Survey Maker plugin Integrations - Detailed Guide

 

• MailChimp
• Campaign Monitor
• ActiveCampaign
• Slack
• Google Sheets
• Zapier
• SendGrid
• GamiPress
• MailerLite
• ConvertKit
• reCAPTCHA
• Paypal
• Stripe

 

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.

 

 

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

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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.

 

 

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

 

 

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

 

 

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.

 

 

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.

 

 

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

 

 

 

 

 

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

 

 

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.

 

 

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

 

 

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

 

 

Copy the 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.

 

 

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

 

 

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

 

 

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.

 

 

 

 

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.

 

 

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.

 

 

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.

 

 

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

 

 

 

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.

 

 

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.

 

 

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.

 

 

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

 

 

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

MailerLite

MailerLite is a website builder and email marketing tool for all sizes of businesses. With the help of MailerLite, you can integrate other web applications so they can share information, automate workflows, and improve the customer experience. You will be able to send messages to the email addresses from your MailerLite account lists.

For using the MailerLite Integration you will firstly need to create your account and list of email addresses and for activating the integration you will need to create the API key.

For creating an API key, go to the Integrations > API

 

 

The next step will be the API key generating.

 

 

Copy the given API key and go to the Survey Maker > General Settings > Integrations, paste it into the MailerLite API key field and save the changes.

 

 

After activating, go to the particular survey, then to the Integrations tab and enable MailerLite integration. Now, the integration will work for the survey. Choose the MailerLite list as well.

 

 

The survey must include a field for users to fill in their emails. You can add an Email question field and ask the survey takers to provide email addresses. When the survey participants provide their email addresses, the system automatically adds them to the list.

 

ConvertKit

ConvertKit is a platform for an easy-to-use marketing hub for creators that facilitates audience growth. It will help you grow your audience, automate your marketing and sell your digital products.

Create your ConvertKit account and then copy the API key for activating the Integration.

For generating the API key go to the Accounts Settings > Advanced > API

 

Then copy the given API key and go back to the Survey Maker plugin, open the Integrations tab, and paste the API key into the corresponding fields. Save the changes.

 

After adding the API key, go to the certain survey > Integrations tab and enable the ConvertKit Integration.

 

Then you will need to add special fields for the survey takers to fill out their personal information (email, name) so that it can be collected in your ConvertKit account list.

 

reCAPTCHA

Google's reCAPTCHA is a free service that protects websites from spam and abuse. You can connect reCAPTCHA to your survey by activating the integration.

For activating the Integration you may need to add the reCAPTCHA v2 Site Key to the plugin.

Go to the Survey Maker > General Settings page > Integrations > click on the link to generate the reCAPTCHA v2 Site Key

Now all you will need to write a label, then choose the reCAPTCHA v2 type and follow all the steps displayed in the documentation and click on the submit button.

Now your site keys are already generated.

Copy these site keys and paste them into theGeneral Settings > Integrations > reCAPTCHAappropriate field. You will also need to write the language used by reCAPTCHA and click on the save changes button.

Now let’s move back to theparticular survey > Integrations tab. All you have to do is toenable reCAPTCHA.

 

Paypal

PayPal is one of the most popular online platforms, via which, people make online financial transactions. What is great about PayPal is that the transactions done via it are extremely secure and trustworthy.

By using the PayPal Integration with WordPress Survey Plugin, you can create paid surveys and earn money online.

The steps to connect the PayPal account to the Survey Maker plugin are very easy.

Firstly, of course, you need to have a PayPal account. You can either create a new account or log in to the existing one.

After logging into your account, head to the Survey Maker plugin > General Settings page > Integrations tab. There, you can find the PayPal Integration settings. All you need to do is to connect the Paypal Client ID. To get the Paypal Client ID, head to the Developer PayPal page (you need to be logged in to your PayPal account to see the Dashboard).

There, click on the Create App button. Fill in the App Name and other necessary fields and hit the Create App button.

Once you create an app, you can see the PayPal Client ID there. Copy the Client ID.

Head to the Survey Maker plugin > General Settings page > Integrations tab > PayPal. Paste the copied Client ID into the necessary field. Then, save the changes.

After saving changes here, go to the Surveys > particular survey > Integrations tab. Here, you need to enable PayPal Integration for the survey and configure the remaining options, like the Amount, Currency, and Payment details. Save the changes for the survey as well.

That's all. You have successfully enabled the PayPal Integration with the WordPress Survey Plugin.

Stripe

Similar to PayPal, Stripe is a secure payment platform as well. You can make successful financial transactions via Stripe.

The WordPress Survey Plugin has an Integration with Stripe to create paid surveys and earn money online.

Here are the steps to make an Integration with Stripe.

Firstly, you need to either create a Stripe account or log in to the already created one. After logging in to your Stripe account, you need to get the Stripe Publishable Key and the Stripe Secret Key from your Dashboard to paste them into the Survey Maker Integration Settings later.

To get this data, head to the Developers page > API Keys > copy the Publishable Key and the Secret Key.

Once you have copied the data, go to the Survey Maker plugin > General Settings page > Integrations tab. Here you can paste the copied data. Then, save the changes.

After making changes here, head to the Surveys > particular survey > Integrations tab. Enable the Integration and configure the remaining settings like Amount, Currency, and Payment details.

If you correctly performed all these steps, then, you successfully made an Integration between the Survey Maker plugin and Stripe payment gateway.