Unleash Actionable Insights from Embedded SurveyMonkey Analytics

Unleash Actionable Insights from Embedded SurveyMonkey Analytics

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    Unleash Actionable Insights from Embedded SurveyMonkey Analytics

    Introduction

    It has been noted that many industries today still struggle to get accurate information about their current customers, employees, and product performance. This is because a lack of proper knowledge and understanding of employees, customers, and brand performance denies the chance to identify areas that need adjustments and improvements.

    SurveyMonkey has contributed highly to helping such industries overcome these challenges. Since it is a leading online survey development cloud-based service, it has helped companies gather data on customer feedback, employee satisfaction, and market trends using platforms such as email, social media, and websites to gain insights that can help companies implement well-informed strategic decisions.

    Organizations are easily embedding SurveyMonkey analytics in their software applications, enabling users to track important SurveyMonkey KPIs that provide an overview of customer feedback and performance over time.

    In this post, I am going to give you an overview of embedded analytics and how Bold BI will help you get everything you can out of your survey data analysis. I’ll discuss the following topics:

    The benefits of embedding SurveyMonkey analytics

    Online surveys have helped many organizations improve the way they do business. This is because by monitoring data gathered from past survey analysis from SurveyMonkey analytics, business operators can identify concerns or questions raised by their targeted audience. This helps businesses know areas that need improvement per page and make corrections before risk occurs in a department. Also, it helps businesses prioritize customers’ questions easily, allowing managers to quickly identify the questions that need urgent answers.

    Now, let’s look at some of the benefits of embedding a SurveyMonkey dashboard:

    Improved customer satisfaction

    Improved customer satisfaction
    Photo by ANTONI SHKRABA from Pexels

    Track SurveyMonkey KPIs such as response rate, response rate by survey, and more to examine customer opinions on each topic of the various surveys. Using these insights, you can spot areas that are highly complained about, customers that find difficulty in using your products, or those who have not received training on how to use your products after signing up. This lets you implement strategic decisions that give priority to your customers’ needs and that meet their interest as you increase performance.

    Increased employee engagement

    Increased employee engagement
    Photo by fauxel from Pexels

    Embedded SurveyMonkey analytics gives you an overview of how enthusiastic your employees are with their job. Track and examine SurveyMonkey KPIs such as total response and survey by category, which gives you insights into the rate at which your employees are concerned about their jobs and are determined to increase the overall performance of the company. With this knowledge, you can identify departments with the highest number of employees dedicated to their work who are satisfied with their jobs and those employees who cannot adapt quickly to changes made in the company. This makes it easier for you to assist lagging employees quickly to increase their engagement with their jobs and increase the productivity of all employees as you increase the overall performance of the company.

    Enhanced time estimation techniques

    Enhanced time estimation techniques
    Photo by Joseph Redfield from Pexels

    Embedded analytics helps you examine data from key metrics such as total questions and top five completed surveys by responses in real-time. This gives you an overview of the total number of hours that were used to answer all questions in a survey. Using this knowledge, you can accurately predict the number of hours your targeted audience will use to fully respond to a given survey and the maximum time your customers will use to answer all the survey questions.

    Opportunities to compare results

    Opportunities to compare results
    Photo by fauxels from Pexels

    Successful surveys provide accurate results in real-time. This gives you an opportunity to easily compare results between past and current survey analysis to plan for future improvements. Embedded analytics allows users to easily track metrics such as survey summary details and overall responses over a week to enable them to gather SurveyMonkey data from each survey. This enables them to quickly compare results from each scenario. Using these results, they can identify new business opportunities and trends.

    Creating a SurveyMonkey dashboard with Bold BI

    Let’s create a SurveyMonkey survey overview dashboard with SurveyMonkey data. Refer to the video on “How to Create a Dashboard – Bold BI Tutorial for Beginners” if you’ve never set up a Bold BI dashboard before.

    Survey Overview Dashboard
    Survey Overview Dashboard

    This survey overview dashboard helps you track the customer satisfaction score from the various surveys conducted through the following SurveyMonkey metrics:

    From this dashboard, you can track the card widgets to gain information on the total surveys created, total questions asked, response rate, total responses, and average time taken to respond.

    Net promoter score (NPS)

    Net promoter score (NPS)
    Net promoter score (NPS)

    This radial gauge shows customer loyalty and satisfaction toward a company’s products.

    Response rate by survey

    Response rate by survey
    Response rate by survey

    This 100% stacked bar chart shows the response rates for all surveys conducted.

    Survey responses over time

    Survey responses over time
    Survey responses over time

    This heat map chart shows the number of survey responses over time.

    Surveys by category

    Surveys by category
    Surveys by category

    This doughnut chart shows the number of surveys by various categories. With this metric, you can collect survey data from a target audience to gain insights and feedback on different topics.

    Top five completed surveys by responses

    Top five completed surveys by responses
    Top five completed surveys by responses

    This bar graph shows the top five completed surveys by the number of complete responses.

    Survey summary

    Survey summary
    Survey summary

    This grid shows the summary for each of the surveys conducted including survey ID, title, questions, total questions, and total responses. With this metric, you can see the responses and questions raised by the audience per survey.

    Refer here to learn more about the SurveyMonkey survey metrics and KPIs used in this dashboard.

    Fetching SurveyMonkey data

    SurveyMonkey provides a REST API  to fetch data from your SurveyMonkey account. Developers can analyze and retrieve data from SurveyMonkey software for surveys, responses, collectors, and more. The base URL format for the SurveyMonkey Web API is:

    https://api.surveymonkey.com/api/<version>/<API_EndPoint>

    Refer to the following table to connect SurveyMonkey data and create a data source with appropriate APIs.

    EndpointsUsed for
    Get https://api.surveymonkey.com/v3/surveysGetting a list of surveys.
    Get https://api.surveymonkey.com/v3/surveys/{id}/responses/bulkGetting a list of full expanded responses, including answers to all questions.

    Let’s see how to connect fetched SurveyMonkey data in Bold BI.

    Creating a SurveyMonkey data source

    To create a SurveyMonkey data source, click the Data Sources button in the configuration panel to add a new data connection. Follow the steps described here, and then fill in the required details as shown. Click Preview and Connect.

    SurveyMonkey Data Source
    SurveyMonkey Data Source

    The preview window opens, listing the data results as seen in the following image.

    Raw Data Window
    Raw Data Window

    Choose the desired columns and click Connect. Drag and drop the table you created.

    Query Designer Window
    Query Designer Window

    Once the data source is created, add the required widgets to your dashboard and connect data to them to visualize the metrics.

    Embedding a SurveyMonkey dashboard into your application

    Let’s see how analytics can be embedded into web applications. In the rest of this blog, I am going to explain how to embed a Bold BI dashboard into an ASP.NET MVC-based application. Assume that your business has a website like the one shown in the following image.

    Sample Website for a Survey Team
    Sample Website for a Survey Team

    Follow these steps to embed a SurveyMonkey overview dashboard.

    Prerequisites

    Download and install the Bold BI server in your machine. You can find the installation and deployment steps in this documentation.

    Step 1: Configure embed properties

    To successfully embed a dashboard in your the ASP.NET MVC web application, you need to create a Model class called EmbedProperties under Models and provide the dashboard root URL, site identifier, environment, user email, and embed secret.

    PropertiesProperty Value Descriptions
    RootUrlBold BI dashboard server URL. Example: https://localhost:58094/bi.
    SiteIdentifierFor Bold BI, it should follow the format “site/site1″. For Bold BI cloud analytics server, it should be an empty string.
    EnvironmentYour Bold BI application environment. If using Bold BI cloud analytics server, you should use “cloud”. If using Bold BI, you should use “enterprise”.
    apiHostAn ASP.NET Core application would be run on https://localhost:5000/, which needs to be set as “apiHost”.

    Step 2: Generate an embed secret

    You have to set EmbedSecret for authentication. You can get the embed secret from the Bold BI server. Then, navigate to the Settings icon in the left navigation bar and click the Embed tab.

    Click Enable embed authentication and then click Generate Secret to generate the embed secret. On clicking the button, a secret key will be generated, and you can paste it into the application. To learn how to do this in more detail, you can refer to this documentation link.

    Note: Save the secret key, as it cannot be retrieved again. If you do not save it, you will have to generate a new one using the Reset Secret option.

    Step 3: Create authorization server

    You need to implement an authorization server in the ASP.NET MVC application to be authenticated before embedding the dashboard from the Bold BI server. You can also configure the single sign-on (SSO)-based authorization server, which is an authentication endpoint that enables users to securely authenticate multiple applications using unique embed secrets. This prevents the need for the user to log into different applications separately.

    Step 4: Create a Bold BI instance

    Finally, create a Bold BI instance to load the dashboard using a JavaScript file. Reference required script files and CSS files in the HTML pages.

    Step 5: Run the application to embed the dashboard

    After successfully creating a Bold BI instance, you need to run your ASP.NET MVC application. It will be launched successfully with the dashboard details. Finally, you can see that the Bold BI dashboard is embedded in your web application.

    Survey Overview Dashboard Embedded in an ASP.NET MVC Application
    Survey Overview Dashboard Embedded in an ASP.NET MVC Application

    To learn more about embedding dashboards into your applications, refer to this blog. You can also download the sample code from this blog in our documentation.

    Conclusion

    Bold BI helps you integrate analytics from any data into applications written in ASP.NET CoreASP.NET MVCASP.NET, and Ruby on Rails. It will help you save time and prevent you from doing redundant work.

    I hope now you have a better understanding of Bold BI and how it will help your survey analysis. You can create a dashboard as you like with Bold BI’s 35+ widgets and 130+ data sources.

    Get started with Bold BI and try if for free and create interactive dashboards. You can contact us by submitting questions through the Bold BI website or, if you already have an account, you can log in to submit your support question.

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