How to Create Quizzes and Surveys in Kartra: The Complete Guide 📊


Big news for Kartra users! The platform has finally rolled out native quiz and survey functionality, filling one of its most significant feature gaps. As someone who's worked extensively with Kartra for course creation and membership sites, I can tell you this is a game-changing addition. Let's dive into everything you need to know about creating and using these new tools.


Understanding Kartra's Quiz and Survey Options 🎯

Kartra now offers two main types of assessments under the "My Surveys" section:

  • Traditional Surveys (for gathering opinions and feedback)

  • Scored Quizzes (for testing knowledge with correct answers)

The interface is nearly identical for both, with scored quizzes having one additional feature: the ability to mark correct answers.


Creating Your First Survey: A Step-by-Step Guide 📝

1. Initial Setup

Start by navigating to "My Surveys" in the left panel and clicking the plus button. Here's how to begin:

  1. Choose between "Traditional Survey" or "Scored Quiz"

  2. Name your survey

  3. Add a category (recommended for organization)

  4. Include a survey description

  5. Upload your logo if desired

2. Building Your Survey Content ⚡

The survey builder offers impressive flexibility with multiple question types and layouts:

Question Formats:

  • Text only

  • Text and image (multiple layouts)

  • Text and video

  • Image-based choices

  • Rating scales

  • Short/long answer responses

Key Features:

  • Make questions mandatory

  • Save questions for reuse

  • Add questions to lead profiles

  • Choose between scrolling or one-question-at-a-time display

3. Identification Options 🔍

Want to know who's responding? You can:

  • Create custom form fields

  • Collect basic contact information

  • Allow anonymous responses

  • Add custom fields for detailed data collection

4. Success Criteria and Follow-up 🎉

Choose how to handle survey completion:

  • Immediate redirect to another page

  • Custom confirmation page

  • Congratulatory message

  • Social sharing options

  • Redirect buttons for next steps


Creating Scored Quizzes: The Extra Steps 📚

When creating a scored quiz, follow the same basic steps as surveys, with these additions:

  1. Mark correct answers for each question

  2. Set passing scores

  3. Display completion percentage

  4. Track individual and aggregate results


Implementation and Analytics 📈

Adding Surveys to Your Kartra Assets

You can easily integrate surveys and quizzes into:

  • Membership sites

  • Online courses

  • Landing pages

  • Marketing funnels

To add to a course/membership:

  1. Open your course builder

  2. Drag the survey component

  3. Select your survey

  4. Save and publish

Tracking Results

Kartra provides robust analytics:

  • Aggregate response data

  • Individual submission tracking

  • Completion rates

  • Detailed answer analysis


Advanced Features and Automation 🚀

Take your surveys and quizzes further with:

  • Tag assignment based on responses

  • Email sequence triggers

  • List additions

  • Custom automation rules

  • Lead profile updates


Best Practices for Success 💡

  • Organization:

    • Use categories for easy management

    • Create clear naming conventions

    • Save common questions for reuse

  • Design:

    • Keep surveys focused and concise

    • Use varied question types

    • Include progress indicators

    • Brand your surveys consistently

  • Implementation:

    • Test thoroughly before launch

    • Set up proper tracking

    • Plan your automation strategy

    • Consider mobile responsiveness


Why This Matters for Your Business 🎯

The addition of native surveys and quizzes in Kartra eliminates the need for external tools, providing:

  • Seamless integration with your existing Kartra setup

  • Better data collection and analysis

  • Enhanced course and membership capabilities

  • Improved marketing insights

  • Stronger audience engagement


Final Thoughts 💭

Kartra's new survey and quiz functionality is a powerful addition to the platform's already robust feature set. Whether you're creating online courses, building membership sites, or looking to better understand your audience, these tools provide the flexibility and functionality needed to achieve your goals.

The best part? It's all integrated within the Kartra ecosystem, meaning you can trigger automations, segment your audience, and personalize your marketing based on survey and quiz responses.

Ready to get started? Log into your Kartra account and begin exploring these new features. If you haven't tried Kartra yet, you can get started with a 30-day trial for just $1 using my link.

Have you tried Kartra's new survey and quiz features? Drop a comment below and let me know how you're planning to use them in your business! 👇

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