Send SurveyMonkey Data to Insider

Prev Next

You cannot make any changes to External Platform Integrations without having either an Administrator or an Editor with PII access in InOne. Refer to User Roles for further information.

You can configure the Insider One Connector for SurveyMonkey to allow survey data to be seamlessly sent and managed via Insider One's InOne panel.

With this guide, you can find answers to the following questions:

Use Cases

Leveraging the Insider One and SurveyMonkey integration capabilities, you can easily send survey data from SurveyMonkey to Insider One and utilize it within Insider One’s extensive ecosystem. The SurveyMonkey connector enables you to sync:

  • Responses from specific surveys

  • User feedback on selected questions

  • Metadata, such as survey completion timestamps

  • Selected data based on custom filters (e.g., respondents in specific regions or demographics)

During configuration, you can apply filters to decide which data should be synced. For example:

  • You can sync only responses where the user selects a specific answer (e.g., "Very Satisfied").

  • If your survey includes optional contact details, you can filter and sync only the entries that provide a valid email or phone number.

After configuring the data connection, you can enable the following use cases:

Personalized Campaigns

Use survey insights to create tailored Architect journeys based on user feedback. For instance, send follow-up campaigns to respondents who rated their satisfaction below a certain threshold.

Segmentation

Sync survey responses to build audience segments based on preferences, feedback, or behaviors captured in your surveys.

Lead Collection

Use survey data to identify potential leads and initiate targeted marketing campaigns.

Prerequisites

Before configuring the connector, ensure the following points are clearly defined:

  1. Define the User Identifier(s):
Insider One supports email, phone_number, and uuid as default identifiers. Depending on your data structure, you can also use a custom identifier.

  2. Attribute Mapping:
Decide which survey data points you want to sync with Insider One. Below is an example of how you can map SurveyMonkey fields to Insider One:

SurveyMonkey Field

Insider One Attribute Key

Identifier

Attribute Type on Insider One

Attribute Type

respondent_email

email

Yes

Default Attribute

String

respondent_phone_number

phone_number

No

Default Attribute

String

survey_completion_time

completion_time

No

Custom Attribute

Timestamp

response_choice_question_1

preference_question_1

No

Custom Attribute

String

Setting up your identifiers and attributes, you can ensure smooth synchronization between SurveyMonkey and Insider One.

Set Up SurveyMonkey

SurveyMonkey uses an API key for authentication. These steps guide you through getting your API key:

  1. Access your SurveyMonkey account.

  2. Go to the Developers module inside SurveyMonkey and click My Apps.

  3. Click the Add a New App button.

  4. Enter a nickname and email for your app, select the Private App, and click the Create App button.

  5. Get the Client ID and Secret.

  6. Go to the Settings tab, enter the OAuth Redirect URL, as shown below, and click the Submit Changes button.

  7. Scroll down to the scopes, select the ones below, and click the Update Scopes button.

    1. View Surveys

    2. View Collectors

    3. View Responses

    4. View Response Details

    5. View Contacts

    6. View Users

  8. Scroll up and click the Deploy button to deploy your app.

Authenticate the Connector from Insider One's InOne panel

Make sure you create a support ticket or contact the Insider One team to activate your SurveyMonkey integration and start the data flow.

To authenticate the SurveyMonkey Connector from Insider One's InOne panel,

  1. Navigate to Components > Integrations > External Integrations.

  2. Select the SurveyMonkey platform.

  3. Choose the method you want to install and click the Integrate button.

  4. Enter the Client ID and Client Secret you have copied from the SurveyMonkey private app.

  5. After filling in the fields, click the Sign In button, and Insider One will be connected.

Make sure you create a support ticket or contact the Insider One team to activate your SurveyMonkey integration and start the data flow.

Finalize the Setup

Once the mapping is complete, Insider will start the connector.

The data can be synced automatically every 5 minutes, 15 minutes, 30 minutes, 1 hour, 2 hours, 3 hours, 4 hours, 6 hours, 8 hours, 12 hours, and daily and weekly since the last run.