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Business Automated!
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Streamline Your Surveys with Airtable & Fillout 📈

👋 Ever wished you could create multiple surveys with just ONE form? This breakdown reveals how to use Airtable and Fillout to streamline your survey process and gather feedback effortlessly.

Why This Matters 🤔

Imagine this: You’re running multiple training sessions with the same feedback questions. Instead of creating separate forms for each, wouldn’t it be easier to use a single, dynamic form? That’s where Airtable and Fillout come in!

Setting Up Your Airtable HQ 🗄️

  1. Participant List: Create an Airtable table to store participant information, divided into groups (e.g., “Communication to Everyone,” “Group 1”).
  2. Session Details: Create another table for session details, including the session title, description, and a unique free-form question for each session.
  3. Survey Results: A third table will store the survey responses, linked to both the participant and the specific session.
  1. Trigger: Set up an automation rule in Airtable that triggers when you mark a session as “Send Survey.”
  2. Find Participants: The automation should then search for participants belonging to the designated group for that session.
  3. Create Survey Records: For each participant, the automation will create a new record in the “Survey Results” table, linking it to the participant and the session.
  4. Personalized Links: The automation will then send a personalized email to each participant, containing a unique link to the survey form, pre-filled with their information and the relevant session details.

Building Your Reusable Form in Fillout 🏗️

  1. Connect to Airtable: In Fillout, create a new form and connect it to your Airtable base.
  2. Select Table and Fields: Choose the “Survey Results” table and drag and drop the relevant fields (participant name, session title, questions) onto your form.
  3. Dynamic Content: Use Fillout’s dynamic content feature to personalize the form. For example, pull the session title and description from Airtable to display at the top of the form.
  4. Free-Form Question: Dynamically populate the free-form question based on the selected session in Airtable.
  5. Update Records: Configure the form to update existing records in Airtable, ensuring each submission modifies the correct participant’s survey response.

Reaping the Benefits 🎉

  • Time Saver: No more creating individual forms for each session.
  • Effortless Management: Easily track responses and see who has or hasn’t completed the survey.
  • Personalized Experience: Provide a tailored survey experience for each participant.
  • Automated Reminders: Set up additional automations to send reminders to those who haven’t completed the survey.

Resource Toolbox 🧰

By leveraging the power of Airtable and Fillout, you can streamline your survey process, gather valuable feedback efficiently, and free up your time to focus on what matters most.

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