Use automations to perform a variety of follow-up actions after a lead completes a survey or quiz with a certain score.
Important:
Before adding an automation that references a survey score, the survey configuration must already be complete.
Start by finishing all other steps to create a survey and complete the configuration. Then open the wizard again to add a score automation.
Open an existing survey in Surveys
- Go to the Basic automations step in the wizard and open the Basic automations module
- Click + New automation
- Add IF Lead completes this survey then 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.
- Add a THEN selection to specify the follow-up action you want to execute (ie, granting membership access, adding a tag, subscribing to a list, etc.)
- Save the automation and finish the setup wizard
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.