 Drip 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 Drip custom fields
Use the "Map to custom field" dropdown on the survey element and select from your Drip custom fields. The field needs to exist on your Drip subscribers 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 Drip 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 Drip automations
Alongside ConvertFlow actions like lead alerts and tags, add automations that apply a Drip tag or add the subscriber to a Drip workflow once they've answered.
The workflow option is the one that changes what a survey is for. Instead of collecting an answer to read later, the answer starts a sequence immediately — so a shopper who says "too expensive" enters a different nurture path than one who says "wrong size", without anyone touching a report.
Map preset fields to Drip
Email address and first name are mapped for you. For the rest, use the Fields button on your Integrations page and enter the Drip 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 starting a different Drip workflow per answer.
Target who gets asked
With Drip connected, target the survey to specific subscriber segments — buyers only for a post-purchase question, a particular cohort for NPS — rather than showing it to all traffic and diluting the responses.
Segment and personalize in Drip
Once answers are landing on Drip subscriber records, build segments from those field values and tags, and target your campaigns and workflows against them.
You can also personalize your store for Drip 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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