How to use the new ClickFunnels Survey Builder

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YouTube Transcript: English (auto-generated)

00:04
smart head of customer education here at
00:06
clickfunnels in in this video I’m going
00:07
to show you how you can use the new
00:10
survey builder inside click model so
00:12
you’ll need to use a new editor in order
00:14
to do this if you use the classic editor
00:16
you won’t be able to use the new survey
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builder so I’m going to go ahead and
00:20
click edit page so open it into the page
00:22
editor and here’s the new survey builder
00:27
element here if you want to add this to
00:29
page you would click add new elements
00:31
down here or you can click add element
00:33
up here then you’re a fine survey and
00:35
drag it right onto the page so this is a
00:38
survey this is what the survey looks
00:40
like when there’s nothing added to it so
00:42
I’m gonna go ahead and click on that
00:43
click open options and then you’ll see
00:46
that you have this menu here where you
00:49
can create questions specific triggers
00:52
outcomes and other settings so I’m going
00:55
to go ahead and show you how I have this
00:56
set up in this other survey that I’ve
00:58
already built I’m going to click open
01:01
options and you’ll see that I have a
01:04
question here that says what industries
01:06
do you work in my first answer is rose
01:08
they prefer mortgage broker financial
01:10
advisor and insurance agents I can then
01:13
set up an answer redirect for each one
01:15
of these answers so some of the answers
01:18
will estate broker I’m going to send
01:20
them to the question in my next question
01:23
group how much money did you make last
01:24
year as a real estate broker as they
01:27
answer mortgage broker it will send them
01:29
to how much money you can make less here
01:30
is a mortgage broker and so on and I can
01:33
also add thumbnails for each answer or I
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can choose the - I only have text the
01:42
layout is also going to determine how
01:43
your answers are laid out I chose a 4 by
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4 block so that’s going to show them in
01:48
four answers in a horizontal line I can
01:52
do a vertical list I can do two by two
01:53
and other things like that
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you can also choose whether or not you
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want to have a circle squared letter
02:00
number or just hide the radio option so
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this is where you’ll type your question
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and then you can have a subtitle for
02:08
your question as well so let’s actually
02:10
go ahead and preview this page
02:13
and you can see what this looks like
02:14
live so with the offices I’ve selected
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this is my question this is my subtitle
02:19
and these are my answers here if I
02:22
select real estate broker it takes me to
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how much money did you make last year as
02:27
a real estate broker
02:28
if I select mortgage broker how much
02:31
money did you make last year as any
02:32
mortgage broker so one thing I’ll show
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you in here that I have set up is an
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outcome I have an outcome and you can
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set up as many outcomes as you like I
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have one for a top producing broker so
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if one of these real estate brokers
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answer how much money did you make and
02:50
answer 1 million dollars and they answer
02:53
what industry we’re going to answer real
02:55
estate I want to send them to a specific
02:58
page and then I’m going to go ahead and
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go back save this page and I’m going to
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click preview in an incognito window to
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show you how this works I’ll click real
03:14
estate broker 1 million and then this
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should take me to my special high-dollar
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real estate page so you need 1 million
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dollars in really last year in you
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should sign up for my coaching program
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for top 3 Singh real estate brokers and
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they can click apply now and start
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filling out the application for that
03:33
process so we can really drill down
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where we want to send specific users who
03:37
answers it this survey so I’m going to
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go ahead and actually delete this other
03:43
one here save that page but showing you
03:48
questions I’ve shown you outcome and I
03:51
didn’t explain much the question groups
03:53
so the question groups are basically
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when you have the same question but
03:57
maybe for a different audience for each
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one so how much what do you do to make
04:00
lectures as real estate agent how much
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place make lecture as a mortgage broker
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so when you are creating these question
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groups you can add a new question in the
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group or you can actually just copy an
04:09
existing question and then edit that
04:12
question makes it a little bit easier I
04:14
need to delete this question I need to
04:15
open it up and place the lead question
04:18
now there’s also triggers triggers are
04:21
interesting because what they’ll do is a
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trigger instantly when somebody answers
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a question so if you have a trigger here
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you can actually trigger a face of
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Facebook pixels of fire when they answer
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a specific question so if somebody
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answers what industry work in and they
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say real estate broker you’ll see that
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this creates an event called PS survey
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and it will create a name or property
04:47
called real estate agent so I’m going to
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go into my ads account you’ll see that
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this be a survey has been created now
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you have to actually start sending
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traffic through this funnel in order for
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this to be created but once it’s created
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in your ads account you can create an
05:01
audience select custom combinations
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select defense select CS survey and then
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the parameter is named and it could be
05:13
equals contained but it needs to match
05:16
what you have here so I’m going to go
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ahead and copy this and then paste this
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here and now I can create a custom
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audience in my Facebook Ads account for
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anyone who answers real estate agents
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now in order to produce the fire you
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have to have your Facebook pixel
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installed on the page in the tracking
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code setting if you do not have your
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Facebook pixel in here it won’t trigger
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correctly the other thing that you can
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do with triggers is you can trigger a
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Google tag so if you turn on the Google
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tag manager you would put the Google tag
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name and then you would add your Google
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tag pixels into your tracking settings
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as well and then this can trigger on
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whichever answer you want and it will
06:01
trigger immediately so we have our
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questions and we can redirect a question
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wherever we like based on how they
06:09
answer we can redirect to a visitor
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question in a question group we can
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redirect to and the one thing you’ll
06:21
notice is that you’ll be able to see
06:23
where people are coming from so if
06:26
somebody lands on this question is
06:29
because they came the answers real
06:30
estate broker on question 1
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as they land on this question so they
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came from questions enter to on question
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one and so on you can also see where
06:40
these people are coming from and how
06:41
they can get to this question so it
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helps you visualize how it’s broken down
06:46
you can also move these questions around
06:49
by dragging such as this in the settings
06:55
you can choose whether to show or hide
06:58
the progress farm you can also add a
07:01
button to your survey if you like and
07:03
they won’t move on until they click the
07:05
button so the way that that’s going to
07:07
work is all add any button to the page
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and then I need to add an action for the
07:14
fun as shown here it’s going to use the
07:21
URL of survey next let go into the
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buttons that action go to website URL
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now I’m going to paste sort of a next so
07:35
now I can change this to next step I can
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even add an arrow here if I like I’m
07:48
going to go ahead and save that it’s
07:50
creepy that
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so like like real estate broker now it
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doesn’t go to the next step until I
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click the button so you have to click
08:03
the button in order to move to the next
08:05
step if you add the button so that’s
08:07
about it if you have any questions about
08:09
our survey omelet please let us know
08:11
[Music]

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