5 Replies Latest reply on Jan 24, 2018 1:08 PM by Veronica Holmes

    Survey Integration Tools

    Lisa Dmytro

      Does anyone know of any good survey tools that integrate with Marketo?  We currently use Survey Monkey but want to be able to add scoring to our Marketo programs for people attending events like webinars and tradeshows that fill out surveys for additional sales and marketing follow ups.

       

      Any insight would be appreciated.

        • Re: Survey Integration Tools
          Andy Caron

          Hi Lisa,

          You can either use a survey provider OR you can build the survey in Marketo. A unique form for the survey can be used inside of Marketo, giving you full transparency to their answers. I'll provide more details below. Alternatively, here are some survey providers, many of whom have robust integrations with Marketo:

          Decidedly
          getfeedback.com
          Delighted
          AskNicely
          promoter.io

          Survicate

          I personally like Survicate, but one of the others might be a better fit for you. Let me know which direction you end up going in.

           

          Building out survey's directly in Marketo:
          Create Survey_Temp fields for your answers. This allows you to re-use.Example:

          Survey_Temp01

          Survey_Temp02

          Survey_Temp03

           

          Create a score field for Surveys"

          Survey Score

           

          Add your survey fields to a form. Change the label, field type, display and system values for fields that are pick lists and place on your page.

           

          Set up your smart campaigns to listen and respond. A trigger campaign "Fills out Form" should give you what you need. Add a Webpage constraint if you're going to use the form in multiple places.

          Your flow step would then look something like this:

          Please ignore "Person Score", but you get the idea. Use your Survey Score to rank final results across multiple questions, send triggered emails based on results, add to lists, etc. Use the token values of these fields to write into a single notes field. Change Data Value: Notes: Question 1: {{lead.survey_temp01}},  Question 2: {{lead.survey_temp02}},  Question 3: {{lead.survey_temp03}}

          You can also use a second smart campaign to change their program status based on the survey score. Finally NULL out all values used so that you can use all the fields again.

          Screen Shot 2017-09-18 at 4.24.40 PM.png

          • Re: Survey Integration Tools
            Veronica Holmes

            Hi Lisa

            I (literally) wrote a long paper on how Marketo and Survey Monkey integrate with campaign examples including using specific survey responses in lead scoring programs - there is an integration tool out there that Survey Monkey sells but it isn't cheap. If you do invest in it, drop me a private message and I'd be happy to share my Survey Monkey integration and campaigns guide with you (or anyone).

            1 of 1 people found this helpful
            • Re: Survey Integration Tools
              Robb Barrett PRD

              If it's not for analytic purposes and more for informing Sales, this is where having temp fields in your database can be very useful.  My company has 20 temp fields that can be used for anything and we have a batched workflow that clears them after 30 minutes of inactivity. During that 30 minutes, you can have a workflow that writes the responses into a note field, such as:

               

              {{system.datetime}} {{program.name}} -

              Did you like the webinar? {{my.Temp Field 1}}

              What would you like to see in future webinars? {{my.Temp Field 2}}