SurveyMonkey Connection
OVERVIEW
Connect your Survey Monkey Surveys to your CRM. When a Survey is submitted, the surveyee's information will be sent to PlusThis and we will pass that information into your CRM and create a contact if necessary, and update fields and apply a tags on the record depending on your configuration. *Important* PlusThisians must have at least the Team Advantage plan to be able to configure a SurveyMonkey Connection tool.
INTEGRATIONS NEEDED FOR SURVEYMONKEY CONNECTION
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Getting Started with SurveyMonkey Connection
SurveyMonkey Connection Configuration Options
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Connect Survey Monkey and Select Survey
1
Select Survey
In the provided drop-down, select your Survey Monkey Survey that you would like to have PlusThis integrate into your CRM app.
Select Email Question
PlusThis is only able to create contacts for surveys that request email addresses in them.
2
Select which question requests Email address
The Email Address must be requested in a "Single Textbox" or "Contact Information" type question. Select the question in the drop-down and then click on "Add Question Configuration"
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click image to enlarge
Add Question Configuration
a
Question selection
Upon clicking the "add a question configuration" button you will see a pop up with a list of un-configured questions from your survey. Select which question you would like to configure next. Depending on the question type, you may see different configuration options. In the step below, select which question type you are attempting to configure to see configuration options.
b
Question Types
PlusThis is only able to configure questions that match the following types.
Which type of question are you trying to configure?
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
Which type of question are you trying to configure?
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
Multiple Choice Question Type
a
Select where you would like the response stored
Select fields where you would like to store the survey response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (is/isn't) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
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click image to enlarge
Checkbox Question Type
a
Select where you would like the response stored
Select fields where you would like to store the survey response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (is/isn't) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
Single Textbox Question Type
a
Select where you would like the response stored
Select fields where you would like to store the survey response.
b
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (contains/doesn't contain) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
c
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
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click image to enlarge
Multiple Textbox Question Type
a
Select which questions response you would like to store
Select which of the text box questions you would like to store the response for.
b
Select where you would like the response stored
Select fields where you would like to store the survey response.
c
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (contains/doesn't contain) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
d
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
Matrix Question Type
a
Select which questions response you would like to store
Select which of the text box questions you would like to store the response for.
b
Select where you would like the response stored
Select fields where you would like to store the survey response.
c
Add response configuration
If you'd like to add a tag based on the submitted response, you can do so by adding a response configuration. You can select the response configuration condition (which option the selection matches) and then select an option and a tag that you want to be applied if the response submitted matches.
Create additional response configurations for each condition you would like to account for.
Create additional response configurations for each condition you would like to account for.
d
Choose what to do next
Add another question configuration if you have any remaining questions you would like to configure. Select which question type you would like to configure next:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
If you are done configuring questions, click here.
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click image to enlarge
Name and Save Your Tool
1
Tool Name
Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.
2
Save
When you have created a tool name, click on save and your tool configuration will save.
"Need to Know" Items for SurveyMonkey Connection
PlusThis currently only supports configuration options for the following question types:
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
- Contact Information
- Multiple Choice
- Checkboxes
- Single Textbox
- Multiple Textbox
- Matrix
- Contact Information
In order for PlusThis to provide automation functionality with this tool we need to have a contact email address. Make sure the question type where you are asking for the Email Address is either a Single Textbox question or Contact Information question.
Implementation Types
SurveyMonkey Implementation
Store and tag responses from SurveyMonkey Survey submissions.
1
This tool does not require any implementation to run it. It will run automatically when a survey is submitted. The best practice is to trigger an automation to start after survey submission by using a tag applied in the tool configuration.
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