Adding Action Buttons to Your Survey

Your client just finished your survey and they're engaged — don't let that moment go to waste. Action buttons put up to two custom buttons on the last screen of your survey, pointing anywhere you like: your Calendly (or any calendar tool), your website, a YouTube video you want them to watch — any link at all. Here's how to set them up in about five minutes.

Add Action Buttons to Your Survey — what your client sees on the final screen

Heads up: action buttons show to everyone who completes your survey. If you add your calendar link, anyone who finishes the survey can book time with you — so only add it if you're okay with that.

Go to your RetireFlo Dashboard

Press “Manage” next to the survey

Find the survey you want to add buttons to and click Manage on the right side of its row. (Action buttons are set per survey, so if you run several, repeat this for each one.)

The Your surveys list with the Manage button highlighted on a survey row

Scroll down to the Action Buttons section

On the Edit Survey page, scroll past Survey Information and Survey Appearance to Action Buttons. You'll see two slots — Button #1 and Button #2 — each with a Label and a URL. Curious what it'll look like? Click “What does this look like?” for a live preview.

The Action Buttons section with empty Label and URL fields for Button #1 and Button #2

Title your button and add the link

The Label is what your client sees on the button — make it an action, like “Schedule a Call With Me” or “Visit My Website.” The URL is where it sends them; the https:// is already filled in, so just paste the rest. Once you've entered a link, a Test my URL link appears — click it to make sure it opens the right place.

Example: Button #1 labeled 'Schedule a Call With Me' pointing to a Calendly link, Button #2 labeled 'Visit My Website'

Save your changes

Scroll back up (or down) and hit Save changes. That's it — the buttons appear on the final screen of every survey your clients complete from now on.

The Edit Survey page header with the Save changes button highlighted

Good to know

Any link works — Calendly, Acuity, your website, a Google review page, a YouTube video, a PDF, a Facebook page. If it has a URL, it can be a button.
The best button is a calendar. A client who just answered your ten questions is warm — “Book your review” right then and there turns a submission into a scheduled appointment.
Two buttons max — pick your two highest-value actions. Calendar first, website (or a review link) second is a strong default.
Always click “Test my URL” before saving — a typo sends your clients to a dead page.
Per-survey setting — buttons on your Medicare survey don't automatically show up on your ACA survey. Set them on each one you use.

Still stuck?

Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.

Book a 1-on-1 Ask in RetireFlo Island