How to Build Surveys in FMX Workflow Builder

Updated Today · 5 min read

The Survey workflow step collects guest feedback, preferences, prompts, or event information inside the FMX experience. Answers can be reviewed in event data, used in supported workflow messages and AI prompts, or sent to an external service with a Webhook.

FMX supports five survey question types, configurable colors, optional Back navigation, and a touch keyboard for open-ended answers.

Survey Question Types

Question TypeBest forMain options
Open-EndedNames, comments, AI prompts, or free textQuestion text and touch keyboard
Single ChoiceOne answer from a listAnswer options and randomized order
Multi ChoiceSeveral answers from a listRandomized order and minimum/maximum selections
Rating ScaleNumeric satisfaction or score1–5 or 1–10 range and optional endpoint labels
Likert ScalePreference from negative to positiveN/A option and customizable left/right labels

1. Add a Survey Step

  1. Open the event workflow in Foto Master Cloud.
  2. Add a Survey step from the Cloud steps.
  3. Connect the preceding node to Survey.
  4. Connect Survey to the next step that should run after an answer is submitted.
  5. Select the Survey node to open its settings.

Use one Survey node per question. To ask several questions, connect several Survey steps in the required order.

2. Configure the Question

For every Survey:

  1. Choose Question Type.
  2. Enter the guest-facing Question.
  3. Set Text & Controls Color so the question and buttons contrast with the event background.
  4. Decide whether to enable Back Button.

Use short, direct questions that are comfortable to read on the booth screen. Test long translations and answer options at the exact display resolution.

3. Configure Each Question Type

Open-Ended

Open-Ended displays a text field and FMX touch keyboard. Use it for a guest name, message, custom AI prompt, or other free text.

The Windows keyboard starts in lowercase for supported alphabetic languages. Guests can tap the case arrow to switch between lowercase and uppercase. Hebrew uses its own keyboard behavior and does not display the case switch.

Choose the Survey keyboard language under Global Settings > Theme > Keyboard Settings in FMX before running the event.

Single Choice

  1. Add each answer with Add Option.
  2. Remove unused or blank options.
  3. Enable Randomize order only when option order should not influence the result.

Use Single Choice when the guest must select exactly one option.

Multi Choice

  1. Add all answer options.
  2. Optionally enable Randomize order.
  3. Set Minimum when the guest must choose at least a certain number.
  4. Set Maximum to limit how many answers can be selected.

Keep Minimum less than or equal to Maximum, and Maximum no greater than the number of available answers.

Rating Scale

Choose 1–5 or 1–10, then optionally label the lowest and highest values—for example, Poor and Excellent.

Endpoint labels help guests understand what the numbers represent and produce more consistent answers.

Likert Scale

Use a Likert Scale for a negative-to-positive preference.

  • Enable Allow N/A option when the guest may not have an applicable answer.
  • Enable Customize labels to replace Dislike and Like.
  • Enter an optional custom N/A label when N/A is enabled.

4. Configure the Back Button

Enable Back Button when a guest should be able to return to the workflow step they just came from.

At runtime:

  1. FMX checks the actual previous step in the current workflow path.
  2. Tapping Back returns to that step.
  3. The workflow can then naturally reach the Survey again.
  4. If no previous workflow step is available, FMX keeps the Survey active rather than ending the experience.

Back follows runtime history; it does not create a separately configured branch in the Survey settings.

Test Back carefully around payments, external actions, and other steps that should not run twice. Leave it disabled where repeating the previous action would be unsafe or confusing.

5. Use Survey Answers Later

Supported text editors in Workflow Builder can insert a response from an earlier Survey. Use the response picker in that editor instead of manually typing a reference.

Survey answers can also be included in:

  • AI prompt workflows designed to accept guest text
  • Webhook session data
  • Cloud event records and survey reporting
  • Operator review in Queue Management

For AI prompting, see Setting Up User-Generated AI Prompts. For exports, see Survey Analytics and Exports.

6. Save, Sync, and Test

  1. Save the workflow in Cloud.
  2. Sync the event to FMX for Windows.
  3. Run every question type used by the event.
  4. Check long questions, answer wrapping, text contrast, and touch target size.
  5. Test minimum and maximum Multi Choice limits.
  6. Test Back from each Survey where it is enabled.
  7. Test uppercase and lowercase input for Open-Ended questions.
  8. Complete the workflow and confirm the answers appear in the expected data destination.

Troubleshooting

Back is visible but does not leave the Survey

FMX may not have a previous runtime step for that path. Enter the Survey through the intended connected workflow and test again.

Back repeats an action that should happen once

Disable Back for that Survey or place the Survey where the preceding step is safe to revisit. Do not put a repeatable Back path immediately after a payment approval unless that behavior has been tested.

Multi Choice cannot be submitted

Check the Minimum and Maximum values and confirm the number of selected answers is within the allowed range.

Keyboard letters use the wrong language

Open Global Settings > Theme, choose the Survey keyboard language, save the settings, and restart the test experience.

The case arrow is not shown

The case switch appears for supported alphabetic layouts. It is intentionally hidden for Hebrew.

Survey answers are missing from a Webhook

Enable Survey Answers in the Webhook’s data selection and place the Webhook after the relevant Survey nodes.

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