SurveyMonkey integration

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SurveyMonkey Integration

ActiveCampaign offers a direct integration with SurveyMonkey that allows users to seamlessly incorporate survey links into their email campaigns and automations. This integration is particularly important for businesses looking to gather feedback and insights directly from their customers within the context of their marketing communications. Despite its utility, it is essential to note that responses from these surveys will not be automatically updated in ActiveCampaign.

How to Access This Feature

To access the SurveyMonkey integration, log into your ActiveCampaign account. The integration can be set up from two different locations: the Apps page or directly from a campaign email.

Step-by-step Instructions

Set Up the SurveyMonkey Integration from the Apps Page

1. From your ActiveCampaign account, click on Apps in the lower left menu.

  - If you are using the expanded view, you'll see Apps listed prominently, while in the collapsed view, you may need to expand the menu to see it.

2. In the Apps section, search for "SurveyMonkey" and click on it to open the integration.

3. Click the Login to SurveyMonkey button to connect your SurveyMonkey account to ActiveCampaign.

4. A SurveyMonkey login window will appear. Enter your SurveyMonkey username and password into the fields provided, then click Log In.

5. Your surveys will now appear on the SurveyMonkey apps page within your ActiveCampaign account.

Insert a Survey Link into Your Campaign

Once you have connected SurveyMonkey, you can add a survey link to your automated or direct campaigns.

1. Open the campaign or automation email where you'd like your survey link to appear.

2. Click into the text block where you want the survey link.

3. From the modal toolbar, select Personalization Link.

4. In the "Add a personalization" modal window that appears, click on the SurveyMonkey tab located on the left-side menu.

5. Click SurveyMonkey to add the survey link.

6. Use the Choose Survey field to select the survey you wish to include in your email. A personalization tag for your survey link will automatically be generated.

7. After sending the email, the survey URL will populate in place of the personalization tag.

8. You can customize the text of the hyperlink to make it more of a call to action. For instructions, see the article on changing the personalization tag hyperlink text.

Set Up the SurveyMonkey Integration from a Campaign

If you're setting up the integration directly from your campaign, follow these steps:

1. Within your campaign, click into the text block where you'd like the survey link.

2. Click the Personalize button in the modal toolbar.

3. In the "Add a personalization" modal window, select the SurveyMonkey tab located on the left side.

4. Click the Login to SurveyMonkey button.

5. A SurveyMonkey login window will open. Enter your username and password, and click Login.

6. The login window will close, and the "Add a personalization" window will refresh. Select the Choose Survey field and choose your desired survey.

7. A personalization tag for your survey link will be generated, and once the email is sent, it will replace the tag with the actual survey URL.

8. Again, you can change the text of the link to enhance its appeal as a call to action.

Configuration Options and Settings

While setting up the SurveyMonkey integration, keep in mind the following options:

- Personalization Link: This feature allows you to embed survey links directly into your emails, providing easy access for recipients to participate in the survey. - Choose Survey: This option appears when adding personalization and allows you to select from the surveys you’ve created in SurveyMonkey. - Login to SurveyMonkey: This button connects your ActiveCampaign account with your SurveyMonkey account, enabling access to your surveys.

Best Practices and Tips

- Always ensure your SurveyMonkey surveys have a web link created; if they do not, they will not be visible in ActiveCampaign. - Personalize the text of your survey links to make them more engaging. Adjust them to reflect a call to action, encouraging recipients to click the link. - Test your campaigns to ensure that the survey links work as intended before sending them out.

Common Use Cases with Examples

1. **Customer Feedback**: After a product purchase or service interaction, send a follow-up email with a survey link to gather customer feedback and satisfaction levels.

2. **Event Evaluation**: After hosting a webinar or a live event, send a survey link in the follow-up email to assess participant satisfaction and gather insights for improvement.

3. **Market Research**: Utilize surveys to gather opinions on potential new products or features from your audience, directly linking to the survey within promotional emails.

Troubleshooting

If you encounter issues while setting up the SurveyMonkey integration, consider the following:

- Ensure that your SurveyMonkey account credentials are correct when logging in. - Verify that your surveys have been published and possess a web link. - If the surveys do not appear in ActiveCampaign after logging in, refresh your session or check connection settings.

FAQ

1. Can I access my SurveyMonkey surveys from ActiveCampaign?

Yes, once you have connected your SurveyMonkey account, your surveys will appear in the SurveyMonkey apps page within ActiveCampaign.

2. Will participants' responses to surveys be reflected in ActiveCampaign?

No, while you can link to your surveys, responses will not update within ActiveCampaign.

3. How do I add a survey link to my email?

You can add a survey link by entering the text block in your campaign, selecting the Personalization Link, and choosing your desired survey.

4. What happens if my survey does not have a web link?

If your survey does not have a web link created, it will not appear in ActiveCampaign.

5. Can I customize the text for the survey link?

Yes, you can change the personalization tag hyperlink text to act as a more appealing call to action.

6. Is this integration available for all ActiveCampaign plans?

Yes, the SurveyMonkey integration is available for Starter, Plus, Pro, and Enterprise plans.

7. Where can I find additional help connecting my apps?

ActiveCampaign offers a native integration service to assist in connecting your existing tools with ActiveCampaign. ```