Integrate with survey apps - Online Help | Zoho Campaigns

Integrate with Survey apps

SurveyMonkey

SurveyMonkey is an online survey platform used to create and distribute surveys. Integrating SurveyMonkey with Zoho Campaigns allows you to send survey-based campaigns and analyze survey engagement.

 Features 

  • Schedule and send survey campaigns from Zoho Campaigns.

  • Use survey merge tags to insert survey names and links into campaigns.

  • Use survey-based actions in Journeys.

  • Analyze survey activity such as completed, started, and pending responses.

  • Access survey details directly from the integration dashboard.

Info
Info 
  1. Only account details are shown in the integration page since there is no contacts sync in this integration.
  2. This integration is only for campaign creation and sending survey based campaigns.

 Prerequisites 

  • You must have an active SurveyMonkey account. If you have multiple accounts, only one account can be selected for integration.

  • Only users with Administrator permission in both SurveyMonkey and Zoho Campaigns can setup the sync.

  • You must have at least one survey created in your Survey Monkey account.

 Integrate with SurveyMonkey   

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select SurveyMonkey under Marketing Apps and click Connect

  4. Log into your SurveyMonkey account in the new page that opens

  5. Click Authorize after confirming the activities that will be performed after integration.

  6. Zoho Campaigns will request you for some permissions

  7. Click Authorize and your SurveyMonkey account will now sync with Zoho Campaigns.

What happens if I deny my SurveyMonkey account integration?   

If you deny/change SurveyMonkey integration,

  • You cannot sync further surveys from Survey Monkey

  • You won't be able to use the survey merge tags in your campaigns.

  • You won't be able to use the survey-based actions in workflows.

  • You won't be able to view the surveys created using SurveyMonkey in your campaign creation flow.

 Denying access to SurveyMonkey   

Follow the steps given below to disconnect your SurveyMonkey   account.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Select SurveyMonkey   under Connected Apps.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Proceed.

 

Post Integration 

In the integration dashboard of SurveyMonkey  , you can view your account name and last connected details including the date, time and the administrator.  

Zoho Survey   

Zoho Survey helps you engage with your audience through multi-lingual surveys with customizable themes. When integrated with Zoho Campaigns, it allows you to create and send survey-based campaigns, personalize communication using survey data, and analyze how your audience interacts with them.
This integration is useful when you want to collect feedback and act on it directly through your campaigns, without switching between platforms.

Learn how to create survey based campaigns

 Features

  1. You can fetch the surveys created in Zoho Survey and send them out to your target audience using survey-based campaigns in Zoho Campaigns.

  2. The survey merge tags available in Zoho Campaigns allow to bring in the survey name and survey links to the email campaign content.

  3. You can automate survey campaigns in Journeys.

  4. Analyze survey reports using different sub-categories like survey completed contacts, survey not started, survey started, and survey sent.

Info
  1. Only account details are shown in the integration page since there is no contacts sync in this integration.
  2. This integration is only for campaign creation and sending survey based campaigns.

 Prerequisites     

  1. You must have an active account in Zoho Survey. If you have multiple active accounts, only a single account can be selected for this integration.

  2. You must be the organization administrator in both Zoho Survey and Zoho Campaigns to initiate the integration.

  3. You must have at least one active survey in your Zoho Survey account.

 Integrate with Zoho Survey   

Follow the steps given below to integrate your Zoho Survey account with Zoho Campaigns.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Click either Zoho, or Marketing, or Survey under Categories, then select Zoho Survey.

  4. Read the features and pre-requisites first.

  5. Click Connect.

 How to disconnect the Zoho Survey integration   

Follow the steps given below to disconnect your Zoho Survey account.

  1. Click the Settings icon in the top-right corner.

  2. Click Apps under Integrations.

  3. Select Zoho Survey under Connected Apps.

  4. Click Disconnect.

  5. Click Disconnect in the pop-up that appears.

 What happens if I deny my Zoho Survey account Integration?   

The following changes will take place when you disconnect your Zoho Survey integration with Zoho Campaigns:

  1. You won't be able to view the surveys created using Zoho Survey in your campaign creation flow.

  2. All the scheduled survey campaigns in your Zoho Campaigns account will be moved to drafts.

  3. All the survey campaigns in the in progress status will be stopped.

  4. You won't be able to use the survey merge tags in your campaigns.

  5. You won't be able to use the survey-based actions in workflows.