Survey Maker plugin Integrations - Detailed Guide

 

 

WordPress Survey Maker plugin gives you the opportunity to integrate applications into your surveys, such as MailChimp, Campaign Monitor, Zapier, ActiveCampaign, Google Sheet, GamiPress, and Slack. Make use of the most powerful marketing tools: gather leads, collect email addresses, give points to your participants, and so on. This is the Integrations part of the plugin documentation. Check out the full documentation of the plugin.

 

MailChimp

MailChimp is a mail marketing tool for collecting and grouping email addresses on a list. With the help of MailChimp tools, you can send email messages to all the emails on the list from your MailChimp account.

For this integration, you need to have a MailChimp account first. In your MailChimp account, you need to have an already created list, in other words, an audience. You also need an API key, which you can create on the Extras > API Keys menu.

 

mailchimp-apikeys-menu

 

To activate the integration, go to Survey Maker > General Settings > Integrations, fill in your MailChimp username and MailChimp API key, and save the changes.

 

mailchimp-general-settings

 

After activating, open your survey on the WordPress dashboard, go to the Integrations tab, and enable MailChimp integration. From this moment on, the integration will start to work for that survey. Make sure to choose the MailChimp list as well.

 

mailchimp-survey-settings

 

Also, a survey should have a field so that users can fill in their emails. On the General tab of your survey, you can add a question asking to provide email addresses. Whenever survey takers fill in their email addresses, the system will automatically add them to the list.

 

mailchimp-survey-email-field

 

Campaign Monitor

Campaign Monitor is another tool intended for mail marketing. It allows having subscribers that are mostly made of user email addresses. Campaign Monitor integration can be used for collecting and grouping user emails on a list automatically. Through Campaign Monitor tools, you can send email messages to all the emails on the list from your Campaign Monitor account. You can see the subscribers on the Lists & subscribers page on the Campaign Monitor dashboard.

To activate the integration, you need to have a Campaign Monitor account and find your Client ID and API key in it.

 

campaign-monitor-account-settings

 

On your WordPress dashboard, go to General Settings from the Survey Maker menu, open the Integrations tab, and place your Client ID and API key in the corresponding fields. Save the changes in the end.

 

campaign-monitor-general-settings

 

After activating, you need to open your survey on the dashboard and enable Campaign Monitor on the Integrations tab. From now on, it will start working for your survey. Lastly, choose the Campaign Monitor list, and you are ready.

 

campaign-monitor-survey-settings

 

So that Campaign Monitor can collect the emails of survey takers, you need to add a field for filling in emails. On the General tab of your survey, you can add a question asking to provide email addresses. Whenever survey takers fill in their emails, the system will automatically add them to the list.

 

campaign-monitor-survey-email-field

 

ActiveCampaign

One of the systems intended for mail marketing is ActiveCampaign that allows having contacts. The main part of these contacts is the email addresses of users.

ActiveCampaign is used for collecting and categorizing emails as contacts on one list. From the ActiveCampaign dashboard, you can send emails to all the email addresses via ActiveCampaign tools. To see the contacts, go to the Contacts section on the ActiveCampaign dashboard.

To enable the integration for Survey Maker, you first need to have an ActiveCampaign account. You will find the API access URL and the API key in it.

 

active-campaign-account-settings

 

Next, go to the General Settings page on the Survey Maker menu and open the Integrations tab. Place the API access URL and the API key in the corresponding fields and save the changes.

 

active-campaign-general-settings

 

Afterward, open your survey on the dashboard and enable ActiveCampaign on the Integrations tab. From now on, it will work for that survey. Also, choose the ActiveCampaign list and automation. The latter is an ActiveCampaign tool that helps develop logic the moment a contact is added. Depending on this logic, some actions will be taken with the contact.

 

active-campaign-survey-settings

 

So that ActiveCampaign can collect emails from survey takers, you need to add a field for filling in emails. On the General tab of your survey, you can add a question asking users to fill in their emails. Whenever survey takers fill in their email addresses, the system will automatically add them to the list.

 

active-campaign-survey-email-field

 

Slack

Slack is a tool designed for improving communication among team members. It has various tools which allow users to send files and different types of messages with different contexts. A team can be divided into smaller groups, which can contact each other via channels. The messages sent to a channel can be seen only by the members of that channel.

Slack integration is used for sending information about taking the survey via channels. This way, channel members get the chance to know about survey takers.

To activate the integration, go to Survey Maker > General Settings > Integrations and click on the Instructions button in the section intended for Slack.

 

slack-instructions

 

Follow the instructions, then use the Slack App Client ID to authorize.

 

slack-app-client-credentials

 

Put the App Client ID and App Client Secret in the given fields, click on the Get It button and save the changes.

 

slack-authorization

 

Upon activation, open your survey on the dashboard, go to the Integrations tab, and enable Slack so that it can work for that survey. Next, choose the channel, and that’s it.

 

slack-survey-settings

 

Google Sheets

This integration helps immediately store the current results of a survey in Google Sheets. As submissions are kept on the Survey Maker dashboard in a sheet, the same data is also stored in Google Sheets.

To activate the integration, go to Survey Maker > General Settings > Integrations and click on the Instructions button in the section intended for Google Sheets.

 

google-sheets-instructions

 

Follow the given instructions and click on the Connect button using the Google Client ID and the Google Client Secret.

 

google-platform-create-client-id

 

google-platform-save-client-id

 

google-platform-copy-creds

 

google-platform-copy-credsa

 

Afterward, open your survey on the dashboard, go to the Integrations tab, and enable Google Sheets.

 

google-sheets-survey-settings

 

From this point, it will start working for that survey. After saving the changes, the system will automatically create a sheet with the survey title in Google Drive. So, Google Sheets integration helps you keep the data of a particular submission in the created sheet.

Zapier

Zapier allows connecting two systems and managing data transfer from one system to another. With this integration, the data of your survey submissions are sent to Zapier, where they are is placed in the corresponding file.

To activate the integration, you need to go to Survey Maker > General Settings > Integrations and follow the link placed in the Zapier section.

 

zapier-general-settings

 

On the opened page, fill in your Zap name and choose Webhooks by Zapier.

 

zapier-create-zap

 

Then, choose Catch hook for the event and hit Continue.

 

zapier-create-zap-webhook

 

Copy the Webhook URL. 

 

zapier-create-zap-webhook-url

 

Go to Survey Maker > General Settings > Integrations again, and paste it in the corresponding field. Save the changes in the end.

Afterward, you need to open your survey on the dashboard, go to the Integrations tab, and enable Zapier.

 

zapier-survey-settings

 

Hit the Send test data button, then go to the Zapier page and click on the Test trigger button there.

 

zapier-zap-test

 

After receiving the test results successfully, hit the Continue button.

 

zapier-zap-step2

 

Next, choose the app to which you want to send the data. For example, you can choose Google Docs for the event and click on the Continue button.

 

zapier-zap-step2-google-docs

 

zapier-zap-step2-google-docs-choose-account

 

zapier-zap-step2-google-docs-fill-out-fields

 

Then, you can choose the Google Docs account and hit Continue again. On the opened window, you need to fill in the fields and save them. You can Test if you wish or hit Skip Test.

As a final step, activate the Zap, after which the system will automatically transfer and enter the data.

 

zapier-zap-turn-on

 

Immediately after taking the survey, the data of that submission will be sent to Zapier automatically. So, that’s it!

SendGrid

Via this integration, the emails received from the survey are sent through SendGrid. The SendGrid system allows using Email Templates. By using them, the integration will send emails to the users.

To activate the integration, you need to go to Survey Maker > General Settings > Integrations and follow the link placed in the SendGrid section. On the opened window, create an API key.

 

sendgrid-api-keys

 

Then go to Survey Maker > General Settings > Integrations once more. Place the API key in the section intended for SendGrid and save the changes in the end.

 

sendgrid-settings

 

On the SendGrid dashboard, open the page for templates and hit Legacy Dynamic Templates. Create a template and save it.

 

sendgrid-create-template

 

sendgrid-create-template2

 

Then, open your survey on the dashboard and activate the Send email to user option on the E-Mail tab. From the opened section, choose SendGrid, select the template, follow the Note, and save the changes.

 

sendgrid-survey-page-settings

 

Make sure you have filled in everything correctly so that the system can send the emails to the users via SendGrid.

GamiPress

GamiPress is a WordPress plugin that allows providing users with some points. The purpose of this integration is to give points to users after they take the survey.

The integration works easily: you need to have the GamiPress plugin and the Survey Maker plugin on your WordPress website.

 

gamipress-general-settings

 

Both of the plugins should be in an active state. To begin with, go to GamiPress > Points Types and click on the Add New button.

 

gamipress-add-point-type

 

Then, add Points Award in the Automatic Points Awards section, choose the Submit Survey value for the When field, and save the changes.

 

gamipress-add-point-type-chosse-survey

 

So, the activation of the integration is over. Every time when users take any survey, they will receive points.

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