SurveyMonkey Integration

• Overview
• Use cases
• How it works
• Authentication
• Create an Integration
• Use User Attributes as Visibility Rules

Overview

Whatfix Integration connects your SurveyMonkey and Whatfix accounts to deliver targeted surveys based on multiple user conditions.

Use cases

This integration supports the following use cases:

• Display the survey only to users who have not completed it.
• Display the survey until users complete the mandatory security course.
• Display the survey to new users until they finish providing their onboarding feedback.

How it works

Authentication

SurveyMonkey uses OAuth 2.0 authorization method, while Whatfix uses the Token-based authorization method.
You can revoke access at any time by removing the Whatfix app from the SurveyMonkey account under the My App section.

Create an Integration

Whatfix SurveyMonkey quick integration enables you to create an integration that gets survey responses from your Google Sheet and displays the survey only to those who have not completed it.

Use the following steps to create a SurveyMonkey Integration:

3. On the Dashboard tab, click the Survey Monkey tile.
   

4. Under the use case section, click Try it on the available template.
   

5. Click Sign In to Google Sheets to authenticate.
   

6. To use the connection established between Whatfix and SurveyMonkey, under Choose existing connection, select the connection that is generated from the dropdown menu and enter a description.
   

7. Click Next.
   

8. Enter the Google Sheet ID and Google Sheet Name in the respective fields.
   

9. Click Test to check if the integration is valid.
   

10. Once the test is completed, click Save & Schedule.
    

11. Configure the following options:

    • Start On: Set the start date and time period.

    • Timezone: 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: Select the Never option to run the Integration forever.
      b. On: Select the On option and specify the end date and time.

      

12. Click Save.

Use User attributes as Visibility Rules

The primary objective of the Whatfix-SurveyMonkey integration is to collect data from Google Sheets and use the auto-created Whatfix User Attributes for segmentation purposes.

Upon completion of the first integration run, these attributes become 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. On the Whatfix Guidance dashboard, go to to the Visibility Rules section of the Pop-up where you have embedded the survey.
   

2. Select the User Attribute condition from the dropdown menu.
   

3. Select the Attributes you want as part of the Visibility Rules and then enter its value.
   

4. Complete the widget creation and then save the widget.