SurveyMonkey - D·engage Integration

SurveyMonkey - D·engage Integration

With the SurveyMonkey integration, you can now import survey responses directly into your D·engage account, enabling you to enrich your Master_Contact table and build segments based on audience responses to create a more personalized experience.

SurveyMonkey’s D·engage integration can help you:

  • Get customer feedback from contacts already available in your Master_Contact.
  •  Segment campaigns based on tags for creating more personalized campaigns for your audience.

Detailed steps for survey monkey integration are as follows:

Navigate to Dataspace - Integrations from the left menu bar.


Click the “Connect” button against Survey monkey.

To connect your survey monkey account, you need to enter “Access Token”


You can get the "Access Token" from your survey monkey account by: 

    • Login to survey monkey.

    • Go to "My apps". 

    • Create an app.

    • Click on the app.

    • Clicks "settings" (inside the app). Make sure you have the following scope as required.

    • Go to "credentials". 

    • Here you can get an access token for your account.

Hit the “Connect” button to continue with the integration.  

Once your account is connected you’ll see a success message.

After successful integration, you’ll be able to see three tabs “Details”, “Surveys” and “Add Mapping”. The details page will display Survey Monkey Details and API details.    

The “Surveys” tab will display the list of surveys that are created in the SurveyMonkey account and synced on D·engage.

You can expand any survey by clicking an arrow at the left to see the details.

The system displays all the information of that survey Like “Questions”, “Type”, “Mapped To”,  “Action”.

You can also delete a mapping of a specific survey by clicking on the delete button.

The third tab is “Add Mapping”. You can map every question to either Tags or Contact fields of the master_contact table.

How to Map Contact key to survey Question

Required Steps on Survey Monkey

While creating the Survey in SurveyMonkey, make sure you add a custom variable by following these simple steps:
On the "Design Survey" tab of Survey wizard, select  CUSTOM VARIABLES from the Logic section of left Navigation.


Add contact_key as Variable Name and Label. 

After adding this variable you will notice "contact_key=[contact_key_value]" appended at the end of the survey URL. This variable will help us identify the user who filled the survey through the contact key. We can add the contact_key from our Master_Contact table through a code snippet while sending out this survey in a campaign. The steps for this process are explained later in the article.

Mapping a Survey in CDMP

Go to add mapping section.                                                                                                                                                                                                                                                                                                                                                                                                  
Select your survey.
                                                                             
Select the question you want to map.
 
Select Contact Fields From Mapped by Input field and choose the contact field.
Now click on Add mapping and then the Save mapping button.                   

The Fourth section “Summary” shows the details of surveys created on the survey monkey site in the form of a table as shown below.
  

  1. The first column of the table displays the date and time at which survey details are updated recently. 
  2. The second column displays the survey ID of the listed surveys. 
  3. The third column displays the Survey Name of the listed surveys. 
  4. The fourth column display Filled counts values of listed surveys.
Note: These details are updated every six hours.    
At any stage, you can disconnect your Surveymonkey account by clicking on the “Disconnect” button. On disconnecting an account, there will be a confirmation pop-up.


Hit “Yes, Disconnect” to continue and “Cancel” to return back to the details page.

Using the Survey in a Campaign

Add Code Snippet to Campaign Template

Once you are ready to send out the Survey in the campaign, you can include contact_key in the Survey URL by following these steps. 
To create a code snippet you need to go to the Dynamic Contents section under the Content tab from the left menu bar in the CDMP.

You can choose between different content types to create snippets accordingly, for example, to create code snippets for emails you can use content type as HTML. 
Add the survey link copied from SurveyMonkey.


Click on the insert button and select the option "Customization Tags".


Select contact_key from "Customization Selector" and add the tag {%=$Contact.contact_key%} at the end of the survey URL in place of the variable [contact_key_value]. 
After adding the contact_key to the survey URL, you will have the link ready to send.


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