How to create a workflow for automated surveys in Bubble.io?

Learn how to create automated surveys in Bubble.io with this step-by-step guide. From setting up data structures to designing forms and automating notifications—it's all here!

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Overview

Creating a workflow for automated surveys in Bubble.io can be a game-changer for streamlining data collection and analysis. This guide walks you through setting up your Bubble.io application, structuring your survey data, designing user-friendly survey forms, crafting workflows for survey submission, and creating response pages. You'll also learn how to automate notifications to improve survey completion rates. Dive into these steps to build an efficient, automated survey system and enhance your data-driven decision-making process.

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How to create a workflow for automated surveys in Bubble.io?

Setting Up Your Bubble.io Application

Log in to your Bubble.io account or create a new one if you don't have an account.
Create a new application by clicking on the "New App" button.
Provide a name for your application and choose an appropriate template or start from scratch.

Creating the Survey Data Structure

Navigate to the Data tab on the left-hand sidebar.
Click on the "Data types" section and create a new data type called "Survey".
For the "Survey" data type, add fields like "Title" (text), "Description" (text), "Questions" (list of texts), "Responses" (list of responses).
Create another data type called "Response" with fields like "Survey" (link to Survey), "Answers" (list of texts), "User" (User).

Designing the Survey Form

Go to the Design tab and drag a form element onto the page. Name it "Survey Form".
Add input fields for "Title" and "Description".
Add a repeating group to display and collect survey questions. Ensure you bind this repeating group to the "Questions" field of the current "Survey".
Add an "Add Question" button that pops up an input field to add a new question to the survey.
Add a submit button to save the survey to the database.

Creating the Workflow for Survey Submission

Switch to the Workflow tab and create a new event triggered by the "Submit" button click.
Add an action to "Create a new thing" of type "Survey" and map the form inputs (Title, Description, Questions) to the respective fields in the database.
Ensure you add each question from the repeating group to the "Questions" list field in the survey.
Optionally, add a confirmation message or redirect the user to a new page after submission.

Designing the Survey Response Page

Create a new page called "Survey Response" to collect responses from users.
Drag a dropdown or repeating group on this page to allow users to select a survey.
Create another repeating group to display survey questions and collect responses.
Add an "Submit Response" button.

Creating the Workflow for Recording Responses

Switch to the Workflow tab and create a new event triggered by the "Submit Response" button click.
Add an action to "Create a new thing" of type "Response".
Map the selected survey and user answers to the respective fields in the response data type.
Ensure that user responses are linked back to the corresponding survey.
Add a confirmation message upon successful submission.

Automating Survey Notifications

Navigate to the Workflow tab and create a new Backend Workflow.
Set up an API workflow to be triggered at specific intervals or conditions, such as survey deadlines.
Use actions to send email notifications or alerts to users reminding them to complete surveys.
Utilize Bubble's built-in email functionality or integrate third-party email services like SendGrid for more advanced needs.

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