ExactTarget Integration
Version 3.x Instructions
Optional: Go to the SurveyGizmo version 2.x instructions
IMPORTANT: Make sure API access is enabled in your ExactTarget account first. If you don't know if it's enabled, it probably isn't. Call ExactTarget at 866-558-9823 and ask the fine folks there to please enable it.
From the Accounts » API tab, you just need to supply SurveyGizmo with an ExactTarget username and password to access your account. Here's a screen shot:
Once you add that username/password, a new actions will appear for use in your surveys when you click Add action in the survey editor. Once you select the ExactTarget action's radio button, there will be two action modes available:
The Pull action let you pull contacts out of ExactTarget and populate survey questions from attributes in your ExactTarget account. The Push action lets you add and/or update subscribers to any list (including unsub) and set custom attributes.
Example 1: Format an ExactTarget email to pass information to SurveyGizmo
In order to tell SurveyGizmo how to get information from ExactTarget, you need to pass the ExactTarget subscriber's email address. Specifically, we need to create a link to the SurveyGizmo survey that includes a URL parameter, then merge in the personalization code from ExactTarget.
The screen shot below comes from the ExactTarget email editor. Notice the yellow highlight? That's where we've- created a URL parameter called etemail and
- specified that the ExactTarget Email Address should be merged in using the merge code %%emailaddr%%
When the recipient clicks on this url, s/he is essentially telling SurveyGizmo "I received this message from ExactTarget and my email address is _________." You can use any parameter name, but they must match in both ExactTarget and SurveyGizmo, which we'll show you next).
Example 2: Lookup information in your ExactTarget email list
Next, now that we've passed the email address via a link, we can turn to SurveyGizmo's ExactTarget Pull action to fill in survey data from the ExactTarget database. We reached this screen by clicking Add Action at the top of survey editor, selecting the ExactTarget action, selecting the ExactTarget Pull Action Mode, then naming it "ExactTarget subscriber lookup" and clicking the "Add Action" button at the bottom.
As you can see, it's very simple to pull data from ExactTarget and map it to questions in your survey. You simply select the URL Variable option from the dropdown menu under Get ExactTarget Subscriber (by Email) (3), input the URL parameter that contains the ExactTarget Email Address, which we specified in the example above. We named the parameter etemail. You can use any parameter name, but they must match in both ExactTarget and SurveyGizmo.
NOTE: Make sure you put the lookup before any survey questions that will use the data. Otherwise the ExactTarget data will not be available when rendering the questions.
Example 3: Push information from SurveyGizmo to ExactTarget
This example shows how to push information into ExactTarget. As above, we got here by clicking Add Action in the survey editor, but instead use the ExactTarget Push Action Mode.
NOTE: Because a form submission is necessary to initiate the call to ExactTarget's API, ExactTarget Triggers only work on the second page or later.
Since our goal here is to add a survey responder to an ExactTarget list, we simply need to specify which question captures the email address (3), then specify which list (4).
Optionally, you can populate that subscriber's profile with other data collected in the survey by matching questions in SurveyGizmo to ExactTarget Attributes:
Version 2.x Instructions
We've been getting a lot of interest lately in our ExactTarget module, which is basically just an ExactTarget-specific implementation of our API.
Our ET Integration is in the form of an Integration Module that uses ET's XML API. It's all encapsulated so you don't need to do any coding.
IMPORTANT: Make sure API access is enabled in your ExactTarget account first. If you don't know if it's enabled, it probably isn't. Call ExactTarget at 866-558-9823 and ask the fine folks there to please enable it.
From the Accounts » API tab, you just need to supply SurveyGizmo with an ExactTarget username and password to access your account. Here's a screen shot:
Once you add that username/password, two new actions will appear for use in your surveys when you click Add actions in the survey editor: ExactTarget Lookup and ExactTarget Trigger.
The Lookup action let you pull contacts out of ExactTarget and populate survey questions from attributes in your ExactTarget account. The Trigger action lets you add and/or update subscribers to any list (including unsub) and set custom attributes. You can also trigger single-send emails with this trigger from content in your ET Library.
Example 1: Format an ExactTarget email to pass information to SurveyGizmo
In order to tell SurveyGizmo how to get information from ExactTarget, you need to pass the ExactTarget SubscriberID. Specifically, we need to create a link to the SurveyGizmo survey that includes a URL parameter, then merge in the SubscriberID from ExactTarget.
The screen shot below comes from the ExactTarget email editor. Notice the pink highlight? That's where we've- created a URL parameter called etsubid and
- specified that the ExactTarget SubscriberID should be merged in using the merge code %%SubscriberID%%
When the recipient clicks on this url, s/he is essentially telling SurveyGizmo "I received this message from ExactTarget and my subscriber ID is _________." You can use any parameter name, but they must match in both ExactTarget and SurveyGizmo, which we'll show you next).
Example 2: Lookup information in your ExactTarget email list
Next, now that we've passed the SubscriberID via a link, we can turn to SurveyGizmo's lookup action to fill in survey data from the ExactTarget database. We reached this screen by clicking Add Action at the top of survey editor, selecting ExactTarget Lookup under 3rd Party Actions, then naming it "ExactTarget subscriber lookup" and clicking the "Add Actions" button at the bottom.
As you can see, it's very simple to pull data from ExactTarget and map it to questions in your survey. You simply input the URL parameter that contains the ExactTarget SubscriberID, which we specified in the example above. We named the parameter etsubid. You can use any parameter name, but they must match in both ExactTarget and SurveyGizmo.
NOTE: Make sure you put the lookup before any survey questions that will use the data. Otherwise the ExactTarget data will not be available when rendering the questions.
Example 3: Push information from SurveyGizmo to ExactTarget
This example shows how to push information into ExactTarget. As above, we got here by clicking Add Action in the survey editor, but instead chose ExactTarget Trigger in the 3rd Party Actions section.
NOTE: Because a form submission is necessary to initiate the call to ExactTarget's API, ExactTarget Triggers only work on the second page or later.
Since our goal here is to add a survey responder to an ExactTarget list, we simply need to specify which question captures the email address and other custom fields, which list to add them to (and which question triggers the add), and optionally the ID of an ExactTarget email to send the subscriber, such as a personalized email that thanks them for joining the list.
