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Note: SurveyMonkey integration is available for Enterprise Plan users only. See how to upgrade your plan here. As well as, you should subscribe to Advantage annual SurveyMonkey subscription plan.
1. What is SurveyMonkey?
SurveyMonkey is an online survey platform allowing you to design, send and analyze survey results. Surveys and questioners might be shared via various channels such as web links, email invitations, social media applications (Facebook, Twitter, and LinkedIn) and etc.
Note: Teamgate displays the data received by Email Invitation only.
SurveyMonkey and Teamgate integration allow you to see the survey results within the CRM. The SurveyMonkey block is located in the Lead and People cards.
Teamgate displays:
Survey template title;
Survey status (Completed, Created, Deleted);
The date and time.
Note: To see the results make sure that the email address is entered into a designated field. The results will be displayed by the first email address entered.
2. How to connect SurveyMonkey with Teamgate?
In order to integrate SurveyMonkey with Teamgate login to your SurveyMonkey account and Teamgate account.
2.1. Open your Teamgate account and navigate to Settings > Additional features > Integrations
2.2. Find the SurveyMonkey block and move the slider to the right.
2.3. Click Authorize. (Authorization will be successful if you have subscribed at least ADVANTAGE ANNUAL (SurveyMonkey subscription plan).
2.4. Select the surveys you want to be displayed in Teamgate and click "Confirm". You may select up to 3 surveys.
2.5. To change the surveys click the "configure settings" icon and select the surveys from the list.
2.6. SurveyMonkey is showing results when connected only.
3. How much does it cost?
In order to authorize SurveyMonkey integration, you must upgrade your SurveyMonkey account to at least ADVANTAGE ANNUAL plan. See the pricing policy here.