Why run Ontraport 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 Ontraport behaves differently. Each answer is written to a custom field on the contact's record, so the response becomes something you can build a campaign against. Ask why someone hasn't booked and you can run a sequence for each reason.
Connect Ontraport to ConvertFlow
In Ontraport, go to Administration → Integrations to find your App ID and API key, then paste both into ConvertFlow's Integrations area.
ConvertFlow then pulls in your Ontraport campaigns and tags, 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 in Ontraport. Decide what you'll ask, then create the matching fields in Ontraport first.
How to build the best Ontraport 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 an Ontraport custom field. Toggle "multi-select" if visitors should be able to choose more than one — multiple values are written to the field 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 Ontraport custom fields
Use the "Map to custom field" dropdown on the survey element and select from your Ontraport custom fields. The field needs to exist in Ontraport 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 Ontraport 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 Ontraport automations
Alongside ConvertFlow actions like lead alerts and tags, add automations that add the contact to an Ontraport campaign or apply an Ontraport tag once they've answered. Both are already in the dropdown because ConvertFlow pulled them in when you connected.
Pair this with conditional actions and each answer routes somewhere different — a high-intent response enters the sales sequence, a low-intent one enters nurture.
Map preset fields to Ontraport
First name and email address are mapped for you. For the rest, use the Fields button on your Integrations page and enter the data name of the Ontraport field each preset field should write to.
Running scripts & pixels on completion
By adding scripts to your survey's confirmation actions, you can fire conversion pixels in your advertising platforms 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 Ontraport tag per answer.
Target who gets asked
With Ontraport connected, target the survey to specific contact segments — customers 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 Ontraport
Once answers are landing on Ontraport contact records, build segments from those field values and target your campaigns against them.
You can also personalize your website for Ontraport contact 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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