Q: Is it possible to generate a personalized pdf report (based on the answers provided)
Is it possible to generate a personalized report (based on the answers provided) to the prospect that filled the form?
E.G. I want to create an organization check-in report (assessment) companies would receive a report that tells them how they perform for each of the 5 Pillars (20% each) of their business for total of 100% so the company knows which of the 5 Pillars they should improve... That serve as a lead magnet for them to book a call if they need help to fix their problem.
Currently, you can do this using automation tools like Pabbly, Zapier, or Make. You’ll need to set up a connection so that once a survey is completed, the results are sent to the tool. From there, you can generate a report and also send an email.
Hi, how does your software compare to https://www.perspective.co/? I was considering buying their software because of their amazing template library and features (https://www.perspective.co/templates), but then I came across your software and need to know how much of it can do what Perspective Funnels does. Can you please advise? Thanks.
Yes, you can sync with Shopify Flow using Webhooks. When a customer completes a survey, their data can be sent to Shopify Flow, where you can automate actions like updating their profile.
Wouldn't it be universally convenient to have a native integration with Google Sheets (requiring no third party software) to export results real time via GS? And maybe also daily stats?
Q: Is it possible to generate a personalized pdf report (based on the answers provided)
Is it possible to generate a personalized report (based on the answers provided) to the prospect that filled the form?
E.G. I want to create an organization check-in report (assessment) companies would receive a report that tells them how they perform for each of the 5 Pillars (20% each) of their business for total of 100% so the company knows which of the 5 Pillars they should improve... That serve as a lead magnet for them to book a call if they need help to fix their problem.
KirillTereshchenko
Apr 4, 2025A: Hi there,
Currently, you can do this using automation tools like Pabbly, Zapier, or Make. You’ll need to set up a connection so that once a survey is completed, the results are sent to the tool. From there, you can generate a report and also send an email.
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Q: Alternative to Prospective Funnels software?
Hi, how does your software compare to https://www.perspective.co/? I was considering buying their software because of their amazing template library and features (https://www.perspective.co/templates), but then I came across your software and need to know how much of it can do what Perspective Funnels does. Can you please advise? Thanks.
KirillTereshchenko
Mar 14, 2025A: Hi there,
Sorry, I’m not familiar with that tool. You’re very welcome to try MetaSurvey and see if it’s a good fit for you!
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Q: Active Campaign
We use JotForm now and send data points into Active Campaign. Do you have this feature?
KirillTereshchenko
Feb 27, 2025A: Hi Barbara,
You can integrate with ActiveCampaign using Pabbly or Webhooks+ Zappier/Make/Integromat
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Thank you. i will let my tech person know this answer and see if this is suitable.
Q: The data from the surveys are available in shopify?
The data collected with the survey will be available for example on Shopify flow and the customer will be sync with my shopify customer section?
KirillTereshchenko
Dec 27, 2024A: Hi there,
Yes, you can sync with Shopify Flow using Webhooks. When a customer completes a survey, their data can be sent to Shopify Flow, where you can automate actions like updating their profile.
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Q: Native Google Sheets
Hello!
Wouldn't it be universally convenient to have a native integration with Google Sheets (requiring no third party software) to export results real time via GS? And maybe also daily stats?
:)
KirillTereshchenko
Dec 3, 2024A: Hi there,
You can integrate directly with Google Sheets.
Please note that the direct Google Sheets integration is part of the Plus add-on: https://getmetasurvey.com/plus (now it has BF discount).
P.S. Integration with Google Sheets via third-party automation tools is included in all plans and is free.
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