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Klips: Creating SurveyMonkey data sources

Updated

Ready to get the most from your survey data? Get started by setting up a connection between Klipfolio Klips and your SurveyMonkey data and adding some data sources.

When you're finished adding SurveyMonkey data sources, you'll use them to power your custom Klips.

This article includes:

Connecting to your SurveyMonkey data

Here are a few things to note about connecting Klipfolio to your SurveyMonkey data:

You'll need access to a paid Survey Monkey account. To connect to Klipfolio, you'll need to use a paid SurveyMonkey account.

Your data is safe with us. The first time you connect your SurveyMonkey data to Klipfolio, you'll be prompted to sign in to SurveyMonkey and give permission to allow Klipfolio to securely access data within your SurveyMonkey account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname@SurveyMonkey <date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections.

You can use and reuse the same account connection every time you connect to SurveyMonkey. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.

Adding a SurveyMonkey pre-built data source

Our pre-built data sources focus on the most sought-after SurveyMonkey data. Either use them as complete solutions or as starting points for custom building.

To add a SurveyMonkey pre-built data source:

  1. Click the + beside Data Sources in the left navigation sidebar.

If you don’t see the option above, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > Create a New Data Source.

  1. On the Where is your data? page, select SurveyMonkey.
  2. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
  3. If this is your first time connecting to SurveyMonkey:
    • Click Connect an account. Enter your SurveyMonkey login credentials and click Log in. If prompted, click Authorize to enable Klipfolio to securely access your SurveyMonkey data. When the Name new connection dialog opens, you can optionally change the connection's name. Click Apply. Click Continue.
  4. If you have connected with SurveyMonkey before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  5. On the Configure your data source page, at Survey, select your Survey ID from the drop-down list.
  6. Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.
  7. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources. Note: SurveyMonkey returns JSON formatted data. Learn how to model JSON data.
  8. Click Continue.
  9. Name, choose refresh settings, and, optionally, share your data source.
  10. Click Save.

If you clicked Switch to Custom settings:

  1. On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Choose a pre-built or custom connection page.
  2. Click Get data.
  3. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources. Note: SurveyMonkey returns JSON formatted data. Learn how to model JSON data.
  4. Click Continue.
  5. Name, choose refresh settings, and, optionally, share your data source.
  6. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Adding a SurveyMonkey custom data source

Need a unique set of data? When our pre-built data sources don't include exactly what you're looking for, create your own custom data source. You can either use a pre-built data source query as a base or write your own queries from scratch.

When creating a custom SurveyMonkey data source, you may need to enter your Survey ID into a specific spot in the query.

To find your Survey ID:

  1. Refer to the steps above for adding a pre-built SurveyMonkey data source.
  2. On the Choose a pre-built or custom connection, select the Trends pre-built data source.
  3. Select the account you want to access and click Continue.
  4. On the Configure your data source page, click Switch to Custom settings.
  5. At Query URL, your Survey ID displays between "surveys" and "trends". (See below for an example.)

To add a SurveyMonkey custom data source:

  1. Click the + beside Data Sources in the left navigation sidebar.

If you don’t see the option above, go to the bottom of the left navigation sidebar and click your Account Name > Data Sources > Create a New Data Source.

  1. On the Where is your data? page, select SurveyMonkey.
  2. On the Choose a pre-built or custom connection page, click Create a custom SurveyMonkey data source.
  3. If this is your first time connecting to SurveyMonkey:
    • Click Connect an account. Enter your SurveyMonkey login credentials and click Log in. If prompted, click Authorize to enable Klipfolio to securely access your SurveyMonkey data. When the Name new connection dialog opens, you can optionally change the connection's name. Click Apply. Click Continue.
  4. If you have connected with SurveyMonkey before:
    • Select an existing connection (token) from the drop-down list and click Continue.
  5. On the Configure your data source page, adjust the Query URL to replace any generic placeholder query information with your own. For example, replace <surveyID> with your own SurveyMonkey survey ID.
  6. Edit the Query URL to return the data you need. Refer to the SurveyMonkey API documentation for details.
  7. Click Get data.
  8. Ensure this is the data you’re looking for. Then, optionally select the checkbox to Model your data. Learn more about modelling data sources. Note: SurveyMonkey returns JSON formatted data. Learn how to model JSON data.
  9. Click Continue.
  10. Name, choose refresh settings, and, optionally, share your data source.
  11. Click Save.

The data source is added to your account and is ready to use for custom Klips. You can see all your data sources in your Data Source Library, accessed by clicking Data Sources in the left navigation sidebar.

Custom building: About APIs and queries

Want to learn more about custom building? This section is for you. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

Klipfolio API's 101

If you need help using APIs, ask a data analyst or developer.

Refer to the SurveyMonkey API documentation to discover more data requests.

See the reference table below for API related information and sample queries.

API Documentation SurveyMonkey API documentation
Authentication Method OAuth Token Authentication
Response Format JSON
Sample Queries

Completed survey responses rollups (last 30 days):

https://api.surveymonkey.net/v3/surveys/<yourSurveyID>/rollups?status=completed&start_created_at={date.add(-29).format()}&end_created_at={date.today.format()}

Trends:

https://api.surveymonkey.net/v3/surveys/<yourSurveyID>/trends

Next steps

Great! You've connected to your SurveyMonkey data and created one (or more) data sources. Now you're ready to use those data sources in custom Klips. Up next - Build Klips and dashboards

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