Have you ever wondered 'How do I find out how my products or services are going? 

What do people like about it?  What can we improve?'


That's where a survey comes in!  


If you don't have a survey campaign, no problem...


Below is an example template for the request. It's easy to follow and we get as much info as possible to be able to start working on it soon.



Job Type: Campaign Creation

Job Title:  Survey for XXX


Job Description:


Please create a survey campaign in my Infusionsoft Application, details are below.


a) Type of people I want to send this survey to (eg. All previous clients, or 1 month after their first purchase):


b) Here's the list of questions I want to ask in the Survey: (some examples are below)

How would rate us on a scale of 1-10?

What was your favourite part of our service? (text area)

What can we do better? (text area)

c) What happens after they complete the Survey? (example included below)

If they rated us from 1-4:
1 - Please tag them as Survey - Negative Response
2 - Create a task for me to contact them and see how we can do better

If they rated us from 5-7:
1 - Please tag them as Survey - Neutral Response
2 - Create a task for me to contact them and see how we can do better

If they rated us from 8-10:
1 - Please tag them as Survey - Positive Response
2 - Send them an email saying thank you so much for their positive response and to ask for a testimonial
3 - Create a task for me to contact them to ask them for a testimonial and thank them for their positive feedback