Learn how to create a survey or quiz in Kartra to collect responses, segment your audience, and trigger follow-up actions automatically.

Surveys in Kartra are flexible tools you can use for feedback, lead generation, assessments, or personalization. This guide walks you through the full setup at a high level, with links to more detailed steps where needed.

Step 1: Create a new survey

To get started:

Go to Contacts > Surveys
Click + New survey
Enter a name for your survey
Choose your survey type:
- Traditional survey
- Scored quiz
- Personality quiz

To enter the survey builder, edit the Content module in the Questions tab.

Step 2: Add and configure questions

Inside the survey builder, you’ll create your questions and define how responses are collected.

Learn more about adding questions to a survey.

Step 3: Customize the survey experience

Use the builder’s sidebar and top menu to control how your survey looks and behaves.

You can:

Add an intro cover
Enable identification (required to track responses and trigger automations)
Define the success step(s):
- Show a message
- Redirect to another page

Pro tip

You can reward users after they complete a quiz by enabling a certificate within the success message.

From the top menu, you can also:

Preview your survey on desktop, tablet, and mobile
Choose between horizontal (one question per step) or vertical (all questions on one page)
Set your accent color

Step 4 (optional): Use branched paths

If you want to personalize the survey flow, you can use branching.

This allows you to:

Show different questions based on answers
Skip irrelevant questions
End the survey early for certain responses

Note: Branching is only available for traditional surveys.

Learn about branched paths.

Step 5 (optional): Configure quiz scoring

If you're creating a scored or personality quiz, you can assign values to answers.

Scored quizzes → mark correct answers
Personality quizzes → assign positive or negative values

Learn how to set up quiz scoring.

Step 6: Configure settings and automations

Once your questions are ready, exit the builder and continue with the remaining tabs in the configuration wizard.

In Settings:

Add a description or logo
Enable or disable confirmation emails
Include dynamic variables like survey score in emails

In Automations:

You can trigger actions when someone completes the survey, such as:

Adding tags
Subscribing to a list or sequence
Granting access to content

Learn how to automate based on quiz scores.

View results and analytics

After publishing your survey, you can track performance and responses.

Go to Contacts > Surveys > Analyticsto see:
- Visitors
- Completion rates
- Average completion time
- Scores
Open a survey and go to Responsesto:
- View individual submissions
- Analyze answers