SurveyMonkey

Last updated: August 19, 2026

While Rally's robust native screener and survey tools are available automatically, connecting your SurveyMonkey account to Rally allows your team to utilize different SurveyMonkey features and projects together with Rally.

Screeners and surveys

Build your screener or survey in SurveyMonkey and recruit participant through Rally studies to leverage more complex questions, map responses, automate and track outreach and participation, and close the loop with an incentive all in one place.

How does the SurveyMonkey integration work?

This integration is managed by the Rally UXR application in SurveyMonkey.

This integration requires a SurveyMonkey account with access to the "Custom Variables" and "Survey Redirect" paid features to work accordingly. Confirm that your SurveyMonkey plan provides access to these features before connecting your account with Rally by viewing the SurveyMonkey pricing page.

Required user permissions

Before setting up the SurveyMonkey integration, make sure you have the correct user permissions.

Rally permissions

Managing this requires the "Modify data integration settings" permission, which is included by default in the Admin, Ops Manager, and Developer/IT roles.

SurveyMonkey Permissions

The SurveyMonkey integration connection in Rally should be done by someone with a SurveyMonkey permissions level that allows full access to all SurveyMonkey surveys. This ensures that all SurveyMonkey surveys will be available in the dropdown when building a Rally Study or Panel using SurveyMonkey for the screener or survey.

Setting up the SurveyMonkey integration

  1. In the top left corner of Rally, select your workspace name and select Settings.

  2. From the sidebar, select Integrations.

  3. To the right of SurveyMonkey, select Connect and follow the steps.

The Rally application in SurveyMonkey requires the following permissions:

  • Create, Modify, and View Surveys

  • Create, Modify, and View Collectors

  • Create, Modify, and View Webhooks

  • View Responses

Using the SurveyMonkey integration in Rally

Now that you've connected your SurveyMonkey account to Rally, you're ready to use SurveyMonkey surveys in Rally studies.

Only SurveyMonkey surveys that the connecting user's SurveyMonkey account has access to will be available to use in Rally.

Use SurveyMonkey surveys in Rally studies

  1. In Rally, navigate to the Studies page and create a new study with a screener or survey.

  2. In the Screener or Survey section, select SurveyMonkey from the Survey Tool dropdown.

  3. From the SurveyMonkey Survey dropdown, select the correct SurveyMonkey survey.

  4. Select Preview near the top of the page to preview how the SurveyMonkey survey will appear to Participants in Rally. Select View Survey in SurveyMonkey to view or edit your SurveyMonkey survey.

  5. Finish filling in the rest of your study information.

Rally doesn't currently have qualification logic for SurveyMonkey, so every participant completing it will see the same survey ending set in the Survey setup of your Rally study setup. Rally can only show responses and update the person's status in Rally when a person completes a survey.

View SurveyMonkey survey responses

To view survey responses:

  1. In Rally, navigate to the study and select Screener Responses or Survey Responses from the sidepanel.

  2. Hover over a participant's name to select the three dots and select View Screener Responses or View Survey Responses to view individual participants' responses, or scroll to the right to see all participant responses simultaneously.

  3. When viewing a specific participant's responses, you can also view the responses in SurveyMonkey by selecting View Responses In SurveyMonkey.

Note: Not all SurveyMonkey question types are supported in Rally. See the FAQ below for the full list, or select View Response In SurveyMonkey to view everything.

FAQs

I responded to a SurveyMonkey survey using Rally, why is it not showing up in the responses tab?

It may take a few minutes for survey responses to flow from SurveyMonkey into Rally. Try refreshing the Screener responses page after a few minutes. If you still cannot see them, please contact us and we will take a look.

Why are some of my SurveyMonkey questions not displaying in the responses panel?

Currently, we do not support all SurveyMonkey question types in Rally. If you see a question that is not present in the responses panel, please click View Response In SurveyMonkey.

Why are some of my SurveyMonkey surveys not displaying in the dropdown?

The SurveyMonkey integration connection in Rally should be set up by someone with a SurveyMonkey permissions level that allows full access to all SurveyMonkey surveys for a seamless integration. If you are not seeing the expected number of surveys or are missing a survey in the dropdown when building a Study or Panel signup page, check the permissions level of the user that connected SurveyMonkey.

What SurveyMonkey question types are supported in Rally?

  • Text Input

  • Multiple Choice

  • Rating

  • Ranking

  • Slider

  • Email

  • NPS

  • Choice

  • Dropdown

  • Single and Multiple Textboxes

  • Toggle

  • Date / Time

Note: Responses to these question types will show in both Rally and SurveyMonkey.

What SurveyMonkey question types are NOT supported in Rally?

  • Best Worst Scale

  • File Upload

  • Image Choice

  • Click Map

  • Payment

  • Image

  • Text and Image A/B Test

  • Matrix of Dropdown Menus

Note: The integration will still work for unsupported question types, however the responses to those questions will not show in Rally and can be viewed in SurveyMonkey.