{"id":15298,"date":"2024-01-25T10:27:47","date_gmt":"2024-01-25T10:27:47","guid":{"rendered":"https:\/\/shout.com\/?p=15298"},"modified":"2024-03-11T12:05:35","modified_gmt":"2024-03-11T12:05:35","slug":"survey-funnel-101","status":"publish","type":"post","link":"https:\/\/wp-stagesh.bugfree.co.uk\/lead-generation\/survey-funnel-101\/","title":{"rendered":"Survey Funnel 101: 3 Steps to Optimizing Your Sales Pipeline"},"content":{"rendered":"\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-51fb59e\" data-block-id=\"51fb59e\"><p class=\"stk-block-text__text\">Survey funnels are essential for businesses seeking to use customer feedback and insights to create more personalized <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/customer-experience\/measuring-and-improving-customer-experience\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer experiences<\/a>.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-0304801\" data-block-id=\"0304801\"><p class=\"stk-block-text__text\">Below, we&#8217;ll be diving into what survey funnels are, how they can benefit your business, and (most importantly) how to get create a survey funnel for your business.<\/p><\/div>\n\n\n\n<nav class=\"wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-198eae8\" data-block-id=\"198eae8\"><p class=\"stk-table-of-contents__title\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Table of Contents<\/span><\/strong><\/p><ul class=\"stk-table-of-contents__table\"><li><a href=\"#what-is-a-survey-funnel\">What is a survey funnel?<\/a><\/li><li><a href=\"#what-are-the-benefits-of-a-survey-funnel\">What are the benefits of a survey funnel?<\/a><\/li><li><a href=\"#how-to-create-a-survey-funnel\">How to create a survey funnel<\/a><\/li><li><a href=\"#choosing-the-right-survey-software\">Choosing the right survey software<\/a><\/li><li><a href=\"#wrapping-up\">Wrapping up<\/a><\/li><\/ul><\/nav>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-2c7f195\" id=\"what-is-a-survey-funnel\" data-block-id=\"2c7f195\"><h2 class=\"stk-block-heading__text\">What is a survey funnel?<\/h2><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-8a0404b\" data-block-id=\"8a0404b\"><p class=\"stk-block-text__text\">A survey funnel is the process of playing one or more surveys at key touchpoints throughout the customer journey.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-da4c986\" data-block-id=\"da4c986\"><p class=\"stk-block-text__text\">These surveys have one goal, to segment your audience based on the feedback given for the purpose of delivering the most relevant product, service or content.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-bc0b524\" data-block-id=\"bc0b524\"><p class=\"stk-block-text__text\">They can help increase conversions and identify qualified leads in all <a href=\"https:\/\/www.superoffice.com\/blog\/how-to-create-a-customer-centric-strategy\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer-centric activities<\/a>, from email marketing to sales.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-90604b8\" data-block-id=\"90604b8\"><p class=\"stk-block-text__text\">If we consider the <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/digital-marketing\/race-model-for-digital-marketing\/\">RACE model<\/a>, survey funnels would be part of the Act stage. Where we create content for leads to interact with, in hoping to move them into the conversion stage.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-361d931\" id=\"difference-between-a-survey-funnel-and-a-lead-magnet\" data-block-id=\"361d931\"><h3 class=\"stk-block-heading__text\">Difference between a survey funnel and a lead magnet<\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-cc691a1\" data-block-id=\"cc691a1\"><p class=\"stk-block-text__text\">There&#8217;s a fair amount of conflicting information on survey funnels, which we believe creates more confusion than is necessary.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-7493af3\" data-block-id=\"7493af3\"><p class=\"stk-block-text__text\">So we&#8217;d like to clear the air for you.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-f1082d6\" data-block-id=\"f1082d6\"><p class=\"stk-block-text__text\">The job of a survey funnel is to capture information from leads and website visitors in order to direct them to content that is most relevant to them (personalization).<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-76150fb\" data-block-id=\"76150fb\"><p class=\"stk-block-text__text\"><a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/email-marketing\/lead-magnets-and-how-they-can-grow-your-email-list\/\" target=\"_blank\" rel=\"noreferrer noopener\">Lead magnets<\/a> are useful pieces of content, created with the intention of capturing lead information in exchange for access to that content.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-0900219\" data-block-id=\"0900219\"><p class=\"stk-block-text__text\">The difference here is in lead intent.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-c8221ea\" data-block-id=\"c8221ea\"><p class=\"stk-block-text__text\">Lead magnets are only capturing leads who have a specific interest in the magnet content itself. They can be effective because they&#8217;re targeted, but there&#8217;s also a natural limit to how many leads they can generate.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-3f9bb75\" data-block-id=\"3f9bb75\"><style>:where(.stk-hover-parent:hover,.stk-hover-parent.stk--is-hovered) .stk-3f9bb75 .stk-img-wrapper{--stk-gradient-overlay:0.7 !important}.stk-3f9bb75 .stk-img-figcaption{font-style:italic !important;text-align:center !important}@media screen and (max-width:1023px){.stk-3f9bb75 .stk-img-wrapper{height:700px !important}}<\/style><figure><span class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-15308\" src=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Lead-Magnet-Funnel.png\" width=\"700\" height=\"264\" alt=\"Typical Lead Magnet Funnel\" srcset=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Lead-Magnet-Funnel.png 700w, https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Lead-Magnet-Funnel-300x113.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/span><figcaption class=\"stk-img-figcaption\">Lead Magnet Funnel<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-9b19489\" data-block-id=\"9b19489\"><p class=\"stk-block-text__text\">Survey funnels cast a much wider net. They collect data from a more general audience, whilst also segmenting that audience into smaller targeted groups and directing them to personlized content.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-0d07ed2\" data-block-id=\"0d07ed2\"><style>:where(.stk-hover-parent:hover,.stk-hover-parent.stk--is-hovered) .stk-0d07ed2 .stk-img-wrapper{--stk-gradient-overlay:0.7 !important}.stk-0d07ed2 .stk-img-figcaption{font-style:italic !important;text-align:center !important}@media screen and (max-width:1023px){.stk-0d07ed2 .stk-img-wrapper{height:700px !important}}<\/style><figure><span class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-15309\" src=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel.png\" width=\"700\" height=\"583\" alt=\"Higher Converting Survey Funnel\" srcset=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel.png 700w, https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel-300x250.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/span><figcaption class=\"stk-img-figcaption\">Survey Funnel<\/figcaption><\/figure><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-4d5a2fb\" id=\"what-are-the-benefits-of-a-survey-funnel\" data-block-id=\"4d5a2fb\"><h2 class=\"stk-block-heading__text\">What are the benefits of a survey funnel?<\/h2><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-111ec52\" data-block-id=\"111ec52\"><p class=\"stk-block-text__text\">It&#8217;s no secret that understanding your audience is the cornerstone of <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/survey-design\/effective-marketing-questions\/\" target=\"_blank\" rel=\"noreferrer noopener\">successful marketing<\/a> (and sales). Survey funnels provide an opportunity for you to learn everything you need to know about prospects at the earliest touchpoints.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-28b3090\" data-block-id=\"28b3090\"><p class=\"stk-block-text__text\">Let&#8217;s get into more ways you can benefit below:<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-916b20b\" data-block-id=\"916b20b\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Personalized messaging<\/span><\/strong>: By understanding customer preferences, you can deliver the most relevant content possible and increase conversion rates.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-03307b0\" data-block-id=\"03307b0\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Real-time feedback loop<\/span><\/strong>: Survey funnels collect continuous feedback, meaning you stay informed on your audience and identify changing preferences immediately.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-68067a9\" data-block-id=\"68067a9\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Responsive improvements<\/span><\/strong>: Rather than waiting for periodic feedback, you can address concerns and rectify issues as soon as they arise.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-c80602a\" data-block-id=\"c80602a\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Targeted recommendations<\/span><\/strong>: Learning as much as you can about potential customers means you can recommend the most relevant product for them, increasing the likelihood that they&#8217;d convert.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-086a695\" data-block-id=\"086a695\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Reduce friction in the sales process<\/span><\/strong>: Collecting feedback on your <a href=\"https:\/\/www.salesforce.com\/in\/blog\/sales-funnel\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales funnel<\/a> allows you to remove irrelevant steps and optimize those that encourage leads to convert.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-4d9656e\" data-block-id=\"4d9656e\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Build stronger customer relationships<\/span><\/strong>: When customers see changes that were informed by their feedback, their commitment to your brand strengthens. Meaning they&#8217;re more loyal, and can become your advocates.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-0280562\" id=\"how-to-create-a-survey-funnel\" data-block-id=\"0280562\"><h2 class=\"stk-block-heading__text\">How to create a survey funnel<\/h2><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-a48dbb8\" data-block-id=\"a48dbb8\"><p class=\"stk-block-text__text\">Before you get started creating a survey funnel, you need to have a rough idea of how you&#8217;re going to segment your leads.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-54005ad\" data-block-id=\"54005ad\"><p class=\"stk-block-text__text\">One they&#8217;ve completed your survey, these lead segments (sometimes referred to as &#8220;buckets&#8221;) will be delivered personalized content to encourage them to convert.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-9c73f61\" data-block-id=\"9c73f61\"><p class=\"stk-block-text__text\">So, take stock of what this content will be, e.g. whether it&#8217;s an email nurturing campaign a product landing page, and factor that into your survey funnel.<\/p><\/div>\n\n\n\n<nav class=\"wp-block-stackable-table-of-contents stk-block-table-of-contents stk-block stk-4a47de9\" data-block-id=\"4a47de9\"><p class=\"stk-table-of-contents__title\">Table of Contents<\/p><ul class=\"stk-table-of-contents__table\"><li><a href=\"#difference-between-a-survey-funnel-and-a-lead-magnet\">Difference between a survey funnel and a lead magnet<\/a><\/li><li><a href=\"#step-1-create-your-survey-questions\">Step 1: Create your survey questions<\/a><\/li><li><a href=\"#step-2-use-questions-to-create-cluster-segments\">Step 2: Use questions to create cluster segments<\/a><\/li><li><a href=\"#step-3-configure-your-survey-exit-conditions-outcomes\">Step 3: Configure your survey exit conditions (outcomes)<\/a><\/li><\/ul><\/nav>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-3139137\" id=\"step-1-create-your-survey-questions\" data-block-id=\"3139137\"><h3 class=\"stk-block-heading__text\">Step 1: Create your survey questions<\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-59b1084\" data-block-id=\"59b1084\"><p class=\"stk-block-text__text\">The purpose of survey funnels is to plug any leaks in your <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/landing-pages\/create-lead-capture-pages-that-convert-visits-into-clicks\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead conversion strategy<\/a>, and the survey questions you ask should reflect this.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-f6aa1b8\" data-block-id=\"f6aa1b8\"><p class=\"stk-block-text__text\">However, we recommend keeping your survey to a maximum of seven questions. Any longer and you&#8217;ll start seeing your drop-off rate increase.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-c122d88\" data-block-id=\"c122d88\"><p class=\"stk-block-text__text\">Question wording will vary depending on your goals and industry, so instead of giving you exact questions, we&#8217;ll recommend what kind of data you&#8217;ll want to collect.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-c4aefdc\" id=\"identify-pain-points-in-order-to-be-the-solution\" data-block-id=\"c4aefdc\"><style>.stk-c4aefdc .stk-block-heading__text{font-size:20px !important}@media screen and (max-width:1023px){.stk-c4aefdc .stk-block-heading__text{font-size:20px !important}}<\/style><h4 class=\"stk-block-heading__text\">Identify pain points (in order to be the solution)<\/h4><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-ed654cb\" data-block-id=\"ed654cb\"><p class=\"stk-block-text__text\">Your priority in this survey should be to identify a problem or challenge (pain points) that leads are experiencing. This will go a long way in helping you tailor content that promotes your product\/ service\/ offering as a solution to that problem.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-66a157a\" data-block-id=\"66a157a\"><p class=\"stk-block-text__text\">This will also be the primary method by which you segment leads into buckets, and determine where they are sent once the survey is completed.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-51fd028\" id=\"ask-why-this-problem-hasnt-been-solved-to-help-you-qualify-leads\" data-block-id=\"51fd028\"><style>.stk-51fd028 .stk-block-heading__text{font-size:20px !important}@media screen and (max-width:1023px){.stk-51fd028 .stk-block-heading__text{font-size:20px !important}}<\/style><h1 class=\"stk-block-heading__text\">Ask why this problem hasn&#8217;t been solved (to help you qualify leads)<\/h1><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-d90d114\" data-block-id=\"d90d114\"><p class=\"stk-block-text__text\">When leads are shopping around, it&#8217;s important to find out why they haven&#8217;t settled on a solution yet. You&#8217;ll find these answers often align with questions that qualify leads.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-a387086\" data-block-id=\"a387086\"><p class=\"stk-block-text__text\">E.g. is there a budgetary restraint? are they looking for a specific feature? are they not being provided the level of support they need?<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-70e2489\" data-block-id=\"70e2489\"><p class=\"stk-block-text__text\">Not only can these questions help you disqualify leads you can&#8217;t convert, they can also highlight the leaks in your competitors&#8217; funnels.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-5d75e1b\" id=\"collect-demographic-information-the-more-you-know-the-richer-your-data\" data-block-id=\"5d75e1b\"><style>.stk-5d75e1b .stk-block-heading__text{font-size:20px !important}@media screen and (max-width:1023px){.stk-5d75e1b .stk-block-heading__text{font-size:20px !important}}<\/style><h4 class=\"stk-block-heading__text\">Collect demographic information (the more you know, the richer your data)<\/h4><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-87c7d24\" data-block-id=\"87c7d24\"><p class=\"stk-block-text__text\">Now this step is completely optional, but knowing more about your leads are can really enrich your data.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-8b72b8b\" data-block-id=\"8b72b8b\"><p class=\"stk-block-text__text\">These questions can cover everything form the industry they work in and their job role, to  interests and content preferences.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-e6bc391\" data-block-id=\"e6bc391\"><p class=\"stk-block-text__text\">But, a word of warning. Don&#8217;t ask too may of these questions, and only ask what you think will help you boost your conversion rate.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-1e11027\" data-block-id=\"1e11027\"><p class=\"stk-block-text__text\">Any respondent is reluctant to hand over too much personal information, especially if they think it isn&#8217;t relevant to the task at hand.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-226a22e\" id=\"step-2-use-questions-to-create-cluster-segments\" data-block-id=\"226a22e\"><h3 class=\"stk-block-heading__text\">Step 2: Use questions to create cluster segments<\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-8a309af\" data-block-id=\"8a309af\"><p class=\"stk-block-text__text\">For the most part, questions that address lead problems and challenges will be used to define your segments.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-14e9dc7\" data-block-id=\"14e9dc7\"><p class=\"stk-block-text__text\">This is because the content you direct them to will often act as the solution to that problem. Whether this is an <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/email-marketing\/drip-email-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\">email sequence<\/a>, a product page, or a whitepaper.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-5bba3ed\" data-block-id=\"5bba3ed\"><p class=\"stk-block-text__text\">You can, of course, use other questions to further inform how leads are segmented. But you&#8217;ll begin with those all important pain points. <\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-4734afd\" data-block-id=\"4734afd\"><p class=\"stk-block-text__text\">So, let&#8217;s get into a basic example below.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-1fd1e53\" data-block-id=\"1fd1e53\"><p class=\"stk-block-text__text\">We&#8217;ll use a multiple-choice question for this, but there are many other <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/survey-design\/survey-question-types\/\" target=\"_blank\" rel=\"noreferrer noopener\">types of questions<\/a> you can use.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-276fb12\" data-block-id=\"276fb12\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Question<\/span><\/strong>: &#8220;In terms of [product\/ service], what is the biggest problem or challenge you&#8217;re facing?&#8221;<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-132a3a3\" data-block-id=\"132a3a3\"><p class=\"stk-block-text__text\"><strong><span style=\"color: var(--theme-palette-color-4, #0e0c1b);\" class=\"stk-highlight\">Answers<\/span><\/strong>:<\/p><\/div>\n\n\n\n<ul data-block-type=\"core\">\n<li data-block-type=\"core\">A. No collaboration options<\/li>\n\n\n\n<li data-block-type=\"core\">B. Lack of customer support<\/li>\n\n\n\n<li data-block-type=\"core\">C. Too difficult to use<\/li>\n\n\n\n<li data-block-type=\"core\">D. Hidden costs<\/li>\n\n\n\n<li data-block-type=\"core\">E. Rising costs<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-stackable-image stk-block-image stk-block stk-0cf1774\" data-block-id=\"0cf1774\"><style>:where(.stk-hover-parent:hover,.stk-hover-parent.stk--is-hovered) .stk-0cf1774 .stk-img-wrapper{--stk-gradient-overlay:0.7 !important}@media screen and (max-width:1023px){.stk-0cf1774 .stk-img-wrapper{height:700px !important}}<\/style><figure><span class=\"stk-img-wrapper stk-image--shape-stretch\"><img loading=\"lazy\" decoding=\"async\" class=\"stk-img wp-image-15305\" src=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel-Pain-Points-Question.png\" width=\"969\" height=\"268\" alt=\"Identify Pain Points In Your Survey Funnel\" srcset=\"https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel-Pain-Points-Question.png 969w, https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel-Pain-Points-Question-300x83.png 300w, https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/Survey-Funnel-Pain-Points-Question-768x212.png 768w\" sizes=\"(max-width: 969px) 100vw, 969px\" \/><\/span><\/figure><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-40b8161\" data-block-id=\"40b8161\"><p class=\"stk-block-text__text\">This is a very simple example, but these answers allow us to infer the value these leads are seeking:<\/p><\/div>\n\n\n\n<ul data-block-type=\"core\">\n<li data-block-type=\"core\">A = Collaboration<\/li>\n\n\n\n<li data-block-type=\"core\">B = Accessibility and communication<\/li>\n\n\n\n<li data-block-type=\"core\">C = Usability and self-taught use<\/li>\n\n\n\n<li data-block-type=\"core\">D = Transparency<\/li>\n\n\n\n<li data-block-type=\"core\">E = Value for money<\/li>\n<\/ul>\n\n\n\n<p>These values can then be used as the basis for our segments, which will inform what content we direct leads to upon completion.<\/p>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-7df864a\" id=\"step-3-configure-your-survey-exit-conditions-outcomes\" data-block-id=\"7df864a\"><h3 class=\"stk-block-heading__text\">Step 3: Configure your survey exit conditions (outcomes)<\/h3><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-70edc4c\" data-block-id=\"70edc4c\"><p class=\"stk-block-text__text\">Your <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/customer-experience\/user-experience-survey-questions\/\" target=\"_blank\" rel=\"noreferrer noopener\">survey questions<\/a> have now done their job, which is to segment your audience into specific groups.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-1dcc127\" data-block-id=\"1dcc127\"><p class=\"stk-block-text__text\">And we know, using surveys to segment an audience isn&#8217;t breaking any new ground. What&#8217;s special about this strategy is what we do next.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-26cfcc3\" data-block-id=\"26cfcc3\"><p class=\"stk-block-text__text\">Now we need to define an outcome for each of those groups as they exit your survey.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-db08e7c\" data-block-id=\"db08e7c\"><p class=\"stk-block-text__text\">If we follow on from our above example, our outcomes may look a little something like this:<\/p><\/div>\n\n\n\n<ul data-block-type=\"core\">\n<li data-block-type=\"core\">A. No collaboration options &#8211;&gt; Team Features Landing Page.<\/li>\n\n\n\n<li data-block-type=\"core\">B. Lack of customer support &#8211;&gt; Testimonial showcasing your excellent support.<\/li>\n\n\n\n<li data-block-type=\"core\">C. Too difficult to use &#8211;&gt; Page highlighting the ease of use of your product.<\/li>\n\n\n\n<li data-block-type=\"core\">D. Hidden costs &#8211;&gt; Pricing page illustrating your transparent pricing.<\/li>\n\n\n\n<li data-block-type=\"core\">E. Rising costs &#8211;&gt; Discount promotional page.<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-a4d965f\" data-block-id=\"a4d965f\"><p class=\"stk-block-text__text\">This example is a little close-ended, but there&#8217;s no reason your survey funnel couldn&#8217;t lead into a multi-step process, like an email nurturing campaign.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-12975d5\" data-block-id=\"12975d5\"><p class=\"stk-block-text__text\">But what we&#8217;re trying to illustrate is; we&#8217;ve taken a general audience (with many wants and needs) and funnelled them into segments (with shared needs).<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-7b139da\" data-block-id=\"7b139da\"><p class=\"stk-block-text__text\">Each of those segments is then delivered a targeted piece (or series) of content, which is far more likely to encourage conversions.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-c14b160\" id=\"choosing-the-right-survey-software\" data-block-id=\"c14b160\"><h2 class=\"stk-block-heading__text\">Choosing the right survey software<\/h2><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-c6440de\" data-block-id=\"c6440de\"><p class=\"stk-block-text__text\">Rather than suggest different survey software providers, we thought it best to tell you what features will help turn your funnel into a highly-converting machine.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-ec71420\" data-block-id=\"ec71420\"><p class=\"stk-block-text__text\">So, let&#8217;s get into some of those below:<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-956289a\" id=\"exit-page-redirect\" data-block-id=\"956289a\"><style>.stk-956289a .stk-block-heading__text{font-size:18px !important}@media screen and (max-width:1023px){.stk-956289a .stk-block-heading__text{font-size:18px !important}}<\/style><h5 class=\"stk-block-heading__text\">Exit page redirect<\/h5><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-3cff082\" data-block-id=\"3cff082\"><p class=\"stk-block-text__text\">Redirect respondents to an external URL upon completion of your survey.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-62c95c3\" data-block-id=\"62c95c3\"><p class=\"stk-block-text__text\"><em>An absolutely essential feature if you need to send leads to a landing page once their response is submitted.<\/em><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-2120e17\" id=\"question-logic\" data-block-id=\"2120e17\"><style>.stk-2120e17 .stk-block-heading__text{font-size:18px !important}@media screen and (max-width:1023px){.stk-2120e17 .stk-block-heading__text{font-size:18px !important}}<\/style><h5 class=\"stk-block-heading__text\">Question logic<\/h5><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-c49d375\" data-block-id=\"c49d375\"><p class=\"stk-block-text__text\"><a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/help\/article\/64-default-logic\" target=\"_blank\" rel=\"noreferrer noopener\">Question logic<\/a> allows you to create custom paths through your survey based on answer choices.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-41e6363\" data-block-id=\"41e6363\"><p class=\"stk-block-text__text\"><em>Another crucial feature, especially if you want segments to be based on multiple answers throughout your survey funnel.<\/em><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-8a7210c\" id=\"text-piping-answer-piping\" data-block-id=\"8a7210c\"><style>.stk-8a7210c .stk-block-heading__text{font-size:18px !important}@media screen and (max-width:1023px){.stk-8a7210c .stk-block-heading__text{font-size:18px !important}}<\/style><h5 class=\"stk-block-heading__text\">Text piping (answer piping)<\/h5><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-68ae8bd\" data-block-id=\"68ae8bd\"><p class=\"stk-block-text__text\"><a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/help\/article\/62-text-piping\" target=\"_blank\" rel=\"noreferrer noopener\">Pass text<\/a> into questions, answers, and other survey fields.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-064b4bf\" data-block-id=\"064b4bf\"><p class=\"stk-block-text__text\"><em>Text piping allows you to pass lead information (such as names) into your survey, making questions and answers feel much more relevant.<\/em> <em>You can also use this feature to pass chosen answers into following question or answer fields.<\/em><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-80a6b0b\" id=\"website-embed\" data-block-id=\"80a6b0b\"><style>.stk-80a6b0b .stk-block-heading__text{font-size:18px !important}@media screen and (max-width:1023px){.stk-80a6b0b .stk-block-heading__text{font-size:18px !important}}<\/style><h5 class=\"stk-block-heading__text\">Website embed<\/h5><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-9a5cc11\" data-block-id=\"9a5cc11\"><p class=\"stk-block-text__text\"><a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/help\/article\/220-embedding-a-project\" target=\"_blank\" rel=\"noreferrer noopener\">Embed your survey<\/a> on a web page or inside a popup.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-ac91bf1\" data-block-id=\"ac91bf1\"><p class=\"stk-block-text__text\"><em>A must have feature if you want to capture data from website visitors. A fantastic setup for this use case would be to have your survey pop up after visitors spend a set time on your homepage.<\/em><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-18a065d\" id=\"email-invitations\" data-block-id=\"18a065d\"><style>.stk-18a065d .stk-block-heading__text{font-size:18px !important}@media screen and (max-width:1023px){.stk-18a065d .stk-block-heading__text{font-size:18px !important}}<\/style><h5 class=\"stk-block-heading__text\">Email invitations<\/h5><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-e730a81\" data-block-id=\"e730a81\"><p class=\"stk-block-text__text\"><a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/help\/article\/260-sending-surveys-via-email-invitation\" target=\"_blank\" rel=\"noreferrer noopener\">Send bespoke email invitations<\/a> for your survey funnel.<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-1c96ad0\" data-block-id=\"1c96ad0\"><p class=\"stk-block-text__text\"><em>Email invitations allow you to retarget a previously engaged audience<\/em>. <em>Sending to an existing email list also means you don&#8217;t have to collect contact information in your survey funnel, which can increase response rates.<\/em><\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-6a627d9\" data-block-id=\"6a627d9\"><p class=\"stk-block-text__text\">There are many more features we could include, but if we did, we&#8217;d be here all day. But, it&#8217;s worth noting that all these features are available with <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/survey-maker\/\" target=\"_blank\" rel=\"noreferrer noopener\">Shout<\/a> ;).<\/p><\/div>\n\n\n\n<div class=\"wp-block-stackable-heading stk-block-heading stk-block-heading--v2 stk-block stk-b6ce350\" id=\"wrapping-up\" data-block-id=\"b6ce350\"><h2 class=\"stk-block-heading__text\">Wrapping up<\/h2><\/div>\n\n\n\n<p>If you&#8217;re looking for a way to increase your conversion rate, creating a survey funnel is one of the best ways of doing so.<\/p>\n\n\n\n<p>Not only can you learn more about your audience, you can deliver personalized content, build relationships, and boost sales.<\/p>\n\n\n\n<p>If you think we&#8217;ve missed anything at all, don&#8217;t hesitate to get in touch with us.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Survey funnels are essential for businesses seeking to use customer feedback and insights to create more personalized customer experiences. Below, we&#8217;ll be diving into what survey funnels are, how they can benefit your business, and (most importantly) how to get create a survey funnel for your business. Table of Contents What is a survey funnel? [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":15313,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,44,21],"tags":[],"blocksy_meta":[],"featured_image_urls":{"full":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel.png",860,381,false],"thumbnail":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel-150x150.png",150,150,true],"medium":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel-300x133.png",300,133,true],"medium_large":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel-768x340.png",768,340,true],"large":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel.png",860,381,false],"1536x1536":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel.png",860,381,false],"2048x2048":["https:\/\/wp-stagesh.bugfree.co.uk\/wp-content\/uploads\/2024\/01\/How-To-Create-A-Survey-Funnel.png",860,381,false]},"post_excerpt_stackable":"<p>Survey funnels are essential for businesses seeking to use customer feedback and insights to create more personalized customer experiences. Below, we&#8217;ll be diving into what survey funnels are, how they can benefit your business, and (most importantly) how to get create a survey funnel for your business. Table of ContentsWhat is a survey funnel?What are the benefits of a survey funnel?How to create a survey funnelChoosing the right survey softwareWrapping up What is a survey funnel? A survey funnel is the process of playing one or more surveys at key touchpoints throughout the customer journey. These surveys have one goal,&hellip;<\/p>\n","category_list":"<a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/category\/digital-marketing\/\" rel=\"category tag\">Digital Marketing<\/a>, <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/category\/lead-generation\/\" rel=\"category tag\">Lead Generation<\/a>, <a href=\"https:\/\/wp-stagesh.bugfree.co.uk\/category\/sales\/\" rel=\"category tag\">Sales<\/a>","author_info":{"name":"david@shout.com","url":"https:\/\/wp-stagesh.bugfree.co.uk\/author\/davidshout-com\/"},"comments_num":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Survey Funnel 101: 3 Steps to Optimizing Your Sales Pipeline - Shout.com<\/title>\n<meta name=\"description\" content=\"Learn how to create a survey funnel to turn a general audience into targeted segments, and increase conversions with personalized content.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"http:\/\/wp-stagesh.bugfree.co.uk\/lead-generation\/survey-funnel-101\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Survey Funnel 101: 3 Steps to Optimizing Your Sales Pipeline - 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