Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

Madison_Lundqui
Level 3

Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

I am looking to understand how/if other organizations integrate survey participation into Marketo.

 

Currently we use a third-party survey platform, but we are hoping to automatically have survey participation logged in Marketo via interesting moments, as well as have a two-way flow of unsubscribe data. For example, someone can unsubscribe via our survey platform, and those unsubscribes must be manually imported/update in Marketo. And when our survey team wants to send out a survey to our audience via the survey platform email distribution, they must manually check the unsubscribe lists in our CRM before distributing the survey....

 

Both of these seem like manual processes that should have a way to be automated...either via APIs, webhooks, etc. 

 

If anyone has any insights or suggestions to offer, they'd be greatly appreciated!

Maddy Lundquist, MCE
Marketing Automation Specialist | APQC
4 REPLIES 4
SanfordWhiteman
Level 10 - Community Moderator

Re: Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

Well, you can't create Interesting Moments directly via API. So that's out. Custom Activities and/or Custom Objects, sure. You need to tell us what platform you're using to get a fuller answer.

Madison_Lundqui
Level 3

Re: Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

We are currently using Qualtrics but evaluating other survey platforms as well.

Maddy Lundquist, MCE
Marketing Automation Specialist | APQC
SanfordWhiteman
Level 10 - Community Moderator

Re: Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

SurveyMonkey has a well-thought-out Marketo integration. that works as advertised, as does Qualtrics.

 

Of course these integrations assume you want the survey data too, but they can be used for just "did they take a survey" and for lead fields.

 

Any survey service that has an outbound API (i.e. webhooks/event subscriptions) can be readily integrated using Marketo's REST API.

Michael_Florin
Level 10

Re: Survey Platform Integrations - not for survey questions; just unsubscribe status and participation interesting moments

Qualtrics participation to Marketo Interesting Moments should work fine via standard integration. Have Qualtrics create a Custom Activity once the survey is finished and then create the IM from Marketo through a Smart Campaign.

 

Regarding subscription just one thought: Are you sure you want to send survey emails from Qualtrics? I think there are many advantages to using Marketo for this. Brand consistency, sender domains e.g., and the integration makes this process pretty easy. If you did that, Qualtrics doesn't need to be concerned with the subscription status of a person, and Marketo would be the single source of truth. I'd recommend thinking in that direction.