Integrating with survey accounts

Connect your SurveyMonkey account

1. From the Navigation toolbar, click Settings.
   
2.  Choose Apps under Integration.
   
   
   
3.  Mouse over SurveyMonkey and click Connect.
   
4.  To comply with GDPR, we inform the activity that will be performed after integration,
   
   1. Send out the surveys created using your SurveyMonkey account, as email survey campaign.
      
   2. Click Continue.
      
   3. Log in to your account.
      
   

Connect your Zoho Survey account

Create survey campaign

1. From the Navigation toolbar, choose Campaigns and select Email Campaigns.
   
2. Click Create Campaign in the top-right corner of the screen.
   
3. Hover over the SurveyMonkey / Zoho Survey category and click Create New.
   
4. Fill out the following information on the Basic Info page:
   Campaign Name : Enter a name for the campaign
   Survey : Choose a survey 
   Subject : Enter a subject for your campaign
   Sender details : Enter your sender name and sender address.
   
   
5. In the Content Configuration page, select a template from one of our options available :
1. Basic Templates
   
2. Pre-designed Templates
   
3. Saved Templates
   
   
6. Select the section where you want to add a survey merge tag and click Merge Tags.
   
   
7. Scroll down and select Survey Merge Tags.
   
8. Select a mailing list or segment to receive your campaign, and click Proceed.
   
   
9. Send the campaign for review. Once your campaign is reviewed you can choose to send it out immediately or schedule it to be sent at a later date. You can also send them in batches.
   
   

Note

1. A survey merge tag is mandatory to send survey based campaigns without which a survey report cannot be generated properly.
2. If you don't have a survey merge tag you can choose one of our predesigned templates with merge tags embedded in it already. You can edit the merge tag if you want.
3. To dynamically include contact information(name, email, etc.) using custom variables, you should add the same variable(URL parameter in Zoho Survey) in your survey's URL when you send it out.
   
4. Since the merge tags are predefined, they will work only if you have properly integrated your Zoho Campaigns account with Zoho Survey or other third-party applications.
   
5. The predefined merge tags will not work in test campaigns.
   

6. We recommend embedding the merge tag within a call-to-action button or link. This is because when you insert a merge tag into the survey campaign, it does not automatically add the 'zcmpemail' parameter to the survey URL, which is necessary to capture the email address in the survey report.

Survey Reports

1. Number of contacts who have completed/started/yet to start the survey
   
2. Responses given by each contact