Documentation / Product / Integrations / SurveyMonkey

SurveyMonkey: Import

Import your SurveyMonkey contacts and their survey responses to add this information to your cross-channel user profiles in Lytics.

Integration Details

This integration utilizes SurveyMonkey's APIs to import user data. Once the import is started the workflow will:

  1. Read Custom contact fields for the account.
  2. Page through contacts in the SurveyMonkey Account and ingest them into the surveymonkey_contacts stream.
  3. After all contacts have been imported, it will page through all surveys. For each survey it will:
    1. Get the survey details to parse the questions and answer options.
    2. Get the responses to the survey.
    3. Parse the survey responses into a more usable form for ingestion into the surveymonkey_responsesstream.

Fields

The following fields are included in the default mapping of the surveymonkey_contacts stream:

Source FieldLytics User FieldDescriptionType
emailemail unique idEmailstring
idsm_id unique idSurveyMonkey IDstring
first_namefirst_nameFirst Namestring
last_namelast_nameLast Namestring
phone_numberphone_numberPhone Numberstring
custom_fieldssm_custom_fieldsSurveyMonkey Custom Fieldsmap[string]string

The following fields are included in the default mapping of the surveymonkey_responses stream:

Source FieldLytics User FieldDescriptionType
metadata.contact.email.valueemail unique idEmailstring
collection_modesm_collection_modeSurveyMonkey Collection Modestring
sm_last_responseTime of Last Survey Responsedate
question_answersm_question_answerSurveyMonkey Question Answermap[string]string
response_statussm_response_statusSurveyMonkey Response Statusstring

Configuration

Follow these steps to set up and configure an import of SurveyMonkey in the Lytics platform.

  1. Navigate to the Integrations page and select the SurveyMonkey tile.surveymonkey 215
  2. Select Workflows from the menu on the left.
  3. Select Import from the list of workflows.
  4. Select the authorization previously set up.
  5. In the Max Survey Age numeric field, enter how many days before Responses Since to look for surveys. Surveys older than Max Survey Age days before Responses Since will not have responses imported. For example: if Responses Since is set to 2020/10/16 and Max Survey Age is 5 days, then surveys that have been modified before 2020/10/11 will not have their responses imported.
  6. In the Responses Since date picker, select how far in the past to start importing responses. If left blank, everything before Responses To will be imported.
  7. In the Responses To date picker, select how far in the past to stop importing responses. If left blank, everything before the import started will be imported. Note: This field is ignored if Continuous is selected.
  8. In the Survey ID text input, enter a survey ID to only import responses to the selected survey. Max Survey Age will be ignored if a Survey ID is entered.
  9. Select the Continuous checkbox to keep importing new responses. If checked, the Responses To option will be ignored. The last import date will be used as Responses Since after the initial import.
  10. Click on the Show Advanced Options tab to expand the advanced configuration. These options are only used if the Continuous option is selected.
  11. From the Import Frequency drop-down, select how often a repeated import should run.
  12. From the Time of Day drop-down, select the time of day to start the import. Ignore for hourly imports.
  13. From the Timezone drop-down, select timezone for the time of day.
  14. Click Start Import.

SurveyMonkey-Import-Config