--- title: "SurveyMonkey Integration" slug: "surveymonkey-integration" updated: 2025-09-03T03:15:02Z published: 2025-09-03T03:15:02Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # SurveyMonkey Integration - [Overview](/docs/surveymonkey-integration#overview) - [Use cases](/docs/surveymonkey-integration#use-cases) - [How it works](/docs/surveymonkey-integration#how-it-works) - [Authentication](/docs/surveymonkey-integration#authentication) - [Create an Integration](/docs/surveymonkey-integration#integration-process) - [Use User Attributes as Visibility Rules](/docs/surveymonkey-integration#user-attributes) Note: To integrate Whatfix and SurveyMonkey, contact [support@whatfix.com.](mailto:support@whatfix.com?Subject=Integrate%20Whatfix%20and%20SurveyMonkey%20for%20my%20account&Body=Hello%20Team%2C%0A%0AKindly%20provide%20assistance%20to%20integrate%20Whatfix%20and%20SurveyMonkey%20for%20my%20account.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.) --- ## Overview Use Integration in Whatfix to share data from your SurveyMonkey account with your Whatfix account. Surveys can be shown to your users based on multiple conditions. --- ## Use cases Here are some use cases that are possible using this integration: - Show a Survey to only those users who haven't completed it. - Show a Survey until the users complete a mandatory security course. - Show a Survey to new users until they finish giving their onboarding feedback. --- ## How it works ![sm_integration_how_it_works_de1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_integration_how_it_works_de%281%29.png) --- ## Authentication SurveyMonkey uses **OAuth 2.0** authorization method, and Whatfix uses the **Token-based** authorization method. The access can be revoked at any time by removing the Whatfix app in the SurveyMonkey account under **My App** section. --- ## Create an Integration With Whatfix-SurveyMonkey quick integration, gather Survey responses from your Google Sheet and show the Survey only to those users who have not completed it. Info: The prerequisites for this Integration are as follows: - You need a paid account in SurveyMonkey to use custom variable in surveys. - The Survey must be created beforehand, and the custom variable should be set as **User Email**. - SurveyMonkey add-on needs to be installed to the Google Sheet from where you want to collect Survey responses. - The Google Sheet ID and sheet name are needed where the add-on is installed. Use the following steps to create a SurveyMonkey Integration, 1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png) 2. Click **App integrations**. ![ia_left%20nav_app%20integrations](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_app%20integrations.png) 1. On the **Dashboard** tab, click the **Survey Monkey** tile. ![survey_monkey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/survey_monkey.png) 2. Under the use case section, click **Try it** on the available template. ![survey_monkey_int_try](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/survey_monkey_int_try.png) 3. Click **Sign In to Google Sheets** to authenticate. ![sm_int_google_sheets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_int_google_sheets.png) 4. To use the connection established between Whatfix and SurveyMonkey, under **Choose existing connection**, select the connection that is generated using the drop-drown menu and enter a description. ![sm_int_connection](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_int_connection.png) 5. Click **Next**. ![sm_int_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_int_next.png) 6. Enter the Google Sheet ID and name in the respective fields. ![sheet](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sheet.png) 7. Click **Test** to check if the integration is valid. ![SF_test](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SF_test.png) 8. Once the test is completed, click **Save & Schedule**. ![save_and_schedule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_and_schedule.png) 9. The various options that you can configure are listed below. - Start On - Set the start date and time period. - Time zone - Specify the time zone from the drop-down for the specified dates to follow. - Repeat - Configure the frequency of the Integration run during the selected time period. - Ends - a. **Never** - This option runs the Integration forever. b. **On** - This option lets you specify the end date and time period for the Integration. ![2022-07-20_16-53-28](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-53-28.png) 10. Click **Save**. --- ## Use user attributes as visibility rules The main objective of the Whatfix-SurveyMonkey integration is to collect data from Google Sheet and use the auto-created Whatfix User Attributes for segmentation purposes. On completion of the first integration run, these attributes are available in the Visibility Rules section of widgets, under the User Attribute condition. Use the following steps to add user attributes as visibility rules, 1. Go to the Visibility Rules section of the Pop-up where you have embedded the Survey. ![Select Who to show the content using advanced visibility rules ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_AVR_Who.png) 2. Select the **User Attributes** condition using the dropdown menu. ![Choose user attributes to show content using advanced visibility rules ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_AVR_Who_UserAttributes.png) 3. Select the attributes you want as part of the Visibility Rules, and then enter a value. ![Add value for an user attribute that you add in visibility rules ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Who_UserAttributes_Value.png) 4. Finish creating the widget.