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MailChimp Survey Tutorial


Available to All Account Levels.

The MailChimp campaign allows you to distribute your project through your MailChimp.com account (free or paid) using a one-click integration from SurveyGizmo to generate a new email campaign within MailChimp. (See webinar video recording on SurveyGizmo & MailChimp Integration)

The Setup

Within SurveyGizmo

  • Create a SurveyGizmo and MailChimp account
  • Login to your SurveyGizmo account and select My Accounts in the top-right of your account
  • Select the Plugins
  • Scroll down to the MailChimp Integration section and check the box on the left to enable the integration, then enter your username and password to access your MailChimp account

    Enable MailChimp Integration  
  • Scroll up to the top and check the box to enable and display your SurveyGizmo API Key

    plugins.png  
  • Copy the API key that is displayed, then click Save Third Party Settings at the bottom of the page

Within MailChimp

  • Login to your MailChimp account in a new window
  • Click Account in the top-left and then choose Integrations from the list
  • Expand the SurveyGizmo item in the list and paste in the API key you copied earlier, finally clicking Connect. MailChimp-Integrations-Setup

The integration is now all set in both SurveyGizmo and MailChimp!

Create a new MailChimp Campaign

mailchimp.png

From the Publishing tab of your Launched project, start a new MailChimp Campaign by selecting the box under Add a new Link or Campaign.

Editing your MailChimp Campaign

Editing your MailChimp Campaign

(1) Change the name of the MailChimp Campaign
(2) Active links can be used, while Closed links will display the Close Message (10) when used
(3) Enterprise and Dedicated customers can switch to a Secure SLL encrypted link
(4) If you wish to keep the responses anonymous (default), leave the setting as Anonymous. However, if you switch to Display MailChimp Subscriber Info, SurveyGizmo will automatically capture the email address of the subscriber when they complete a response in the project and this data will be available in reporting and exporting.

Use Step 5 to Start the MailChimp Campaign in MailChimp

(5) Click the link to open a new window/tab in your browser to MailChimp.com, where you will be prompted to login and create your new email campaign.

 


(6) [optional] Set a quota or limit on the number of completed responses that may be collected with this MailChimp Campaign. Once the quota is met, the Close Message is displayed (10)
(7) [optional] These dates will effect the Status (2) of the project and outside of the Start and Stop dates and times, the MailChimp Campaign will display the Close Message (10)
(8) [optional] Anyone using this MailChimp Campaign will automatically have any URL Variables included with their response without being visible to the respondent
(9) The default Auto language will attempt to detect the language of the respondent's browser and display the project in that language, if available. A specific language can be chosen and forced for this MailChimp Campaign by selecting it from the drop-down menu

Building and Configuring your Campaign within MailChimp

  • Login to your MailChimp account
  • You will be presented with all the lists available in your account. Select the list segment you wish to use and click Next

    MailChimp-Choose-Campaign  
  • Now you can configure some of the options of your campaign. Click Next when you are done

    MailChimp-Configure-Campaign  
  • Click Save in the top-right and then click Next
  • The next page is the plain text version of the survey. Simply click Next
  • Double-check everything, and you are ready to send out your new campaign!

The Final Results

When respondents take your survey, SurveyGizmo will automatically capture the subscriber's email address as part of the survey. When viewing an individual response or exporting your results to csv/xls, you will be able to see their email address related to their response under a URL variable that has a label similar to mcemailaddress. In the exports, this will be a column of data. Good luck!

 

**For a Link to Version 2 Instructions**: http://www2.surveygizmo.com/survey-support/tutorials/mailchimp-integration-passing-subscriber-email-to-survey/#v2section

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