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. Also you need to have Fuel Cycle account to be able to access platform and use Survey Monkey on the platform.

Connect your Survey Monkey account

  1. Login to your Fuel Cycle account
    • Click Exchange Tab from the dashboard
    • Find Survey Monkey application card and click configure

    • In order to configure, you need to connect your existing Survey Monkey Account with Fuel Cycle platform.

    • Authorize Fuel Cycle to allow connect to your Survey Account with the permissions needed.

  • After this you will be redirected to Survey Monkey login page to input your credentials to login to Survey Monkey Account.
  • After successful login you will be notified that you successfully connected your Survey Monkey account.

Once this is done you’ll see a button on Fuel Cycle dashboard to “Open SurveyMonkey” when you are logged into Fuel Cycle.

In case, you will decide to disconnect your account from Fuel Cycle platform. In that case, you will follow the following flow:

  1. Login to your Fuel Cycle account
    • Click Exchange Tab from the dashboard
    • Find Survey Monkey application card and click configure
    • And you will see “Disconnect” button, instead of previous “Connect you account” button.
    • Confirm you want to disconnect your account and you will get confirmation for that and account won’t be accessible further.

For information on creating and importing surveys, see the section called “Creating and Importing Surveys” below 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 January 6, 2021

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