SurveyMonkey

How Does It Work?

Setup a link between your SurveyMonkey account and Fuel Cycle community. Once the accounts are linked, you can import a SurveyMonkey survey into Fuel Cycle. Surveys can be used for recruitment, activities and live chats.

Recruitment Screener

Use SurveyMonkey logic to create paths for qualified, disqualified and over quota. Participants who successfully pass the screener will be redirected to the Sign-up page for the community. Participants who are termed out due to disqualifying or over quota logic will be redirected to appropriate messaging for each term type as set in Fuel Cycle.
Recruitment survey data is available in Fuel Cycle Member Reports so you can easily see total Qualified, Disqualified and Over Quota counts per screener.

Activity Surveys

The most common use of surveys is in community activities. Once imported into Fuel Cycle, you can attach surveys to any activity. The member will click to take the survey and be redirected back into the activity page once completed. It’s a completely seamless experience for members.

PLEASE NOTE: Due to technical constraints, we cannot send P2 Profile Points to SurveyMonkey. At this time, only the following details will be passed through to SurveyMonkey per member:

  • Username
  • Gender
  • Age
  • Recruitment
  • Role
  • Test Member status (allows you to filter out any test member submissions)

To analyze SurveyMonkey data with Fuel Cycle’s P2 Engine data, we recommend using FC Analytics. FC Analytics gives you full control to create comprehensive crosstabs and data visualization using all of the community data you have from P2 Profile Points, survey responses and more.

Live Chat Surveys

You can also embed a survey into a Live Chat activity. We recommend these surveys be one-question for the best live chat experience. Members will take the poll and submit in the live chat while also being able to continue the text-based conversation in the chat window.

SurveyMonkey Configuration Steps

Fuel Cycle’s integration is only available with a SurveyMonkey Enterprise level account.

Create a Private App

  1. Login to your account via the Developer’s login page: https://developer.surveymonkey.com 
    1. You can use your credentials for your SurveyMonkey account to login
  2. Once logged in, click “My Apps” and then select “Add a New App”
    SurveyMonkey Create Private App

    1. You can give the app any Nickname you prefer.
      1. We recommend using Fuel Cycle in the name to help you keep track of the purpose for this app.
    2. Make sure to select “Private App”
      1. A private app allows you to use it internally and will not listed in the SurveyMonkey App Directory.
    3. Next, click the “Create App” button.
  3. The new app has been initiated, but there are a few additional steps. First, go to “Settings” for the app and locate the OAuth Redirect URL field at the top:
    SurveyMonkey Oauth

    1. In the OAuth Redirect URL field enter the community URL, such as: https://launchpad.fuelcycle.com/
      1. If you have more than 1 community sharing this app, you can choose any to use. The integration with Fuel Cycle does not actually use this field, but it is required to have a value inside SurveyMonkey.
  4. Now, scroll down and locate the Access Token in the Credentials section. Copy the Access Token. This will need to be sent to your Fuel Cycle representative to complete the integration.
    SurveyMonkey Access Token
  5. Next, scroll down to the Scopes section. Change all items in this section to “Required” by simply clicking the line for each item (this will change the status to Required) and then click the “Update Scopes” button to save the change.
    SurveyMonkey Scopes
  6. The final step is to click the “Deploy” button.
    SurveyMonkey Deploy App

    1. This will complete the app setup inside SurveyMonkey and is required to activate your app.
  7. Don’t forget to provide the Access Token to your Fuel Cycle representative.
    1. Once the token has been added to your account, your representative will notify you and you’ll see a button to “Launch SurveyMonkey” when you are logged into Fuel Cycle.
    2. When you click the “Launch SurveyMonkey” button, a new tab will open to the SurveyMonkey login page. Simply login with your credentials.
      1. NOTE: If you would prefer to use Single Sign-On (SSO), see instructions below to set that up.
    3. For information on creating and importing surveys, see the section called “Creating and Importing Surveys” below for details.
  8. If you have multiple Fuel Cycle communities, you can use one SurveyMonkey account for all. Make sure to mention to your Fuel Cycle representative that you want the Access Token added to each community.
    1. Keep in mind that a survey can only be imported into one community. If you want to publish the same survey to more than 1 community, clone the survey and import each version into a different community.
  9. Please Note: Private apps have an API limit of 500 calls per day.
    1. 1 API call is equal to 1 survey complete.
    2. In some cases, that maybe be enough based on your community membership and participation rates.
    3. If you plan to run a large recruitment effort, you may go over this limit.
    4. You can keep track of your API usage by returning to  https://developer.surveymonkey.com and clicking Overview for the app. You’ll see a chart showing API Activity for the app:
      SurveyMonkey API Chart
    5. If you need more API calls for your account, you can contact SurveyMonkey and discuss options for increasing the limitation.

Single Sign-On (SSO)

  • Once you’ve completing the steps above, you can enable SSO for your account. This will allow you to launch into SurveyMonkey with a click of the button.
  • When SSO is enabled for your account, only Fuel Cycle users who have matching email addresses will be able to continue into SurveyMonkey.
    • The email address in Fuel Cycle needs to match the email address used in the corresponding SurveyMonkey account.
  • To enable SSO for your account, you please contact your Fuel Cycle representative for details.

Creating and Importing Surveys

  1. Login into your Fuel Cycle account. You can click “Launch SurveyMonkey” from either the Dashboard or the Surveys page.
  2. Once you are logged into your account, create surveys as you normally would.
  3. When finished and ready to import the survey into Fuel Cycle, click the “Analyze Results” tab. In your browser bar, copy the URL:
    SurveyMonkey Copy URL
  4. Paste this URL in the Survey Link field in Fuel Cycle and click the “Import Survey” button.
    Fuel Cycle Import Survey
  5. Once you click the button, the survey will be imported and you’ll see it listed in the main survey list view.
    1. You can now add the survey to an activity, live chat or recruitment URL.
  6. When imported, a new web collector will be created call “FCX Web Collector” in SurveyMonkey. The end survey and disqualified redirects (if disqualified logic is used) will be automatically added to this web collector so that participants are properly redirects back to the community after submitting the survey.
    1. Do not delete the “FCX Web Collector”
    2. If you are creating a recruitment survey with Over Quota logic, you will need to manually add the redirect URL.
      1. Go to the Logic > Quota and create the logic.
      2. For each logic type, select “Option” and then enable “Redirect to your own webpage.”
        SurveyMonkey Over Quota logic
      3. Paste the following into the text field:

        https://util.fuelcyclecore.com/util/surveyMonkey/redirectProxy

      4. Make sure to click the “Save” button. Users who term out of a recruitment screener due to over quota logic will be redirected to the Over Quota message as specified in the Recruitment URL settings.
  7. For Live Chat surveys, you can enable the results to display in real-time to moderators and clients who are in the live chat.
    1. To do this, login to SurveyMonkey and locate the survey you added to the live chat.
    2. Click “Analyze Reports” and then “Shared Data Link”
      SurveyMonkey Share Report
    3. Confirm options and click the “Get Link” button.
      SurveyMonkey Share Report Settings
    4. Then, copy the from the bottom left.
      SurveyMonkey Copy Report Link
    5. Return to your Fuel Cycle account and go to Surveys.
    6. Locate the live chat survey and click the “Add” link in the far right:
      Fuel Cycle Add Report
    7. Then, paste the Share Link from SurveyMonkey into the text field and click “Save”
    8. The survey will now show results to mods/clients in the live chat.

Please Note: Due to technical constraints, we cannot send P2 Profile Points to SurveyMonkey. At this time, only the following details will be passed through to SurveyMonkey per member:

  • Username
  • Gender
  • Age
  • Recruitment
  • Role
  • Test Member status (allows you to filter out any test member submissions)

You can use the above variables as filters in Analyze Results. Select Add Filter and then “Custom Variable” to select and use one of the above variables to filter the data. In addition, when you pull an export from SurveyMonkey, the custom variables will be included.

To analyze SurveyMonkey data with Fuel Cycle’s P2 Engine data, we recommend using FC Analytics. FC Analytics gives you full control to create comprehensive crosstabs and data visualization using all of the community data you have from P2 Profile Points, survey responses and more.

Updated on October 10, 2019

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