Welcome to Workato's Working with series.
Today we are going to take a look at one of the best ways businesses can automate their applications, and collect surveys automatically using SurveyMonkey
With SurveyMonkey, you will be able to gather useful feedback from your customers at different stage of its life cycle. You may also choose respondents' preferences for anonymity as well as the method that they would receive them. Today, I'm gonna show you how you can easily set up simple recipes that work with SurveyMonkey. These recipes will help you in automatically sending surveys, notify you when you receive surveys, or act upon the data once your respondents has been done with the survey.
You can use Workato to integrate SurveyMonkey for your event attendees from Eventbrite, Store respondents as leads in Salesforce, Attach responses to campaigns, purchases from Shopify, and more.
Here are the available triggers and actions for SurveyMonkey, and we are going to show you how they work.
- Completed Survey Responses
New Survey Respondent
- Search survey
- Send survey invite via Email
- Send survey invite via Email and wait for response
To send out surveys, you will use the Sending out survey via email action. You will also need an Email collector. Make sure that your survey has an email collector before proceeding to Workato.
Click on your survey, and choose New Collector. Now choose new email Collector. When setting up your collector, you do not have to fully set it up. Simply put your email in it as the first person to receive the response, and click next. Keep going without configuring much of them until you reach a button for you to resume later.
Your collector will be categorised as NOT CONFIGURED. That is alright because Workato will be automatically configuring it.
You can start of with this recipe as a template. This recipe will send out a survey to any new attendee that attends a specific event. Note that I will need to specify which collector do I use when I send out the survey, and you will be able to choose your collector.
Once all is set, you may try testing the recipe. When a job has been processed, you can take a look at your SurveyMonkey Collector. The Email Collector is not in OPEN status, and will be sending out a survey to the email in 5 minutes. Make sure that you turn on notification for that recipe in your Slack in order to receive notifications. To know how to turn on your recipe, Slack @workbot notifications at the channel that you'd like workbot to notify.
After 5 minutes, your recipient should be able to receive the survey email.