Survey Monkey + Plum by Xoxoday

Integrate SurveyMonkey with Xoxoday Plum to send a gift card to respondents on SurveyMonkey.

Benefits of this integration

  • Saves time – Seamless and automated workflow triggered by just a few clicks.
  • No human intervention or Technical support needed - No code workflow set-up with step-by-step walkthrough.
  • Ease of workflow creation improves Customer Experience.
  • Provides a hassle-free method for organizations to reward and recognize people.
  • Instant Rewarding/Gratification - Provides a sense of fulfilment for the user on completion of a particular task, leaving behind a good taste of the application or platform used.

To integrate SurveyMonkey with Zapier follow the following steps:

  1. Create a Zap workflow by first choosing any online app (HubSpot, Salesforce, SurveyMonkey, Slack, Google sheets, SurveySparrow, etc.) and then choose a trigger, such as ‘when a survey submission is completed by the user’. Test the trigger to Find data.
  2. Next, pick Xoxoday Plum as the Action application to send rewards in the form of e-gift cards automatically as a response to the Trigger.
  1. Sign into the Trigger App. Next, to sign into the Action App, complete the self-serve set-up of Xoxoday Plum. Below are the steps to register:

Register on Xoxoday Plum

Step 1:

  • Enter Your Company Name.
  • Your company email address.
Enter company details for registration

Enter company details for registration

Step 2:

  • Verify your email by entering the OTP.
Verify your email

Verify your email

Step 3:

  • Set a password.
  • Create a unique URL for your company stores.

A unique URL is created on Xoxoday Plum Stores, especially for your company. This is unchangeable.

Eg: Nreach Online Services' store URL is: stores.xoxoday.com/nreach where the employees of the Nreach company can redeem their points for experiences, gift cards, brand vouchers in their company stores.

Set a password and a unique URL

Set a password and a unique URL

Step 4:

  • Add Billing details for your company.
  • Enter your company Tax ID. (GST Number, VAT Reg no., TIN..)
  • Enter the currency for the Plum Store to be used for transactions.
  • Enter Billing address.

Tax ID, is a unique number assigned to a business by the Commercial Tax Department of the state that has received the application. It serves as an identity for a business, which is registered under VAT for the trade of goods and services.

Currency for the Plum Stores is the currency used for the transactions or rewarding.

Eg:

  • 1 point = 1 INR
  • 1 point = 1 USD

You can only choose one currency at the time of the registration and is unchangeable.

Enter your Billing details

Enter your Billing details

Step 5:

Now authorize your Zapier account with the Plum account for seamless data sync.

Now you are successfully registered with Xoxoday Plum.

Successful registration with Xoxoday Plum

Successful registration with Xoxoday Plum

If you are already registered as a Xoxoday customer:

Login to Xoxoday Plum

Sign-in use your existing user ID and password.

Note:

Use a Xoxoday account that has admin privileges with access to Xoxoday admin dashboard. If you are not an admin user on Xoxoday, you will not be able to use the Xoxoday app.

Login if you are already a Xoxoday Customer

Login if you are already a Xoxoday Customer

Authorize your account

Authorize your account

Now you are successfully registered with Xoxoday Plum.

  1. Once signed into Plum, click Continue and start Customising your reward, fill up all the fields depending on the use-case of the Action you have set. Double check everything. For example, Recipient Email field is important if the gift card(s) need to be sent to the user via email.
  1. Click Continue. You may now test it for review or proceed to the next step.

Turn on Zap to complete the workflow.

Congrats! You have successfully created the Zap.

As a result, whenever a respondent completes the selected Survey on SurveyMonkey, he will instantly receive the customized Gift Card from Xoxoday Plum!

Could this process of workflow creation get any simpler?!

Updated about a month ago


Survey Monkey + Plum by Xoxoday


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