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SurveyMonkey + Iterable Integration

You can connect your SurveyMonkey survey responses with your user data in Iterable using Zapier, which lets you pass data to Iterable from other apps without any coding.

For this integration method, you'll need:

Setup instructions

In Iterable

  1. Go to Integrations > API Keys.
  2. Click New API Key.
  3. Give your API key a name (for example, "SurveyMonkey Integration") and select Server-side.
  4. Click Create.
  5. Copy the API key to your clipboard — you'll use it a later step.

NOTE

Store this API key in a secure location. After you close the setup menu, Iterable can only display the key’s last 8 characters. If you lose the full API key, you’ll have to create a new one.

In SurveyMonkey

  1. Create a survey.
  2. Set up your survey form, making sure to include:
    • An email field (so Iterable can connect survey responses with the right user profiles in Iterable)
    • A custom field that names the event (for example, surveymonkey_response)

In Zapier

Create a new Zap.

Add a trigger for your Zap

  1. For the trigger app, select SurveyMonkey.

  2. For the trigger event, select New Survey Response.

    Selecting the New Survey Response trigger

Add an action for your Zap

  1. For the action app, select Iterable.

  2. For the action event, select Track Event.

  3. For the app account, enter the Iterable API key you created earlier.

  4. Set up the action by telling Zapier which data to send to Iterable. Iterable's POST /api/events/track API endpoint accepts the following fields:

    • Event Name: The name of the custom event you're tracking in Iterable.

      NOTE

      If this is a new event, make sure to add it under Custom Events on your Iterable project settings page.

    • Event ID (Optional): Can be left blank or used to pass a manually entered event ID.

    • Email: The user's email address. Will populate when you select the Email tag in SurveyMonkey.

    • User ID (Optional for email-based projects): The user’s Iterable userId. Will populate with the Recipient ID tag from SurveyMonkey.

    • JSON Data Fields: The JSON object that will be passed to the Iterable API for each survey response in SurveyMonkey.

      NOTE

      Specifying dataFields__ (with two underscores) nests the payload under a dataFields key.

      Setting up the JSON data fields

    • Creation Date (Optional) - The date the survey response was recorded. Populates with the Date Created tag in SurveyMonkey.

    • Campaign ID (Optional) - The ID of your Iterable campaign. Populates with the Custom Value tag in SurveyMonkey.

    • Template ID (Optional) - The ID of your Iterable template. Populates with the Custom Value tag in SurveyMonkey.

  5. When you're finished setting up the action, click Test & Continue to make sure your Zap works.

  6. If everything looks good, click Publish and Turn Zap On.

Want to learn more?

To learn more about creating Zaps, see Zapier's support doc Create Zaps.

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