Automate your customer satisfaction and NPS results using Alteryx to connect to the Survey Monkey API. The following Alteryx (http://www.alteryx.com/) macros can be used to connect systematically. Data pulls can be scheduled using the Alteryx scheduling component and integrated into reporting, such as Tableau, or saved to a data warehouse.
First create your Survey Monkey survey
Please note, the following workflow has only been tested for multiple choice questions. Additionally there are certain API limits enforced if you are using a free account and adjustments to this workflow may be required to utilize paid account functionality.
Next follow these steps to get developer API Access
Step 1: Create Mashery Account
Click here to create Mashery Account
Step 2: Obtain Keys for API Access
Click here to Obtain Keys for API Access
You will need
Mashery API user name: (aka. Client ID): This is your Mashery User Name.
Key (aka. API Key): This will be a long string of text generated by Mashery.
Secret (aka. Client Secret): This will also be a long string of text generated by Mashery.
Step 3: Test connectivity and Generate Client Access Token
Click here to view API Console
Select “Custom Application” from the drop down.
Enter the information from Step 2 using the “aka” field names to fill in the data in the screenshot below. This step is a bit confusing because the names on the Mashery site do not match the field names on the API Console. Click “Get Access Token” to obtain the access token.
Configure Alteryx to connect to the Survey Monkey API using Credentials obtained above
1. Enter Access Token obtained from the API Console
2. Enter API Key
3. Optionally change advanced settings
4. That’s it, click “Run Workflow” and view the results.
How it Works
The Survey Monkey example workflow contains the following parts:
[table id=1 /]
The example workflow has been configured for the following 4 API calls.
[table id=2 /]
Inside the SurveyMonkey Wrapper Macro
Inside the wrapper macro there is a call to each of the 4 API methods above.
Each of these require the following settings:
2. Set up the Basic settings
a. Select the API call
b. Enter Authorization Key (This is the word “bearer” followed by the access token)
c. Enter API Key
Once the data from Survey Monkey has been obtained it will need to be parsed into a usable format
1. In the example the first step is to parse and flatten the survey structure.
2. Next we parse and flatten the survey responses.
3. In the last step the survey responses are joined with the survey structure to create a unified view that clearly shows both the question and the answer.
By: Evan Schmidt
Posted by admin