SurveyMonkey: Import
Import your SurveyMonkey contacts and their survey responses to add this information to your cross-channel user profiles in Lytics.
Integration Details
- Implementation Type: Server-side.
- Implementation Technique: REST API.
- Frequency: Batch.
- Resulting data: User profiles and user fields.
This integration utilizes SurveyMonkey's APIs to import user data. Once the import is started the workflow will:
- Read Custom contact fields for the account.
- Page through contacts in the SurveyMonkey Account and ingest them into the
surveymonkey_contacts
stream. - After all contacts have been imported, it will page through all surveys. For each survey it will:
- Get the survey details to parse the questions and answer options.
- Get the responses to the survey.
- Parse the survey responses into a more usable form for ingestion into the
surveymonkey_responses
stream.
Fields
The following fields are included in the default mapping of the surveymonkey_contacts
stream:
Source Field | Lytics User Field | Description | Type |
---|---|---|---|
email unique id | string | ||
id | sm_id unique id | SurveyMonkey ID | string |
first_name | first_name | First Name | string |
last_name | last_name | Last Name | string |
phone_number | phone_number | Phone Number | string |
custom_fields | sm_custom_fields | SurveyMonkey Custom Fields | map[string]string |
The following fields are included in the default mapping of the surveymonkey_responses
stream:
Source Field | Lytics User Field | Description | Type |
---|---|---|---|
metadata.contact.email.value | email unique id | string | |
collection_mode | sm_collection_mode | SurveyMonkey Collection Mode | string |
sm_last_response | Time of Last Survey Response | date | |
question_answer | sm_question_answer | SurveyMonkey Question Answer | map[string]string |
response_status | sm_response_status | SurveyMonkey Response Status | string |
Configuration
Follow these steps to set up and configure an import of SurveyMonkey in the Lytics platform.
- Navigate to the Integrations page and select the SurveyMonkey tile.
- Select Workflows from the menu on the left.
- Select Import from the list of workflows.
- Select the authorization previously set up.
- 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 is5
days, then surveys that have been modified before2020/10/11
will not have their responses imported. - 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.
- 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.
- 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.
- 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.
- Click on the Show Advanced Options tab to expand the advanced configuration. These options are only used if the Continuous option is selected.
- From the Import Frequency drop-down, select how often a repeated import should run.
- From the Time of Day drop-down, select the time of day to start the import. Ignore for hourly imports.
- From the Timezone drop-down, select timezone for the time of day.
- Click Start Import.