FluidSurveys (Discontinued) vs. Keap

For surveys, and for centralized info-gathering, FluidSurveys provides an excellent solution. There are other programs out there which provide a wider range of solutions (i.e., they can be used for surveying AND comprehensive online engagement, rather than just a data-gathering type of consultation); however, for programming and implementing surveys, FluidSurveys has an effective variety of strengths and options that make it optimal for users who are focused specifically on surveys.

Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

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• User-friendly. For the majority of the general and basic tools you can use with FluidSurveys to build surveys are simple to use and intuitive. When certain issues come up, the service is quick (chat room) and effective.
• Anonymity: the software has the reputation of being safer in terms of safeguarding private information the respondents share by answering surveys (this is mainly due to the fact that the servers are in Canada). Thus, indirectly, they increase response rates.
• Extensive possibilities: FluidSurveys offers a plethora of possibilities and options that really renders the experience interesting in terms of micro-managing each details of the surveys you are sending out there. When the invitation leaves by email, it is exactly how you want it.

• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

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• There should be more flexibility and customizability with regard to survey design (e.g. background, fonts...)

• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

Note: I am responding to this question as a user of the system and not a representative of my organization.

On a personal level/as a user only, I would definitely continue to use FluidSurveys.On a personal level/as a user only, I would definitely continue to use FluidSurveys.

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

I think the average person can very quickly pick up on the basics of the system: they would have no problems programming and launching a basic survey. Organizations may benefit from having people of different backgrounds getting their hands dirty in the system: at a minimum, both web programmers and opinion research advisors should be solicited for input or help.

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

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There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.

Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

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I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.

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The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.

Although I do not have much experience with Survey Monkey, the only two reasons why I choose FluidSurveys is that clients demand it (privacy and anonymity) and because managing multiple surveys at a time is easier. As for ODK Collect, I think it is a valuable alternative to FluidSurveys if you have time to learn the coding (not very complicated). ODK is a little less user friendly and you cannot address small details as you can with FluidSurveys (e.g.: formatting).

Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

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You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• Confidentiality of data is a big concern for our company, and we feel more secure working with a Canadian company. Our clients feel more secure, too.

• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info