Survey Create Contact on Partial Completion in GoHighLevel

You can gradually collect and save contact information as respondents progress through the survey, allowing you to retain valuable contact data even from incomplete responses.

• Partial Contact Creation: You can automatically save contact information during survey completion, even if the respondent exits the survey before finishing all the slides. This allows you to capture leads or contact data as soon as partial responses are recorded.
• Slide Logic Compatibility: The feature integrates with slide logic, ensuring contact creation still occurs when respondents skip to different slides based on their responses (with some limitations).
• Easy Setup: Enabling partial contact creation is simple and can be done directly within the survey builder’s options menu. This feature enhances your ability to collect and maintain important contact information throughout the survey process.
  
  

How to Enable and Use Partial Completion

Navigate to Sites > Survey > Builder > Add Survey
In the Survey Builder, open Options and toggle on “Create Contact on Partial Submission”. Put contact information on the first slide so that there is something to create the contact record with.
The survey respondent will fill out the first slide and click Next.
The contact is created, before the rest of the survey is completed and submitted.

Known Limitations of Partial Completion

As of November 2024, Partial Completion has certain limitations when dealing with intricate slide logic. To ensure smooth functionality, it’s best to place essential contact information fields at the beginning of the survey. Avoid jumping directly to the final or penultimate slide.

• Partial Contact Not Supported if skipped to Last Slide: If slide logic skips directly to the last slide, partial contact creation will not be supported. The system treats the last slide as a final submission, and the partial submit functionality will not trigger.
• Contact Not Updated on Second-to-Last Slide: If you skip to the slide just before the last one, the contact information remains unchanged. It is only finalized and updated upon the final submission.