SurveyMonkey integration

There are two ways to integrate SurveyMonkey with ActiveCampaign:

• Zapier integration
  This will allow you to add or update ActiveCampaign contacts with SurveyMonkey responses. This option requires you to have a Zapier account and an annual paid plan with SurveyMonkey.
• Direct integration
  This will allow you to insert survey links into your campaigns and automation emails. Your ActiveCampaign contacts will not be updated with survey responses.

How to integrate ActiveCampaign and SurveyMonkey using Zapier

This integration option lets you add or update contacts in ActiveCampaign with SurveyMonkey responses. The survey responses will be added to custom fields in ActiveCampaign.

With this option, you'll need the following:

• Zapier account
• Annual paid plan with SurveyMonkey

To get started, follow these steps:

1. Use the “Add or update ActiveCampaign contacts with SurveyMonkey responses” zap.
2. You will be asked to log into your Zapier account if you are not logged in already.
3. Follow the steps in Zapier for setting up your SurveyMonkey trigger.
4. When setting up your ActiveCampaign action, you will be asked to add your ActiveCampaign API URL and Key. You can retrieve this information by going to Settings > Developer in your ActiveCampaign account.
5. Follow the steps in Zapier for setting up the rest of your ActiveCampaign action.

When finished, your Zap will be set to “On” and viewable in your Zaps page:

How to set up a direct integration with SurveyMonkey

The direct integration option lets you add a survey link from SurveyMonkey to your campaigns and automation emails. However, contacts in ActiveCampaign will not be updated with survey responses.

You can set this up directly from the SurveyMonkey apps page in your ActiveCampaign account or directly from your email. Instructions for each option are found below.

Before proceeding, you'll need to ensure that your surveys in SurveyMonkey have a web link created for them. If they do not, they will not appear in ActiveCampaign. Click here for more information.

Option 1: Setting up the integration from the ActiveCampaign Apps page

1. Click on the "Apps" link in the left navigation menu in your ActiveCampaign account.
2. Select “SurveyMonkey” from the Apps page by clicking the SurveyMonkey logo.
3. Click the “Login to SurveyMonkey” button to connect the two accounts.
4. A SurveyMonkey login window will appear. Type your SurveyMonkey username and password into the fields provided and click "Log In."

Your surveys will appear on SurveyMonkey apps page in your ActiveCampaign account:

To insert a link to your survey into a campaign or automation email:

1. From the campaign or automation email, click into the text block where you'd like your survey link to appear.
2. Click “Personalize” from the modal toolbar.
3. An "Add a personalization" modal window will appear. Click the “SurveyMonkey” tab located on the left-side menu. Then, click "SurveyMonkey."
4. Click the "Choose Survey" field and click the survey you wish to add to your email.
5. Another modal window will appear. Type your preferred text for your survey link, or use the default text we provide. Click “OK.”
   
   
   

The survey link will be added to your email:

Option 2: Setting up the integration from your campaign or automation email

1. From your campaign or automation email, click into the text block where you'd like your survey link to appear.
2. Click the "Personalize" button in the modal tool bar.
3. An "Add a personalization" modal window will appear. Click the “SurveyMonkey” tab located on the left-side menu. Then, click "SurveyMonkey."
4. Click the "Login to SurveyMonkey" button.
5. A SurveyMonkey login window will appear. Type your SurveyMonkey username and password into the fields provided and click "Login."
6. The login window will close and the "Add a personalization" window will refresh. Click the "Choose Survey" field and click the survey you wish to add to your email.
7. Another modal window will appear. Type your preferred text for your survey link, or use the default text we provide. Click “OK.”
   
   
   

Your survey link will be added to your email:

In addition, your surveys will be listed on the SurveyMonkey apps page in your ActiveCampaign account: