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Display SurveyMonkey metrics in Geckoboard using Make
Display SurveyMonkey metrics in Geckoboard using Make

Steps to pair with Datasets to display survey data from SurveyMonkey.

Updated over a week ago

Use Datasets and to display SurveyMonkey data on your Geckoboard dashboard. We'll make a new scenario in Make that connects both your SurveyMonkey and Geckoboard accounts before linking it to a new dataset.

Example SurveyMonkey widgets you can build with datasets in Geckoboard

Step 1: Create a new dataset in Geckoboard

We'll create a new dataset in Geckoboard that matches the required data types of a SurveyMonkey survey.

Note: If you're on a SurveyMonkey annual plan, you can capture the entire survey response. In our example, we'll capture the unique response ID and the submission date.

  1. In Geckoboard, add a new Datasets widget. On the connection panel, click Create new dataset.

  2. Give the dataset a name. Keep to lowercase letters, digits and no spaces. We don't support unicode characters in dataset or field names.

    Naming a new dataset in Geckoboard
  3. Now add the schema fields that correspond to the data types that make up the SurveyMonkey survey. Of the 7 types of fields we'll only need String for the survey response IDs and Datetime for when the survey responses were submitted.

    Adding dataset schema fields for Typeform in Geckoboard

    As your survey response ID field can make up a unique key, tick the Add to unique key checkbox. Learn more about using empty/null and unique key fields.

    Optional settings for new datasets fields in Geckoboard
  4. When you've finished configuring your fields, click Create dataset.

  5. With your dataset created, we'll switch to Make to connect our new dataset to a scenario.

Step 2: Create a Make scenario that connects SurveyMonkey to your dataset

We'll create a new scenario in Make that triggers when a new response to a SurveyMonkey survey is submitted and then sends the survey response data to a dataset.

  1. On your Make Dashboard, click the Create a new scenario button in the top-right corner.

  2. In the scenario editor screen, an empty module with a question mark will be displayed. Choose SurveyMonkey as the trigger app that will start your scenario.

  3. Choose the New Response Event module. This module is an instant trigger, which requires a webhook to execute the scenario immediately after the webhook URL receives a request.

  4. Click Create a webhook and give your connection a name.

    Create a webhook for SurveyMonkey in Make
  5. Add your SurveyMonkey account to Make. After you click the Continue button, Make will redirect you to the SurveyMonkey website, where you will be prompted to grant Make access to your account.

  6. For Event Type, keep the default 'A survey response is completed'.

  7. Select the Survey you want to trigger responses from, then click Save.

    Choose your SurveyMonkey survey from the list
  8. Now, click the right ear of the first module, and it will pop up a screen for you to add the next module. In this case, add Geckoboard's Send Record to Dataset module.

    Add another module to connect to your Make scenario
  9. Now, you will have to create a connection to Geckoboard. For this, you'll need to access your Geckoboard API key.

    Connect your Geckoboard account to Make
  10. Next, select your new dataset.

  11. Lastly, you will have to map the items that you want to send from SurveyMonkey to your dataset schema.

  12. Before the scenario is activated, you should test it. As our example is an instant trigger, we won't need to click the 'Run Once' button to run a test. Instead, we'd need to either wait for new survey responses or complete it ourselves to test it.

  13. You can also schedule how often your scenario will trigger by clicking the clock icon. Again, our example will trigger immediately as data arrives, so we won't need to schedule.

  14. To activate your scenario, switch the ON/OFF toggle to ON.

  15. Finally, we'll return to Geckoboard and add a new dataset widget.

Step 3: Add a new dataset widget in Geckoboard

With the survey response IDs and datetimes, you can quickly build visualizations that show the number of submissions, either as a total or charted over time.

Example SurveyMonkey widgets you can build with datasets in Geckoboard
  1. Switch to Geckoboard, click See dataset and select your new dataset from the list to start configuring your widget.

  2. Now you can configure your widget by selecting your visualization type, add status indicators for number and gauge visualizations, comparison metrics, goals, and any additional formatting information about the data displayed.

    Datasets default to a line chart, however, if your dataset does not contain date or datetime fields you won't see a line chart. You'll need to select another visualization type.

    To see a preview of your original dataset from the dataset options menu in the navigation bar.


    You'll also see a preview of the widget as you configure it. For more on configuring datasets widgets, see create visualizations from datasets.

  3. When your widget is ready, click Add to dashboard. Datasets widgets refresh automatically every 5 minutes, so you'll shortly see any new data added to your widget.

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