- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
Electronic Signing Tools
- People, Organisations & Cases with DocuSign
- Setting up the DocuSign Integration
- Taking Payments with DocuSign
- Creating a Document with a DocuSign Template
- Creating a Document with a Workbooks PDF
- Managing DocuSign Documents
- Adobe Sign Integration
- Docusign Integration
- Introduction to Reporting
- Using Reports
- Exporting Reports
- Advanced Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Create survey responses from SurveyMonkey as Tasks in Workbooks CRM
What is SurveyMonkey?
SurveyMonkey allows you to send surveys to your customers, providing multiple templates and example questions to help you build the survey. It then collects the responses and allows you to build reports on the answers and see the statistics of who has responded.
What does this Zap do?
This Zap will first use the email address of the survey respondent to find a Person record in Workbooks, and to create a new Person if one is not found. It will then create an Activity against that Person, which will store the details of the survey response.
Setting up the Zap
A Zap Template called 'Create survey responses from SurveyMonkey as Tasks in Workbooks CRM' can be used to speed up the process of setting this up. It selects the correct Trigger, Search Step and Action for you, and sets up a few field mappings.
You will be taken through the Zap wizard as normal but you will need to tell Zapier which accounts to connect to.
After connecting to your SurveyMonkey account, you need to tell Zapier which Survey you want to collect responses from, and the specific Collector if necessary.
In Step 2, you will then need to connect to your Workbooks Account and tell Zapier how to identify an existing Person, and what information to use when creating a new one. We would recommend that you only use the email address when identifying an existing Person, as this is most likely to be unique, whereas names might be misspelled or contain nicknames.
You can then set up the Task. The Person that was found or created in Step 2 will be set as the Primary Contact of the Task, and you can fill in the other field mappings as appropriate to your business. For example, you may want to map all of the Survey Responses into the Description field, or you could create custom fields for each of the questions to make it easier to report on the results.
The Completed Date has been set to 'today', which means that the Date will be set to the date that the Zap run, which should be the same as the date the survey was completed.
Remember to click on 'Show advanced options' to map all of your custom fields.
Using Workbooks to send the Survey requests
To send out the survey using Workbooks, you have a few choices, you could:
- Add the Survey link to all emails being sent, normally added to the signature.
- Use an email template and manually send this for each Case. This relies on your staff to send out requests, although you could report on the number of requests sent to check that this is being done.
- Use an email template and send to a specific set of customers via a Marketing Campaign. You would have to manually send the mailshot, but this would be done in bulk and can be based on a report i.e. send to all customers where the Case was Closed this week/month.
There is also an option to automate this process so that it sends out the survey request automatically after a Case has been closed. It will bring the response back in as an Activity and will relate it to the relevant Case, Person and Organisation records. You can find further information about this in our Forum post 'Using Workbooks to send and track Survey responses from Survey Monkey'.