Personalization Survey Tool, Templates & ExamplesPersonalization Survey Tool, Templates & Examples

personalization Surveys

Create personalization surveys in minutes.

ConvertFlow’s personalization survey tool makes it easy to create, personalize, and A/B test personalization surveys for any website, without designers or developers.

No credit card required • 5 minute setup
Capterra badge for best quiz funnel software
G2 High Performer 2023
Star ratings
4/5 – 2024 Favorite For Lead Capture Software
Personalization Survey Tool, Templates & ExamplesPersonalization Survey Tool, Templates & Examples

Examples

See examples of personalization surveys to draw inspiration from

Builder

See how to build personalization surveys, without developers

Features

Explore all the features that give you the power to build surveys like a pro

Templates

Launch quickly with professionally designed templates

Tutorial

See our guided tutorial on how to build personalization surveys

FAQs

Answers to frequently asked questions about personalization surveys

personalization Survey Examples

See how the pros build personalization surveys

Get inspiration from examples of real personalization surveys. Then choose a template and customize it for your brand to launch in minutes.

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Launch fast with ConvertFlow’s
personalization survey tool

ConvertFlow gives you all the tools you need to create, personalize, and optimize personalization surveys from one powerful builder

lead capture form builder

Add Questions

Build your personalization survey in minutes

Quick build mobile-responsive surveys using prebuilt templates, a variety of interactive elements, and custom designs that match your brand.

Complete your survey with forms, quizzes, shoppable products, videos, custom HTML and more
Create multi-step survey funnels that deliver personalized lead gen and ecommerce experiences
Automatically design for mobile with responsive layouts that do 99% of the work for you. Just a few tweaks, and you're done

Grow Your List

Grow your list by adding opt-ins to your personalization survey

Turn survey takers into subscribers by gating incentives behind a list subscribe form. Entice them with discount codes, gated content and special offers.

Can collect contact info like email, phone, name etc.
Opt-ins & survey answers synced to CRM upon opt-in
Funnel path branching based on scores and answers
quiz funnel report
quiz funnel report

Recommend Products

Use personalization survey answers to recommend products

Recommend products based on their survey answers, lead scoring and product interests.

Recommend products based on survey answers
Add to cart directly from survey funnel
Lead score calculated using survey answers

Integrate

Best-in-class integrations with your favorite tools

Best-in-class integration with

Seamlessly integrate your surveys with your website, ecommerce platform, email & SMS tools, and analytics.

Syncs contact data with your CRM & email tools
Connect ecommerce platforms like Shopify to display and sell products
Automate actions across your tools when visitors answer your surveys
quiz funnel integrations
quiz funnel landing pages

Launch

Publish and go live in a click

Launch surveys on your own domain, on Shopify, Wordpress, or any other CMS

Display survey as landing page, popup or embed
Publish to Shopify pages with 1-click
Publish to your custom domain with HTTPS
Content delivered through CloudFlare's global CDN

Optimize

Measure your personalization survey and optimize performance

See how many leads and revenue each survey has generated. Optimize your results with split-testing

Full-funnel reporting show you what's working beyond simple conversion rates stats
Revenue attribution shows you how much money each form variant generates
Run A/B and multi-variate tests to find your highest converting offers
quiz funnel report

All the features you need to create personalization surveys

Powerful features to build and optimize personalization surveys, from one funnel builder.

Landing Pages

Create landing pages and sales pages

Sticky Bars

Sticky bars are banners that appear from the top or bottom of the page

Embeds

Embed forms, buttons, and sections

Secured Custom Domains

Display your landing pages on HTTPS custom domains

Custom Scripts Manager

Add custom HTML, CSS, javascript and pixels.

Contact Segmentation

Segment contacts into email and SMS campaigns

Funnel Conversion Reports

Report on your funnels from one dashboard

A/B Split-Testing

Allocate traffic percentages between variants to experiment

Product Recommendations

Conditionally recommend products to shoppers

Verify Email & Phone

Real-time email & phone verification form fields

Form Submission Profiles

Review contact profiles of form submissions

UTM Source Reports

Capture UTMs to contact form fields for reporting

Saved Template Library

Save templates for pages, campaigns and content

Events Stream

Stream events to GA4, tag managers, APIs and custom scripts

Multi-Variate Experiments

Go beyond A/B testing with multi-variate experiments

Campaign Scheduling

Set and forget scheduled campaigns for your site

Multi-Site

Manage for multiple websites from one account

Team Permissions

Invite team members with role-based permissions

Start For FreeWatch DemoInstall App

personalization survey templates

Build your funnel with 300+ templates for surveys, quizzes, forms, popups, landing pages, and more.

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See how it works

See ConvertFlow's survey tool & funnel builder in action

Watch the tutorial

See step-by-step how to build a personalization survey in ConvertFlow

How to build personalization surveys.

By adding a personalization survey to your ConvertFlow landing page, popup, or embed, you can ask your visitors a question and present them with fixed answers for them to select.

To add a survey to your campaign, click to add an element and choose the "survey" element type.

personalization survey options

Once you've selected a survey element, you'll be able to manage its survey options in the builder panel.

Here you can add personalization survey options, arrange their position, edit their text and you can also map your personalization survey to a custom field in your email provider / CRM.

If you want your visitors to be able to select multiple options, toggle the "multi-select" option. Multiple selected personalization survey option values will be mapped to your custom field separated by commas.

Each survey option can also have images if you want your personalization survey to have clickable images for your visitors to select from.

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/decrease applied by the survey option

Then, click on the survey option to open up a settings modal where you can control each of these options.

Styling your personalization survey

Below the survey option settings and in the "Themes" tab, you'll find the style controls for your personalization survey.

You can adjust the width of your personalization survey, the alignment of the text, fonts, colors, sizing, whether options are stacked or responsive, drop shadows, and more.

personalization survey confirmation actions

While a survey element is selected, in the builder panel you'll be able to click to the "Actions" tab of your personalization survey.

When editing the actions, you can choose what you want to happen when someone selects a survey option.

Here are some of the actions you can perform upon survey selection:

  • You can choose to redirect your visitors to a URL
  • Show another step in the campaign (or specific steps based on survey selection)
  • Display a thank you message
  • Display another campaign you've created in ConvertFlow
  • Open an SMS message to a phone number

Select the survey confirmation action you want to configure the confirmation actions, as well as configure survey jumps based on answers.

Adding automations to your personalization survey

Here you can also add "Automations" to your personalization survey. These can be automations in ConvertFlow such as sending a lead alert to a team member, adding a ConvertFlow tag to segment the personalization survey taker for future targeting, etc.

You can also add automations to your integrated email service provider. For example, for MailChimp you can choose which list you want to add the contact to after completing your personalization survey.

Add as many automations as you need to your personalization survey to properly segment your contacts into the right audiences in your connected tools.

Running scripts & pixels when completing your personalization survey

By adding scripts to your personalization survey's confirmation actions, you can fire conversion pixels in your advertising platforms and perform other custom javascript. ConvertFlow will run scripts added here only after a survey option has been selected.

Adding conditional logic to your personalization survey

By default, your personalization survey will perform the confirmation action you've set. However, there may be scenarios where you want to perform actions only for certain people, such as directing personalization survey takers to a certain outcome based on the sum of their selections.

By clicking "+ Add Conditional Action", you can perform actions only for the visitors that meet the conditions you've defined. Learn more about conditional actions →

Frequently asked questions

Have questions? We've got answers to the top questions listed below.

What is a personalization survey?
What makes a good personalization survey?
How to optimize a personalization survey?

ConvertFlow is easy for beginners, powerful for pros

Fast & easy for busy entrepreneurs, while powerful for marketing pros & agencies. ConvertFlow gives you the power to quickly launch funnels for any product, brand or offer

Drag & Drop Elements

Use a variety of elements to craft high-converting experiences

Designed for Mobile

Effortlessly create the perfect experience for mobile & desktop

Pre-Built Sections

We've done 99% of the design work for you. Build swiftly by adding pre-built sections

Funnel Steps

Guide shoppers from visit to checkout through multiple funnel steps

Sell Products

Connect an ecommerce platform like Shopify, display your products, and drive shoppers to purchase from your funnels

Publish in a Click

Publish your pages and campaigns to your own domain, or directly to Shopify, Wordpress, or any other CMS

Actions

Sync contact fields, map custom fields, track events & trigger actions in your tools

Funnel Logic

Personalize product recommendations and next funnel steps using quiz answers & logic

Targeted Audiences

Personalize on-site offers for targeted audiences based on visit history, cart activity, custom fields, and contact segments in your CRM

Split-Tests

Experiment and run split-tests to find your best performing offers

Performance

Lightweight and optimized for fast-load speeds, using the same CDN as Shopify

Multi-Site

Manage funnels for multiple websites or clients. Invite team members and clients to collaborate

Drag & Drop Elements

Use a variety of elements to craft high-converting experiences

Designed for Mobile

Effortlessly create the perfect experience for mobile & desktop

Pre-Built Sections

We've done 99% of the design work for you. Build swiftly by adding pre-built sections

Funnel Steps

Guide shoppers from visit to checkout through multiple funnel steps

Sell Products

Connect an ecommerce platform like Shopify, display your products, and drive shoppers to purchase from funnel you create

Publish in a Click

Publish your pages and campaigns to your own domain, or directly to Shopify, Wordpress, or any other CMS

Actions

Sync contact fields, map custom fields, track events & trigger actions in your tools

Funnel Logic

Personalize product recommendations and next funnel steps using quiz answers & logic

Targeted Audiences

Personalize on-site offers for targeted audiences based on visit history, cart activity, custom fields, contact segments in your CRM, etc

Split-Tests

Experiment and run split-tests to find your best performing offers

Performance

Lightweight and optimized for fast-load speeds, using the same CDN as Shopify

Multi-Site

Manage funnels for multiple websites or clients. Invite team members and clients to collaborate. Scale with templates

Plus, integrations with your favorite tools

personalization survey tool reviews

Thousands of fast-growing brands and 30,000+ websites use ConvertFlow's funnel builder to launch surveys, landing pages, forms, quizzes, popups and multi-step funnels. See real results below.

Undrdog

Shopify Store

"Helps us connect the dots between Shopify, Klaviyo and custom campaigns like quizzes, surveys, etc."

In its core you have the CDP which helps us connect the dots between Shopify, Klaviyo and custom campaigns like quizzes, surveys, etc. On the other hand, you have this front-end builder with some good landing page and popup templates to start from... I believe ConvertFlow will be the next big thing in the development of Shopify ecosystem

IGLU

Shopify Store

"Custom logic and it's extremely flexible"

This is an excellent app. Highly recommended. We recently started using ConvertFlow for quizzes and surveys. It's an excellent tool to collect zero-party data and hear from your customers. We'd love to see more features, for example, choosing a date field from a calendar. Otherwise, you can build custom logic and it's extremely flexible. Helps a lot for advanced customer journeys. We'd also love to thank Yvonne from the support team. Her replies are quick, she's friendly, helpful, and always follows up. Absoultely stellar service, thank you once again!

David Heatley

‍Founder, Cycling Inform

"Makes segmentation easy"

"I've been wanting to get my segmentation survey up and running for years and now it’s so easy with ConvertFlow!"

Frank N.

Lifecycle Marketer

"ConvertFlow is one of the most powerful and capable pop-ups, surveys, and landing page tools out there"

"ConvertFlow is one of the most powerful and capable pop-ups, surveys, and landing page tools out there. It provides a lot of customizations, which is hugely helpful in tailoring it to the way you want it to behave. We use it for our Shopify stores for different countries and in different languages. It can always provide us the flexibility to customize it based on what we need. And the built-in A/B test capability just makes running tests so much easier and enables the marketing team to make changes on the fly based on real-time metrics without creating a workload for the web developers."

Launch your personalization survey

Getting started takes just a minute and you can build your next funnel for free.

Personalization Survey Tool, Templates & ExamplesPersonalization Survey Tool, Templates & Examples

Build more than just surveys

Surveys are just one tool in ConvertFlow's all-in-one funnel builder.

Landing Pages

Drive traffic to focused landing pages that sell products

Popups

Grow your email & SMS list faster with targeted popups

Quizzes

Guide shoppers to recommended products using quiz funnels

Forms

Collect more contact fields using multi-step forms

Surveys

Survey visitors to gather valuable customer insights and segment your audience

A/B Split Testing

Split-test to find the offers & messaging that converts

Upsells & Cross-Sells

Boost sales with 1-click cart upsells and post-purchase offers for shoppers

Browse Abandonment

Boost checkouts by engaging shoppers before they leave

All Survey Tools