SurveyMonkey

Using a tool like SurveyMonkey for quizzes can be a great way to train users and make sure they are learning from your training.  Easily ask questions and walk them through the process.

Add Formstack Documents to the process and you can automatically populate documents with data from SurveyMonkey like scorecards, reports, and more.

In this example, we’re going to show you how to set up a quiz scorecard that will generate from each SurveyMonkey response and we’ll email it directly to the user.

To get started, we’re going to set up the template for our scorecard using a Word document.  Inside Word, we’re going to set up a section for each question, then we’re going to use merge fields that look like {$FavoriteColor}, {$Total_Days}, etc. 

Then we’re going to use “if” statements to display customized content based on the user responses.  Here’s an example if statement:

{if $FavoriteColor == “Red”}
Your favorite color is red and here’s why that’s special….
{elseif $FavoriteColor == “Blue”}
Blue is your favorite color and that tells us you like…
{/if}

Here’s what our document looks like:
 


Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, select Office Document as the document type and then pick the file from your computer.
 


After you’ve uploaded your template to Formstack Documents, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to produce a PDF and include the name of our survey user in the file name.
 


Next, we’re going to set up the delivery of our document so that it is automatically emailed directly to the user.  From the Deliver tab, click the Edit button under your default email delivery.  For the To address, select the merge field for your user’s email address.  If you don’t have an email field in your document, you can select <<Other>> from the dropdown then type in something like {$Email}.

Feel free to edit any of the other email settings.
 


Once you save the email delivery you are done with the setup process inside Formstack Documents and we’re ready to integrate with SurveyMonkey.  To help with the integration, we’re going to use our friends over at Zapier.

Inside Zapier, we’re going to set up a New Zap.  For the Trigger, select SurveyMonkey as the app and then New Survey Response as the trigger.
 


For the Action of our Zap, we’re going to choose Formstack Documents as the app, then Create Document Merge as the action.
 


Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account.  Go ahead and pick the Scorecard document that you just set up and Zapier will load a list of the merge fields in your template.

For each of the merge fields, you need to pick the corresponding fields from SurveyMonkey.  This tells Zapier how to send your survey data over to Formstack Documents so that it is populated in the correct spot on your document.
 


After you have matched up all of your merge fields, go and and save your Zap and then turn it on.  We’re ready for a test!  Open up your survey and then submit a new response.  Zapier will take the response data and send it over to Formstack Documents and your scorecard will be generated.

Here’s what our populated scorecard looked like:
 


Congrats, you’re all finished!  You can now automatically populate all kinds of documents from your SurveyMonkey surveys.  Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?
 

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