SurveyMonkey

Post SurveyMonkey Responses Automatically in Slack

Beta feature: The Connect tab and ability to automate Slack and SurveyMonkey is only available to some English customers within the US or CA data centers, at this time. 

Connect your SurveyMonkey account with Slack so you can automatically post survey responses in public or private Slack channels, in real time. You can set up the workflow so all responses post to Slack or set conditions based on a specific set of responses to target notifications and encourage the right people to take action.

Connecting SurveyMonkey to Slack is helpful for initiating action to follow up with customers or employees to improve trends based on their responses to your survey, or to share feedback to offer transparency to your team or just to the right people.

Automating responses in Slack is only possible for Complete responses

You can set up automations so survey responses post in Slack. 

To set up your survey to send Slack messages with your survey responses:

  1. Select a survey from My Surveys, Dashboard, or the new homepage
  2. From the Connect Apps tab, locate Slack under the Discovery tab.
  3. Select the Quick action, + Post to channel.
  4. Select Connect to link your SurveyMonkey account to Slack.
  5. Select Allow to give SurveyMonkey access to your Slack workspace.
  6. Search for the Slack Channel you want responses to post to.
  7. Enter an Optional Message to send along with the response in Slack to provide context. 
  8. (Optional) Select up to 5 questions to post a link to those individual responses within Slack. Select + Add data, select a question and Add it. Select Apply.
  9. Select whether to Include a link to the response on SurveyMonkey.
  10. (Optional) By default, all new responses will be shared in Slack. If you want to filter which survey responses are shared, select + Add filter by Send when.
    1. Select a question to base your filter on. 
    2. Update the filter options from the dropdown options. 
    3. Update the response options to include in your filter. 
    4. Select Save
    5. To add additional filters, select + Add another filter
    6. Select Apply filters
  11. Select Save and activate.

An overview of all Slack Quick actions you set up are available in the Manage tab under the Connect Apps tab. You can select the toggle to disable or enable an automation. Or, you can select to Edit action, Manage connection, or Delete an automation.

TIP! Feel free to create multiple workflows to deliver to various channels or use filters to customize the information getting sent to Slack.

  • Condition Limitations

Any new responses matching your Send when filter criteria post to your channels in real time. The message you set up displays and may have a link to view the individual response, which opens a Shared data page in a new tab.

You can view and manage your connected apps and actions from the Manage tab, under Connect Apps. You can Manage connections to either Reauthenticate, which refreshes your existing connection, or fully uninstall the Slack app by selecting Delete

You can also select the toggle to turn an action on or off, or click the to Edit action or Delete it permanently.