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MailChimp Integration: Passing Subscriber’s Email to your SurveyGizmo Survey
Version 3.x Instructions
Optional: Go to the SurveyGizmo version 2.x instructions
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 Account Settings in the top-right of your account
- Select the API tab
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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
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Scroll up to the top and check the box to enable and display your SurveyGizmo API Key
- 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.
The integration is now all set in both SurveyGizmo and MailChimp!
Create a new MailChimp Campaign
From the Publish 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
(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
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You will be presented with all the lists available in your account. Select the list segment you wish to use and click Next
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Now you can configure some of the options of your campaign. Click Next when you are done
- 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!
Version 2.x Instructions
The SurveyGizmo and MailChimp integration is a really simply way to send your survey out to your MailChimp subscriber list in a new email campaign. This tutorial will not only walk you through setting up that integration, but will also go one step further: Pass the email address of the subscriber to the survey response, so you can link the responses to the subscriber!
The Setup
Within SurveyGizmo
- Create a SurveyGizmo and MailChimp account
- Login to your SurveyGizmo account and select Account Settings in the top-right of your account
- Select the API tab
-
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
-
Scroll up to the top and check the box to enable and display your SurveyGizmo API Key
- 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.
The integration is now all set in both SurveyGizmo and MailChimp!
Publishing your SurveyGizmo Survey to a MailChimp Campaign
The next step is to create your survey within SurveyGizmo. You can create it from scratch, or use one of the survey templates we offer as a starting point. Once the survey is created, go to the Publish tab of the survey you created. If you have not yet, you need to Launch your survey (link on the Publish page if the survey is currently ‘in-design’).
Once the survey is launched, you will now see a yellow box with the MailChimp logo:
Click the link to be taken to MailChimp.
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
-
Now you can configure some of the options of your campaign. Click Next when you are done
- You will now be able to edit the HTML version of your email. Hover your mouse over the ‘Take the Survey’ area and you will see and EDIT appear in the top-right of the box. Click that to bring up the editor for that area.
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Click the Source button on the toolbar to bring up the HTML Source version of that area of your email
- You will now be adding the following text to the END of the survey link:
?email=*|URL:EMAIL|*
In the image below, the added text is highlighted in blue and underlined in green. The survey link (which will be slightly different each time) is underlined in red
- 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. In the exports, this will be a column of data for you. Good luck!
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Jan. 31