Why run Tatango 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 Tatango behaves differently. Each answer writes to a custom field, and can add the subscriber to a list, apply a tag, or take them off a list — so the response changes which texts they get.
That last one matters more on SMS than elsewhere. Every message costs money, so an answer that disqualifies someone should stop the campaign that's about to text them, not just be recorded.
Connect Tatango to ConvertFlow
Paste your Tatango API key and user email into ConvertFlow's Integrations area — both are required.
ConvertFlow then pulls in your Tatango campaigns, lists and tags.
How to build the best Tatango 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 Tatango 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 answers to Tatango custom fields
Use the "Map to custom field" setting on the survey element.
Keep answer values short and consistent — too-expensive rather than It was a bit too expensive for me. These end up in text messages, where every character costs money and a long value reads badly in a merge field.
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 Tatango automations
Alongside ConvertFlow actions, add Tatango automations once someone has answered — add to list on any of the four opt-in models, remove from list, or add a tag.
For a survey aimed at people already subscribed, add a tag and remove from list are the useful ones. A tag records the answer without changing their programme; removing from a list stops a campaign that no longer applies.
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 applying a different tag per answer, or removing from a list on one specific response.
Target who gets asked
Tatango supports segment targeting, so you can show the survey only to people on a particular list or carrying a particular tag. Asking existing subscribers a question gets you answers attached to people you already message, rather than from anonymous traffic.
Personalize for Tatango subscribers
Once answers are landing on subscriber records as fields and tags, use them to segment your Tatango campaigns — and to personalize your website, so what someone told you changes what they see on their next visit as well as what they receive by text.
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