Use automations to perform follow-up actions after a lead completes a survey or quiz with a certain score.

Before you begin...

  • Automations referencing a survey score require the survey configuration to be complete. Finish all other steps to create a survey and complete the configuration. Then open the wizard again to add a score automation.
  • Survey automations are only triggered if the contact can be identified. Enable identification for your survey.

Survey builder side-menu highlighting Identification toggle.

Open an existing survey in Contacts > Surveys:

  1. Go to the Automations section of the survey settings
  2. Click + New automation near the bottom of the page
  3. Add: IF Lead completes this survey AND Lead’s survey score is
    • Select this survey to define the score criteria. If the survey configuration is incomplete, it will not be available to select.
  4. Add a THEN selection to specify the follow-up action you want to perform (ie, granting membership access, adding a tag, subscribing to a list, etc.)
  5. Save the automation

Create an automation based on a survey or quiz score

Tip: You can also create a Lead's survey score rule in Advanced automations. Advanced automations are included with the Kartra Growth plan and above.