SurveyMonkey

The SurveyMonkey integration brings survey results into your client work. Ask how Contoso customers rated price fairness, what share chose each option on a question, or which comments mention own-brand products, and Hebno answers from SurveyMonkey with each survey and response cited. When a request implies a new survey, such as a follow-up questionnaire for a second wave, Hebno shows a confirmation card and creates a draft survey in SurveyMonkey only after you confirm.

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At a glance

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Before you start

You need:

• A SurveyMonkey account that owns the surveys, or a team account where the surveys are shared with you.
• An allowed integration. An owner or admin sets SurveyMonkey to Allow under Admin → Connectors → Catalogue.
• Approval from your SurveyMonkey primary admin if your team restricts which apps members can connect.

Hebno requests these SurveyMonkey scopes: Accounts stored in the SurveyMonkey EU or Canada data centres connect in the same way. Hebno reads from the data centre your account belongs to.

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Connect SurveyMonkey

Hebno reads and writes with your own permissions, so you see only the surveys and responses that you can open in SurveyMonkey. Tokens are encrypted at rest. Select Disconnect at any time, or ask an admin to revoke the connection under Admin → Connectors → Connections.

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What Hebno reads

Reads are live. Hebno queries SurveyMonkey when a request needs it. Rollups come from SurveyMonkey as they are at the time of the request, so totals match the Analyze Results page without filters. For filtered or cross-tabulated answers, Hebno reads the responses and says how many it counted. Only what a reply used is stored with the conversation as its sources.

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What Hebno writes

Every write appears first as a confirmation card. You can change any field before you select Confirm. Hebno creates the survey without a collector, so it collects no responses until a person adds a collector in SurveyMonkey. Hebno never creates or opens collectors, sends survey invitations, edits an existing survey, or deletes surveys or responses. The survey is created in your SurveyMonkey account, so SurveyMonkey shows you as its owner.

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Link a project to a survey

Linking marks which SurveyMonkey surveys belong to an engagement, so you can ask “what did shoppers say?” without naming the survey.

1. Open the project and select Brain.
2. Under Linked records, select Link record, then SurveyMonkey.
3. Search by survey title and select it. Repeat for each survey in the engagement.

In chats tagged to the project, Hebno starts with the linked surveys for any survey or respondent question, and cards for new surveys default to the same folder. See Linked records.

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Use SurveyMonkey in chat

• Attach: open the + menu, choose Sources → SurveyMonkey, and pick a survey, its responses or a question’s rollup. Or type / and choose SurveyMonkey.
• Ask: name the survey, client or question in your request. For example:

  Summarise the Contoso shopper survey: the rollup for price fairness, the top three reasons for switching stores, and quotes that support each.

  Compare answers to the own-brand question between respondents who shop weekly and those who shop monthly.

  Create a draft wave 2 survey with the same questions as wave 1, plus one about the new loyalty offer.

• Research runs show a Checking SurveyMonkey step, with a chip for each survey and rollup it read.
• Agents can read SurveyMonkey on a schedule, for example a daily response count while a collector is open. Writes an agent proposes appear in agent approvals for review.

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Troubleshooting

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Related

• How integrations work
• Permissions and access
• Linked records
• Typeform
• Qualtrics