Create a survey or quiz in Kartra

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:

1. Go to Contacts > Surveys
2. Click + New survey
3. Enter a name for your survey
4. 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

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