While Rally's robust native Screener and Survey tools are available automatically, connecting your SurveyMonkey account to Rally can unlock additional use cases, allowing your team to utilize different SurveyMonkey features and projects together with Rally.
Screening with SurveyMonkey
Build your Screener in SurveyMonkey and send it out through Rally to leverage more complex Screener questions and track Study sign-ups in Rally.
Survey Studies with SurveyMonkey
Build your Survey in SurveyMonkey and recruit your Participants through Rally to automate and track outreach and participation, and close the loop with an incentive in Rally.
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 Permissions
Before configuring your SurveyMonkey Integration with Rally, ensure you have the correct user permissions.
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.
Rally Permissions
🚨 Connecting SurveyMonkey requires an Ops Manager, Developer, or Super Admin role type in Rally.
Set Up the SurveyMonkey Integration
After you have the correct User Permissions, you can set up your SurveyMonkey integration with Rally.
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Connected Apps'.
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
Use 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.
Use SurveyMonkey Surveys in Rally Studies
In Rally, navigate to the Studies page and create a new Study with a Screener or Survey.
In the Screener or Survey section, select 'SurveyMonkey' from the Survey Tool dropdown.
From the SurveyMonkey Survey dropdown, select the correct SurveyMonkey survey.
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.
Finish filling in the rest of your Study information.
Voila! You now have a Rally Study with a Survey powered by SurveyMonkey that can be shared with Participants.
View SurveyMonkey Survey Responses
Now that you have a Study with a SurveyMonkey survey, you can share the link to the Study landing page with your Participants and prospects and gather some responses. To view the responses follow these steps:
In Rally, navigate to the Study and select 'Screener Responses or 'Survey Responses' from the sidepanel.
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.
When viewing a specific Participant's responses, you can also view the responses in SurveyMonkey by selecting 'View Responses In SurveyMonkey'.
💡 Currently, we do not support all SurveyMonkey question types in Rally. If any questions are not present in the responses panel, follow the steps above and select 'View Response In SurveyMonkey' to view all your questions and responses.
SurveyMonkey FAQ
ℹ️ 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.
ℹ️ 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'.
ℹ️ 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
ℹ️ 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