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Automação SurveyMonkey: 3 maneiras de otimizar suas pesquisas

By Wren Noble · December 13, 2023
favorite-zaps-surveymonkey primary img

You can't understand what your customers want if you don't ask them. Luckily, a survey app like SurveyMonkey makes it easy to write and share surveys with your audience. The information you gather with those surveys will help you understand and better serve your customers' needs so you can make data-driven and informed decisions.

Use surveys to conduct market research, determine your net promoter score, track customer satisfaction metrics, and evaluate customer satisfaction to improve your customer experience. Or share polls to gather information, evaluate attitudes, and encourage customer engagement by allowing them to share their thoughts.

That's a lot of opportunities, but it doesn't have to be a lot of work to take advantage of all of them. Automating SurveyMonkey with Zaps—Zapier's automated workflows—will help you better manage your data, keep your team more informed, and follow up faster with your customers. Here's how.

Novo no Zapier? É um software de automação de fluxo de trabalho que permite que você se concentre no que importa. Combine interfaces do usuário, tabelas de dados e lógica com milhares de aplicativos para criar e automatizar tudo o que você possa imaginar. Cadastre-se gratuitamente para usar este aplicativo e milhares de outros com o Zapier.

Índice

  • Track and archive survey responses in a spreadsheet

  • Send chat or email notifications

  • Connect SurveyMonkey to your mailing list

Para começar com um modelo Zap, como chamamos nossos fluxos de trabalho prontos, basta clicar no botão. Leva só alguns minutos para configurar. Leia mais sobre como configurar Zaps aqui.

Track and archive survey responses in a spreadsheet

SurveyMonkey makes great surveys. But its native features for storing survey responses are never going to be as capable as dedicated spreadsheet software. Spreadsheet tools like Google Sheets, Airtable, or Microsoft Excel let you sort, filter, organize, and, most importantly, use your data in more powerful ways. 

The problem is getting your data from SurveyMonkey into your spreadsheet of choice. Manually exporting responses or copy-and-pasting them into a spreadsheet is inefficient, especially if you manage a large volume of responses. It also introduces an element of human error that can reduce the accuracy of your data. 

Set up one of the workflows below to automatically transfer new survey responses into your spreadsheets. They run instantaneously when you receive a new form submission, so your data is always current. You'll also have an important backup data source for all past surveys, so they're always available for reference.

Adicionar novas respostas do SurveyMonkey às novas linhas do Planilhas Google

Adicionar novas respostas do SurveyMonkey às novas linhas do Planilhas Google
  • logotipo SurveyMonkey
  • logotipo Google Sheets
SurveyMonkey + Google Sheets

Adicionar novas respostas do SurveyMonkey às planilhas do Excel

Adicionar novas respostas do SurveyMonkey às planilhas do Excel
  • logotipo SurveyMonkey
  • logotipo Microsoft Excel
SurveyMonkey + Microsoft Excel

Crie linhas no Planilhas Google para novas notificações de respostas com respostas do SurveyMonkey

Crie linhas no Planilhas Google para novas notificações de respostas com respostas do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Google Sheets
SurveyMonkey + Google Sheets

Crie linhas no Planilhas Google para novas notificações de resposta no SurveyMonkey

Crie linhas no Planilhas Google para novas notificações de resposta no SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Google Sheets
SurveyMonkey + Google Sheets

Crie registros Airtable para novas respostas de pesquisas com respostas do SurveyMonkey

Crie registros Airtable para novas respostas de pesquisas com respostas do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Airtable
SurveyMonkey + Airtable

Send chat or email notifications

Constantly monitoring your SurveyMonkey account for new responses isn't the best use of your time. Instead, set up an automation to alert you or anyone else who needs to know when a new survey response has been submitted.

The beauty of notification automation is that you can customize it to suit you or your team's workflows. 

Mostly work out of your inbox? Automatically send emails with each new SurveyMonkey response directly to your inbox. 

You can also send emails to anyone else working on a project so they can take action on the survey results immediately, like if your customer service team needs to follow up on a critical issue.

E-mail com novas respostas da pesquisa SurveyMonkey

E-mail com novas respostas da pesquisa SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Email by Zapier
SurveyMonkey + Email by Zapier

Enviar e-mails do Zapier com novas notificações de resposta do SurveyMonkey

Enviar e-mails do Zapier com novas notificações de resposta do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Email by Zapier
SurveyMonkey + Email by Zapier

Enviar e-mail via Gmail para novas respostas do SurveyMonkey

Enviar e-mail via Gmail para novas respostas do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Gmail
SurveyMonkey + Gmail

Enviar e-mails do Microsoft Outlook para novas pesquisas com respostas do SurveyMonkey

Enviar e-mails do Microsoft Outlook para novas pesquisas com respostas do SurveyMonkey
  • logotipo SurveyMonkey
  • Logotipo do Microsoft Outlook
SurveyMonkey + Microsoft Outlook

If your project is more collaborative, you might want more team visibility into survey responses. Slack automations are incredibly helpful for doing this. Set up a dedicated Slack channel for a specific survey or project and automatically send all new survey responses to that channel where your team can see and discuss your data.

Compartilhe as respostas do SurveyMonkey no Slack

Compartilhe as respostas do SurveyMonkey no Slack
  • logotipo SurveyMonkey
  • logotipo Slack
SurveyMonkey + Slack

Enviar mensagens no canal do Slack para novas respostas de pesquisas do SurveyMonkey

Enviar mensagens no canal do Slack para novas respostas de pesquisas do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Slack
SurveyMonkey + Slack

Connect SurveyMonkey to your mailing list

Surveys are a great lead-generation tool. Don't let it go to waste! Use automation to effortlessly capture the contact info from SurveyMonkey responses and funnel it into your email marketing platform or CRM. 

When a customer enters their contact information in your survey, you can set up a workflow to add their email directly to your email marketing platform. This lets you follow up easily with any important responses, such as engaged leads or critical feedback. 

These workflows can also add respondents to your marketing campaign lists so they can stay engaged with your business, and you can continue to build that relationship. It's easy to segment respondent's emails by topic or survey so you can add them to dedicated lists based on their interests.

Just be sure to ask your survey respondents for permission before subscribing them!

Adicionar ou atualizar contatos do ActiveCampaign com novas respostas do SurveyMonkey

Adicionar ou atualizar contatos do ActiveCampaign com novas respostas do SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo ActiveCampaign
SurveyMonkey + ActiveCampaign

Adicionar novos respondentes do SurveyMonkey a uma lista de e-mails do Mailchimp

Adicionar novos respondentes do SurveyMonkey a uma lista de e-mails do Mailchimp
  • logotipo SurveyMonkey
  • logotipo Mailchimp
SurveyMonkey + Mailchimp

Add Constant Contacts for new responses on SurveyMonkey

Add Constant Contacts for new responses on SurveyMonkey
  • logotipo SurveyMonkey
  • logotipo Constant Contact
SurveyMonkey + Constant Contact

Turn survey responses into action

The most important thing about collecting customer data is how it can inform your decisions and next steps as a business or as a team. Survey responses don't do you any good if they're lingering in SurveyMonkey, not being read, or stuck in a format your team can't analyze and take action from.

Automating your survey tool and response data makes it easier to use customer data to fuel your actions. Spreadsheets let you analyze data in bulk, instant notifications keep you connected to your customers, and email outreach shows them you're listening. 

And this is just the start of what you can do with SurveyMonkey and Zapier. What will you automate first?

Leitura relacionada:

  • Advanced ways to automate your forms and surveys

  • Take your survey technique to the next level with automation

  • Acompanhe os formulários de contato mais rapidamente com automação

This article was originally published in December 2018, written by Jill Duffy. It was most recently updated by Wren Noble in December 2023.

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