How to Create an Integrated Survey?

What You’ll Learn

By the end of this lesson, you’ll be able to:

• Understand why integration is a crucial part of surveys.
• Learn about Embed & Widget in Surveys.
• Use Webhook to transfer data between applications.

1. Why is Integration important?

Integration is a crucial aspect of surveys as it enables seamless data collection and analysis across multiple platforms and systems. When surveys are integrated, data from different sources can be combined and analyzed together, providing a more comprehensive understanding of the respondents' opinions. Integration enables survey owners to make informed decisions quickly and accurately.

Integration with other tools and systems, such as CRM or marketing automation platforms, enables survey data to be used to inform targeted marketing campaigns, improve customer experiences, and drive business growth. By integrating surveys with other systems, survey owners can unlock new insights, streamline workflow, and make data-driven decisions that drive business success.

BlockSurvey takes Integration seriously. It allows you to integrate your surveys & forms with other platforms or applications. Three methods to integrate with BlockSurvey are listed below.

• Embed
• Widget
• Webhooks

2. Embed

BlockSurvey supports embedding surveys & forms directly on websites.

The good thing about this is visitors can complete the survey without leaving the website.

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

Read on to understand all customization possibilities available for Embed in BlockSurvey.

2.1. 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.

2.2. Method

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

• Embed

  Includes particular elements in the website.

• Inline Frame (Iframe)

  Includes the whole HTML document in a website.

2.3. Measure

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

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

2.4. Type

Embed can be done in the following ways.

• Full page
• Pop-up
• Slider

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

Learn about Widget in the next section.

3. Widget

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

Widgets increase user interaction and help gather timely feedback.

To access the widget, go to Survey Builder→Integrate→Widget.

The below sections inform you of the customization options available for the Widget.

3.1. Mode

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

• Conversational
• Classic
• Popup card

3.2. Shape

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

• Chat
• Circle
• Square

3.3. Position

The position of the widget is customizable to any of the following:

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

3.4. Variables

The following hidden variables can be set in the URL.

• ref | source | medium | result | responseID

3.5. Trigger

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

• Trigger when URL matches
• Trigger when the user scrolls certain %
• Trigger after a set number of seconds reaches

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

Learn about Webhooks in the next section.

4. Webhooks

Webhooks allow you to transfer data instantly between applications.

Webhooks help get real-time updates in your CRM and messaging tools on survey submissions.

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

4.1. More on Webhook

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

A webhook is an application that provides information in real time for other applications.

Webhooks are called by different names. A few are listed below.

• Reverse API
• Web Callback
• HTTP push API.

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

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

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

4.2. How to set up Webhook?

Below are the steps involved in setting up a 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.

4.3. Integration with Other Applications

Middleware Integrations include tools such as Zapier, Make, & IFTTT, which support "webhooks."

They help in consuming data, transforming data, and sending data to another application.

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

• Integrate with Pabbly
• Integrate with Zapier
• Integrate with Make

4.4. Cautionary Statement

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

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

Test Your Knowledge

Key Takeaways

• Embed surveys directly on Websites.
• Place the survey widget anywhere on a Website.
• Transfer data between applications with Webhook.

Congratulations! You have completed this lesson.