--- title: "SurveyMonkey Integration" slug: "surveymonkey-integration" updated: 2026-08-14T04:06:04Z published: 2026-08-14T04:06:04Z canonical: "support.whatfix.com/surveymonkey-integration" --- > ## 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](/product-analytics/docs/surveymonkey-integration#overview) - [Use cases](/product-analytics/docs/surveymonkey-integration#use-cases) - [How it works](/product-analytics/docs/surveymonkey-integration#how-it-works) - [Authentication](/product-analytics/docs/surveymonkey-integration#authentication) - [Create an Integration](/product-analytics/docs/surveymonkey-integration#integration-process) - [Use User Attributes as Visibility Rules](/product-analytics/docs/surveymonkey-integration#user-attributes) > [!WARNING] > 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 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 ![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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) --- ## 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. > [!NOTE] > Info: > > The prerequisites for this integration include: > > - Create a paid account in SurveyMonkey to use custom variables in surveys. > - Create the survey beforehand, with the custom variable set as User Email. > - Install the SurveyMonkey add-on in the Google Sheet used to collect survey responses. > - Copy the Google Sheet ID and the name of the sheet where the add-on is installed. Use the following steps to create a SurveyMonkey Integration: 1. On the Whatfix Analytics dashboard, click **Settings**. ![ia_pa_dashboard_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_dashboard_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 2. Under **Integrations**, click **App integrations**. ![ia_pa_app_integrations.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_pa_app_integrations.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 4. 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. ![sm_int_connection](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_int_connection.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 5. Click **Next**. ![sm_int_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sm_int_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 6. Enter the **Google Sheet ID** and **Google Sheet Name** in the respective fields. ![sheet](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sheet.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 9. 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. ![2022-07-20_16-53-28](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_16-53-28.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 10. 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. ![2022-07-20_19-55-16](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_19-55-16.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) > [!WARNING] > Note: > > If you're using the New Visibility Rules, see [Set Who can see your widget](/studio/docs/set-who-can-see-your-widget). 1. Select the **User Attribute** condition from the dropdown menu. ![int_user_attribute](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/int_user_attribute.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 2. Select the Attributes you want as part of the Visibility Rules and then enter its value. ![2022-07-20_19-57-53](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-07-20_19-57-53.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A37Z&se=2026-11-12T08%3A33%3A37Z&sr=c&sp=r&sig=3QBosq0hHj0KIBKka1oMo8L74pw9CYpMBF6w1Ix%2F288%3D) 3. Complete the widget creation and then save the widget.