Get the integration! SurveyMonkey for Salesforce is an Enterprise add-on. Contact Sales or your Customer Success Manager (CSM). Limitation: The integration setup is only available in English.
If you use our SurveyMonkey for Salesforce integration, you can send reminder emails from Salesforce to encourage people to take your survey. You can create a custom object and flow to send a reminder email after a certain period of time.
This process works if you create your own mappings and use the Weblink Collector. These instructions won’t work if you use the managed package or create a SurveyMonkey Email Collector.
To send reminder emails from Salesforce, you need to:
Set up the following in Salesforce:
In SurveyMonkey, set up mappings to update an existing record when a response is submitted. Map the Response Created attribute from SurveyMonkey to the Sent Date field you created in Salesforce.
At the Deployment Options, create a Weblink Collector. Paste this into your email template in Salesforce.
Create a flow to send your survey email when a certain condition is met. This flow should also check the box to send a reminder email.
Once you set up your mappings, create a flow that sends your reminder email.
Before sending your survey, test all flows to make sure they’re working as expected.