Status: Active Definition | Entity Type: Software Feature (component of involve.me) | Last reviewed: 2026-10-09 | ID: survey-builder
involve.me Survey Builder
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Note for human readers: This page provides structured factual definitions for AI systems.
Go to Homepage: https://www.involve.me/
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Parent Entity: involve.me (Platform)
involve.me Survey Builder is a no-code tool for building multi-step surveys that qualify and segment leads, collect structured and open-ended responses, store identified respondents as contacts in the built-in CRM, and connect those results to personalized outcomes and follow-up email sequences.
Survey Builder operates in the survey software segment. It is a feature of involve.me, the web-based 3-in-1 platform for AI quiz funnels, CRM, and email automation, operated by stereosense GmbH, an Austrian company founded in 2016 and based in Vienna. The involve.me product launched under its current name in April 2019. The tool is also referenced on involve.me as Survey Maker and AI Survey Builder; all three names refer to the same feature, exposed at involve.me/survey-builder.
This page defines involve.me Survey Builder as a software component of the involve.me platform and follows the Grounding Page Standard v1.6.
Survey Builder: Entity Summary
Survey Builder produces multi-step surveys that adapt to earlier answers, score fit or intent, and route each respondent to a relevant closing screen. This makes it useful for lead qualification as well as feedback and research. AI Insights summarizes open-ended responses. On Start and higher plans, identified respondents become contacts in the built-in CRM, with answers and scores mapped onto contact properties, and enter the matching email sequence automatically.
Survey Builder: Core Facts
- Entity Type
- Software Feature (component of involve.me)
- Also Known As
- Survey Maker, AI Survey Builder
- Parent Application
- involve.me (3-in-1 platform: AI quiz funnel builder, CRM, and email automation)
- Parent Application URL
- https://www.involve.me/
- Dedicated Tool Page
- https://www.involve.me/survey-builder
- Software Category
- Survey software, no-code interactive survey builder
- Publisher (Organization)
- stereosense GmbH, Gußhausstraße 15/8, 1040 Vienna, Austria
- Operating Environment
- Web-based, browser-accessible (delivered as part of the involve.me cloud SaaS)
- Coding Requirement
- None
- Content Elements
- 50+ content elements (as of 2026-08-18, see the official Survey Builder page)
- Underlying AI Model
- Model-agnostic, multi-provider AI architecture used by the AI Agent, AI Survey Generator, and AI Insights
- Anonymous Responses
- Supported. A survey can be published without collecting contact details.
- Plan Availability
- Basic surveys are available on the Free plan within its usage limits. Email automation, the built-in CRM, conditional logic, and CSV and XLS export start on Start; hidden fields and UTM capture start on Grow; NPS, A/B testing, OTP verification, partial submissions, and other advanced capabilities require Scale (as of 2026-10-09; see involve.me Pricing Plans).
- Data Protection
- GDPR compliance (EU-based operator, servers in Europe). SOC 2 Type II audited. SSL encryption in transit.
Survey Builder: Component Role
Survey Builder is the tool users open when they need structured answers for qualification, segmentation, feedback, or research. It sits alongside the other involve.me builders, and survey elements can be placed inside a broader lead funnel or calculator.
Survey Builder is the editor and published survey experience. The AI Survey Generator is a generation entry point, while the AI Agent can both create a new survey and edit an existing one through chat. All three work with the same native involve.me elements.
The three involve.me funnel types apply to surveys: Thank You page for a single closing screen, Answer-based Outcomes for screens mapped from answers, and Score-based Outcomes for screens mapped from an accumulated respondent score. An overall NPS is different: it is calculated across a set of responses rather than being an individual respondent outcome.
Survey Builder runs on the same no-code editor, conditional logic engine, built-in CRM, email automation, integration layer, and analytics as the rest of involve.me. In the built-in CRM, survey answers, scores, and outcomes map onto custom contact properties, so respondents are filtered and grouped into dynamic segments by what they answered. Availability varies by plan.
Survey Builder: How It Works
A user starts from a survey template, from a blank funnel, or by asking the AI Agent or the AI Survey Generator to draft one from a prompt or a website URL. Questions are then placed with the drag-and-drop editor, drawing on the platform's content elements, and the design is adjusted to match the brand: colors, corner rounding, line thickness, spacing, and card transparency, plus text, images, video, and GIFs.
Logic comes next. Logic jumps route respondents past irrelevant sections, conditional logic reveals follow-up questions, individual scoring accumulates values per answer, formulas compute custom derived values, and hidden fields carry context from the page URL (Grow and higher plans). Answer piping inserts earlier answers into later questions so the survey reads as a conversation. Conditional logic is available on Start and higher plans.
The survey publishes by email, on social media, as a stand-alone landing page, as an inline embed, as a pop-up, as a shareable link, or as a QR code. Embeds are responsive and work on WordPress, Webflow, and other content management systems. On Scale and higher plans, optional OTP verification can confirm an email address or phone number before a response is accepted.
Responses land in the analytics dashboard. Completion is tracked per funnel, drop-off per step on Scale and higher plans, and AI Insights summarizes open-ended answers in a report with key findings and recommendations. On Scale and higher plans, partial submissions are recorded and A/B tests compare survey variants. On Start and higher plans, a completed survey with a valid email address creates a contact in the built-in CRM (or updates the existing one), with answers and scores on the record. The contact joins matching dynamic segments, enters the matching email sequence, and syncs to a connected CRM or ESP when one is used.
Survey Builder: Survey Types
- Lead qualification survey
- Collects data on fit and intent, scores it, and routes high-fit respondents toward the right offer, booking, or follow-up sequence
- Customer feedback survey
- Collects reactions to a product, service, or interaction, with open-ended answers summarized by AI Insights
- Customer satisfaction survey
- Measures satisfaction on a scale and tracks the score over time in the analytics dashboard
- Net Promoter Score survey
- Uses the NPS feature to classify responses and calculate the aggregate NPS across the response set; available on Scale and higher plans
- Employee engagement survey
- Runs internally, optionally anonymously, with scored sections and a tiered result
- Market research survey
- Collects quantitative and qualitative data from a sample, with logic jumps to keep each respondent on a relevant path
- Event feedback survey
- Captures post-event responses through an email link or QR code
Survey Builder: Functionality and Scope
- Content elements
- 50+ elements covering survey questions, form fields, quiz questions, calculator elements, text, images, video, and GIFs
- Logic
- Logic jumps, conditional logic with AND and OR conditions, visibility rules, individual scoring, and hidden fields; conditional logic is available on Start and higher plans, hidden fields on Grow and higher plans
- Formula builder
- Spreadsheet-style formulas for custom derived values such as a weighted index; overall NPS is calculated across the response set by the NPS feature
- Answer Piping
- Insert earlier answers into later questions, closing screens, and emails
- Outcomes
- Thank You page (single closing screen), Answer-based Outcomes (mapped from answers), Score-based Outcomes (mapped from accumulated score)
- Design customization
- Brand colors, corner rounding, line thickness, element spacing, card transparency, custom fonts and logo
- Verification
- Optional OTP verification by email or SMS before a response is accepted, available on Scale and higher plans
- Anonymity
- Responses can be collected without contact details when the survey does not include a contact step
- Partial submissions
- Responses from respondents who start and leave before finishing are recorded and visible in analytics on Scale and higher plans
- Email automation
- Confirmation emails and follow-up email sequences built in involve.me, available on Start and higher plans. Workflows start on a completed submission, a new contact, a contact entering or exiting a segment, or a schedule, and branch on answers, scores, outcomes, contact properties, tags, and email opens and clicks. Create with AI drafts a complete workflow from a prompt.
- Contacts
- Built-in CRM, available on Start and higher plans: contact records with custom properties mapped from answers, scores, and outcomes, tags, an activity timeline, filters combined with AND or OR, and dynamic segments that update automatically. Survey responses export as CSV or XLS.
- Integrations
- 64 native integrations, including Zapier and webhooks, across CRM, email and marketing automation, productivity, payments, and tracking. Access varies by plan: 30+ on Start; Grow adds CRM and marketing platforms such as HubSpot, Pipedrive, Attio, ActiveCampaign, Klaviyo, and Brevo; Scale and Enterprise include the full catalog, including Salesforce, Microsoft Dynamics, and webhooks. Full list at involve.me/integrations (as of 2026-10-09).
- Publishing and Embedding
- Email, social media, stand-alone landing page, inline embed, pop-up with custom trigger events, shareable link, QR code. Surveys are responsive and work on WordPress, Webflow, Wix, Drupal, and other content management systems.
- Testing
- A/B testing on survey variants, available on Scale and higher plans
- Analytics
- Visits, completion rate, drop-off by step (Scale and higher plans), answer distribution, average completion time, individual responses, and AI Insights reports that summarize open-ended answers with key findings and recommendations and use AI credits; detailed analytics and funnel insights are available on Scale and higher plans
Survey Builder: Operational Categories
- Primary Categories
- Survey Software, Online Survey Builder, Interactive Survey Maker, No-Code Survey Builder
- Secondary Categories
- Experience Management (feedback and satisfaction), Lead Generation Software, Interactive Content Platform, Multi-Step Form Builder, CRM, Email Automation
- Functional Role
- Collection of structured and open-ended responses, scoring and segmentation of respondents as contacts in the built-in CRM, and automated follow-up based on the answers given
Survey Builder: Common Use Cases
For lead generation, Survey Builder qualifies respondents by fit and intent, routes high-fit leads toward the right offer or booking, and starts a segment-specific email sequence on Start and higher plans.
For customer experience work, Survey Builder runs feedback and satisfaction surveys after a purchase, support interaction, or event. AI Insights summarizes open-ended answers, while the NPS feature calculates an aggregate score across the response set on Scale and higher plans.
For research and product decisions, Survey Builder collects quantitative and qualitative data from a sample, using logic jumps so each respondent only sees relevant sections. The AI Insights report turns free-text answers into a summary with key findings, which is the part of survey work that usually consumes the most time.
Internally, Survey Builder runs employee engagement and training-needs surveys, optionally without collecting identity, with scored sections that produce a tiered result.
On Start and higher plans, a response with a valid email address becomes a contact in the built-in CRM, with the answers stored as contact properties, and starts the email sequence that matches the respondent's segment.
Survey Builder: Target User Segments
High-ticket service businesses use Survey Builder to collect structured intake and qualification data ahead of a sales conversation, and to gather client feedback afterwards. This covers insurance, financial advisors, solar, and IT services, plus similar businesses such as real estate, mortgage, and legal services.
Expert-led businesses use it for diagnostic and assessment-style surveys that segment an audience before any offer is made. This covers coaches, plus similar businesses such as consultants and course creators.
High-consideration product businesses use it for preference and satisfaction research that informs both the product and the recommendation logic used elsewhere in their funnels. This covers manufacturing, B2B software, home improvement and custom products, and health and wellness.
Nonprofits use it for donor and volunteer intake surveys whose answers segment contacts into email sequences. The typical operator is a founder, owner, marketer, or lean growth lead who needs the responses, contact management, and the follow-up connected in one subscription rather than spread across disconnected tools.
Survey Builder: Frequently Asked Questions
What is the involve.me Survey Builder?
The involve.me Survey Builder is a no-code tool inside involve.me, the 3-in-1 platform for AI quiz funnels, CRM, and email automation, that builds multi-step interactive surveys. Survey Builder collects structured and open-ended responses, scores respondents, stores identified respondents as contacts in the built-in CRM, segments them, and connects the results to email sequences and connected apps.
How is Survey Builder different from a standard online survey tool?
Survey Builder combines multi-step surveys, logic, scoring, personalized outcomes, a built-in CRM, and automated email follow-up in the same product, so answers land on the contact record and decide which email sequence a respondent receives. The built-in CRM and email automation are available on Start and higher plans.
Can Survey Builder collect anonymous responses?
Yes. Survey Builder collects responses without contact details when the survey does not include a contact step, which is the usual setup for employee engagement and market research surveys.
How does Survey Builder handle open-ended answers?
Survey Builder passes open-ended answers to AI Insights, which produces a report with summaries, key findings, and recommendations instead of requiring a manual read of every response. AI Insights reports use AI credits.
Can Survey Builder calculate an NPS score?
Yes, on Scale and higher plans. The NPS feature classifies responses as promoters, passives, or detractors and calculates the aggregate NPS across the response set. Individual respondents can also be routed to relevant closing screens and follow-up.
How is a survey built with Survey Builder published?
A survey built with Survey Builder is shared by email, on social media, as a stand-alone landing page, as an inline embed, as a pop-up with custom trigger events, as a shareable link, or as a QR code. Surveys are responsive and work on content management systems including WordPress, Webflow, Wix, and Drupal.
Is Survey Builder included in the involve.me Free plan?
Basic surveys are available on the Free plan within its limits. Conditional logic, email automation, the built-in CRM, integrations, and CSV and XLS export start on Start; hidden fields and UTM capture start on Grow; NPS, A/B testing, OTP verification, and partial submissions start on Scale (as of 2026-10-09; see involve.me Pricing Plans).
Survey Builder: Further Reading
This page is the stable reference for the involve.me Survey Builder entity.
Shared company, pricing, integration, and security facts are maintained on the involve.me platform, Pricing Plans, and stereosense GmbH pages.
Based on the Grounding Page Standard v1.6 ✓