All Collections
Join It Automations
Overview of SurveyMonkey Automation
Overview of SurveyMonkey Automation

Send surveys to your Membership via SurveyMonkey

Mitch Colleran avatar
Written by Mitch Colleran
Updated this week

Join It has seamlessly integrated with SurveyMonkey, empowering Organizations to effortlessly collect feedback from their members. This collaboration enhances engagement and retention strategies by providing valuable insights.

Overview

Through this Automation, you can automatically trigger a SurveyMonkey survey to be sent to a member on two different triggers: 

  1. When a member joins your Organization

  2. When a member goes inactive with your Organization

Additionally, you can choose to have these triggers apply to members from all Membership Types -- or select members from only a specific Membership Type.

Triggers for each SurveyMonkey Automation

Send SurveyMonkey surveys to new members

One of the ways that you can set up your SurveyMonkey automation is to automatically send a survey when a member first joins your Organization (or otherwise becomes an active member).

This is a great tool for aggregating information across all of your members through SurveyMonkey's world-class data and analytics platform. And it's perfect for collecting data that might be valuable in aggregate -- but not necessary for being associated with each member record in your membership database, such as marketing questions like: "How did you hear about our Organization?". 

Send SurveyMonkey surveys to members that go inactive

Another way that you can setup your SurveyMonkey automation is to automatically send a survey when a member goes inactive with your Organization. 

This functionality enables Organizations to stay informed about member churn by collecting feedback that could potentially prevent members from going inactive in the future.

Frequently Asked Questions

Does SurveyMonkey require a paid account for this automation?

Yes, SurveyMonkey does require to have a paid account with them to be able to use this integration on their side.

How do I create a survey?

To learn more about creating a survey, here's a helpful link directly from SurveyMonkey that goes over step-by-step on creating a survey: https://help.surveymonkey.com/en/surveymonkey/create/creating-a-survey/


Did this answer your question?