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Customer questionnaire in a bot: how they found you, interests and city — to the card
A short button questionnaire: how the customer heard about you, what interests them and which city they’re from. Each answer goes to its own field in the customer card; how many times each option was chosen is shown in Contacts → Survey answers, and all answers are in the CSV export. The template doesn’t ask for a name or phone number.
Suitable for: Services, Shops, Channels
How it works
What you can customize
- Message texts and buttons
- Fields of the “Data collection” block and format checking
- Tags, notifications and transmission to the operator
- Channels: Telegram, MAX, VKontakte, chat on the website
Sample dialog
questionnaire
Three short questions — it’ll take a minute. How did you hear about us?
Recommended by friends
What interests you most?
What the template sets up
Trigger: Keyword анкета (the whole message) or Deeplink with the start parameter anketa in Telegram and MAX. An Action adds the tag анкета, followed by three questions.
“How did you hear about us?” — buttons “Search or maps”, “Social media”, “Recommended by friends”, “Other”. The tapped button is saved to the “How they found us” field; on “Other” the bot asks the person to answer in their own words and saves the answer to the same field. “What interests you most?” — “Prices and deals”, “New arrivals”, “Tips and guides”, field “Interests”. “Which city are you from?” — a text answer in the “City” field. At the end: “Thank you! Your questionnaire has been saved.”
Where to see the answers
In the customer card in Conversations and Contacts, the answers are stored in fields with these names. For a summary, go to Contacts → Survey answers: choose a field, for example “How they found us”, and the tag анкета — you’ll see how many times each option was chosen and what share that is. The CSV export from Contacts puts each field in a separate column.
The answers are useful for broadcasts: the анкета tag marks everyone who completed the questionnaire.
How to change the questions
A question with buttons is a Message block with the Save answer to field setting: enter a field name, and the label of the tapped button goes to the card. A question answered in the customer’s own words is Collect data → Custom with a field name. Each question needs its own field, otherwise the next answer overwrites the previous one.
The template doesn’t ask for a name, phone number or email: that’s personal data, and it requires a separate consent request — the Broadcast consent template shows how to set one up.
Frequently asked questions about the template
How do I send the questionnaire to customers?
With a link carrying the anketa start parameter in Telegram and MAX — on your website, in an email, as a QR code. To your customer list — with a broadcast asking people to send the bot the questionnaire keyword: Broadcasts are available from the Basic plan. In VK the questionnaire starts with the keyword.
Where can I see what people answered?
For each customer — in their card. A summary by option is in Contacts → Survey answers, and all answers are in the CSV export, each field in a separate column.
Can I add my own questions?
Yes: a question with buttons is a Message with Save answer to field, a text question is Collect data → Custom with a field name. Each question gets its own field.
How much does it cost?
The template works on the Free plan: 30 conversations a month. Sending the questionnaire to your customer list requires the Basic plan or higher.