SurveyMonkey: Import User and Survey Data
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 job will:
- Read Custom contact fields for the account.
- Page through contacts in the SurveyMonkey Account and ingest them into the
surveymonkey_contactsstream. - 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_responsesstream.
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 job for SurveyMonkey in the Lytics platform. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.
- Select SurveyMonkey from the list of providers.
- Select the Import User and Survey Data job type from the list.
- Select the Authorization you would like to use or create a new one.
- Enter a Label to identify this job you are creating in Lytics.
- (Optional) Enter a Description for further context on your job.
- Complete the configuration steps for your job.
- (Optional) 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.
- (Optional) From the Responses Since input, select how far in the past to start importing responses, if left blank everything before Responses To will be imported.
- (Optional) From the Responses To input, select how far in the past to stop importing responses, if left blank everything before the import started will be imported. 10.(Optional) In the Survey ID text box, enter a survey ID to import responses to only that survey.
- (Optional) Select the Continuous checkbox to keep importing new responses, Responses To will be ignored. The last Import date will be used as Responses Since after the initial import.
- (Optional) Toggle Show Advanced Options.
- (Optional) From the Import Frequency input, select how often a repeated import should run.
- (optional) From the Time of Day input, select time of day to start the import, ignore for hourly imports.
- (optional) From the Timezone input, select a timezone for Time of Day.
- Click Start Import.
