Integration Of Surveys

When application execute in silos, they don’t reach their maximum potential. When there is a transfer of data and interaction between applications, it does much good.

BlockSurvey takes Integration seriously. It allows you to integrate your surveys & forms with other platforms or applications.

Three methods to integrate in BlockSurvey are listed below.

• Embed
• Widget
• Webhooks

First, let’s look how Embed works

1. Embed

BlockSurvey supports embedding surveys & forms directly on websites.

The good thing about this is visitor can fill out the survey without leaving the website.

To embed surveys, go to survey Builder→Integrate→Embed.

The below sections should give you an idea of all customization possibilities available for Embed in BlockSurvey.

1.1. View

Embed can be presented in any of the following views offered by BlockSurvey.

• One question at a time

  One question is presented at a time

• Classic

  All questions are presented on a single screen

• Conversational

  This is more like a Chatbot like conversation.

1.2. Method

Surveys can be included in the following 2 methods on the website.

• Embed

  Includes particular elements to the website.

• Inline Frame (Iframe)

  Includes whole HTML document into a website.

1.3. Measure

The width and height of the embed can be changed under following measurements.

• Percentage (%)
• Pixels (px)
• Viewport height (vh)

1.4. Type

Embed can be done in the following way besides customization.

• Full page
• Pop up
• Slider

BlockSurvey provides option to preview the embed. If you are happy with the preview, all you need to do is just copy the generated code and include it in your website.

Let’s move on learn about Widget.

2. Widget

You can integrate a widget and place it anywhere on your website to collect valuable feedback.

Widgets increases user interaction and helps gather timely feedback.

To access widget, go to survey Builder→Integrate→Widget.

Below sections informs you the customization options available for Widget.

2.1. Mode

The widget can be displayed in any of the following 3 modes.

• Conversational
• Classic
• Popup card

2.2. Shape

The widget can be customized to any of the following 3 shapes.

• Chat
• Circle
• Square

2.3. Position

The position of the widget is customizable into any of the following.

• Bottom Right or Bottom Left
• Middle Right or Middle Left
• Top Right or Top Left

2.4. Variables

The following hidden variables can be set in the URL.

• ref | source | medium | result | responseID

2.5. Trigger

Usually widgets are opened when clicked. Besides widgets are also set to trigger automatically based on certain conditions. The widget can be triggered the following 3 ways.

• Trigger when URL matches
• Trigger when user scrolls certain %
• Trigger when certain seconds reaches

Just like Embed, Widget has preview option and code generation. Similarly, you can copy the generated code and include in your webpage.

Let’s look into Webhooks now.

3. Webhooks

Webhooks allow you to transfer data instantly between applications.

Webhooks helps get real-time update in your CRM and messaging tools on survey submissions.

To access Webhooks, go to survey Builder→Integrate→Webhooks.

3.1. More on Webhook

Today, webhooks are an extremely efficient and convenient way of handling real-time events.

A webhook is an application to provide information in real time for other applications.

Webhooks are called with different names. Few are listed below.

• Reverse API
• Web Callback
• HTTP push API.

In traditional APIs, the consumer will frequently ask the API to get new data. This process is known as Pulling.

With Webhook, the provider will push the data to you when an event occurs. Rather than the consumer pulling it. This is why webhooks are called Reverse APIs.

Today, for both the data provider and the data consumer, webhooks facilitate efficient data transfer.

3.2. How to setup Webhook?

Below are the steps involved in setting up Webhook.

• First, open your form/survey and go to the Integrate tab.
• Select Webhooks and click Add New Webhook.
• Add a Name and Webhook URL.
• Send a test request to see if the service receives it. If everything looks good, save it.
• Finally, turn ON the status.
• From now on, any new form submission will send a copy of the data to the Webhook URL.

3.3. Integration with Other Applications

Middleware Integrations include tools such as Zapier, Integromat, IFTTT, Pabbly, Integrately and any other tool which supports "webhooks".

They help in consuming data, transform data and send data to another application.

Below are few docs explaining how to Integrate BlockSurvey and other applications.

• Integrate with Pabbly
• Integrate with Zapier
• Integrate with Integromat

3.4. Cautionary Statement

Data sent via webhooks is not encrypted and is sent in plain text for consumption by a third-party platform. I strongly recommend that you do not send sensitive data outside of BlockSurvey.

Please obtain consent from your respondents if webhooks are being used.

Test your knowledge of ‘Survey Integration’

Concluding Thoughts

In this module, we looked into integration methods like Embed, Widget, & Webhooks. I covered various customization options provided by Embed and Widget. I explained Webhook and covered how to create a webhook.

This module should have prepared you to start experimenting with Integration and use it in real time.

Finally, Integrating BlockSurvey into your platforms ensures efficiency and effectiveness in collecting and utilizing data. Whether you're looking to provide a seamless user experience on your website or automate your workflow, BlockSurvey’s integration features have got you covered.

Feel free to refer BlockSurvey Help Documents for Integration.

Happy Surveying!