To use SurveyMonkey with TapResearch, you will need a Platinum account. This level currently costs $1020/yr (https://www.surveymonkey.com/pricing/upgrade/). If you need a one-off survey finished or do not want to upgrade, please contact us at projectmanagement@tapresearch.com. Our internal survey tool may be a fit.


After creating your survey in SurveyMonkey, perform the following steps:

  1. From the SurveyMonkey dashboard, head to the "Design Survey" tab, select "Logic", then "Custom Variable". 

2) Set Variable Name to "tid" and Label to "transaction ID"

3) Go to the "Collect Responses" tab, select "Add New Collector", then select "Web Link Collector" from the drop-down. 

4) A web link will be generated. Now, select "Show Advanced Options".

5) Return to TapResearch and within the campaign, copy the "Disqualification" and "Success" Redirect URLs. These redirects can be found in the URL section and are specific to your customer account.

6) Return to SurveyMonkey and add the redirects to the Custom Survey End Page and to Custom Disqualification (Applicable only if you have disqualifying questions within your survey).
 

Under "Custom Disqualification", Add the "Disqualified" Redirect from TapResearch

Under "Survey End Page", Add the "Success" Redirect from TapResearch

7) Head to the top of the current page, then select "Copy" next to the Web Link

8) Return to TapResearch and within the campaign, navigate to the "URL" section. Paste the link copied from SurveyMonkey into both the "Test URL" and "Live URL" sections and then replace "[tid_value]" with "{id}" in both links. 

9) You are now ready to test the survey. 

  • Click on the "Test" button, then you will see a pop-up with a URL in the center of the screen. Click on that URL to enter your survey (you may need to allow pop-ups from TapResearch).
  • If you have Disqualification logic in place, attempt to trigger that disqualification logic by selecting an answer which should disqualify you from the survey. If everything is in place correctly, you will be redirected to the following screen:
  • Attempt to test your survey from start to finish and upon reaching the end of the survey, you may see your "Thank you" or end page briefly. Then you will be redirected to the following page:

Congratulations! If you were able to see both of these pages correctly, your project is ready to launch.

 

For more details from SurveyMonkey, see their help article: https://help.surveymonkey.com/articles/en_US/kb/What-are-the-Survey-Completion-options

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