How to Take Better Surveys with SurveyMonkey and Zapier

Conducting surveys on the finish of the yr, or the start of a brand new one, is a practice for lots of organizations. It takes a large number of paintings to write excellent survey questions, then design and configure it, ship invites, and habits a survey, a lot much less assemble and analyze the consequences. If you typically dread surveys, there are a couple of tactics you’ll flip them into extra pleasurable tasks. The trick is to make probably the most paintings occur mechanically.

One approach to do it’s to use Zapier. Zapier is an internet software that allows you to attach SurveyMonkey to different apps and products and services that it does not essentially attach to by itself. In this fashion, you’ll create automations, often referred to as Zaps, that do tedious duties for you, whether or not it is copying and pasting information from one position to some other or mechanically sending emails to survey respondents thanking them for his or her time.

In this text, I exploit SurveyMonkey as the instance as a result of it is one of the most efficient survey gear in the marketplace and one of the preferred to boot. You may just, alternatively, change in another survey maker of your selection, so long as Zapier helps it. Note that you’ll’t do a lot with SurveyMonkey and Zapier in case your SurveyMonkey account is loose or Standard Annual. You’ll get essentially the most out of it you probably have an Advantage, Premier, or any of the Team plans.

Here are four tactics to use Zapier to make your procedure of constructing, sending, and processing surveys higher.


Thank Respondents By Email

When folks entire your survey, this Zap sends personalised emails to them. You can customise it to come with their title or different related main points. Write a notice to say thanks or ask for added comments in regards to the survey. What you are saying within the e mail is up to you.

Add Survey Respondents to a MailChimp List

Sometimes, surveys are the instant of first contact between two entities, whether or not it is a trade soliciting knowledge from doable shoppers or a researcher making touch with topics. An simple approach to proceed the connection that begins with a survey is to upload respondents to an e mail publication provider, equivalent to MailChimp. This Zap mechanically provides survey respondents to the MailChimp listing of your selection. Be certain to ask your survey respondents for permission earlier than subscribing them!

Send Responses to a Slack Channel

Say you set up a small group or logo and have an open survey for amassing comments from shoppers. You don’t seem to be flooded with responses always, but if they do arrive, they comprise precious knowledge value sharing with others in your group. Wouldn’t or not it’s useful to direct all the ones responses proper right into a Slack channel? That approach, any person who needs to learn them or obtain notification of latest incoming responses can just do that.

Put All Survey Responses Into Excel Automatically

SurveyMonkey has an add-on software that allows you to attach any survey to a Google Sheet and mechanically fill it in with the survey responses. But getting the similar knowledge into Excel calls for extra guide paintings: You have to wait till the survey closes and then export the responses to an Excel-compatible layout. Alternatively, you’ll use this Zap to replace an Excel sheet (as long as it lives in Microsoft OneForce) mechanically each time any individual completes your survey.

Related Content

Look for brand spanking new lists of our favourite Zaps every month, and see a few of our earlier lists, equivalent to:
Automate Your Slack Status Updates
Spend Less Time on Twitter
Manage Your Music and Podcasts

Photo by way of [photo credit TK]