> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/features/tong-xun-qu-dao/third-party-survey.md).

# SurveyCake Integration Set Up

This section outlines the steps to integrate SurveyCake with Omnichat, which allows you to automate survey distribution with the Chatbot Module through your connected messaging channels (Facebook Messenger, LINE, Instagram, and WhatsApp). This approach efficiently gathers valuable feedback from your contacts and lets you import the data as tags or custom attributes for improved contact organization and segmentation.

Currently in Phase 1, this setup only allows the manual export of SurveyCake survey data. You will import the data into Omnichat to update your contact tags and custom attributes.

## Setting Up on SurveyCake

First, create a survey on your SurveyCake account.

{% hint style="warning" %}
Ensure that you are on a **Pro Plan** to be able to connect your SurveyCake account with Omnichat.
{% endhint %}

1. In your survey builder, create your survey. For the first 2 questions, you will have to add a Single Line Text as your question.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/76f13222-7268-4201-bba5-d1568a33fd58/ascreenshot.jpeg?tl_px=429,0\&br_px=2149,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=706,227)
2. Navigate to Advanced> Identifier and Default Values.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/794533c1-ff40-4879-ab96-ca2e0aaa1d4f/ascreenshot.jpeg?tl_px=0,115\&br_px=1719,1076\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=365,277)
3. Once there, add the question identifier for your question. You can hide that question to prevent your contacts from modifying the answer.
   * Click [here](https://en-docs.omnichat.ai/features/tong-xun-qu-dao/third-party-survey/configuring-question-identifiers) to learn more on how to configure your identifier.<br>

     ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/c786a3fb-269d-43c7-8242-49555047db6b/ascreenshot.jpeg?tl_px=46,135\&br_px=1765,1096\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=524,277)
4. Once you are done with your survey questions, proceed to Omnichat's Chatbot Module after saving your survey setup.

## Setting Up on Omnichat

1. From your Main Menu, go to Advanced Automation > Bot Builder.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/ed631e87-15a1-428e-9235-7134f8970a18/ascreenshot.jpeg?tl_px=0,634\&br_px=1719,1596\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=137,402)
2. Add a New Bot for your survey.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/2a61b070-6b46-4b74-984e-16fb3f7ce1aa/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1719,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=408,258)
3. Select your preferred channel to distribute the survey link<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/ce61941d-31c6-4968-ae99-a8ce8f812d56/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1719,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=434,122)
4. Proceed to create a new message block, if you do not wish to use the welcome message block, for example.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/15e5048b-9d99-4196-9190-bdcece665edb/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1452,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=358,232)
5. Select the Text Card.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/ddf32df9-9249-4cb3-b235-c92f852cfcaa/user_cropped_screenshot.jpeg?tl_px=56,0\&br_px=1776,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=542,234)
6. Add a button and select the "URL" tab.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/fbe6d04f-d294-431c-808f-fb594178584c/ascreenshot.jpeg?tl_px=429,273\&br_px=2149,1234\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=577,276)
7. Proceed to fill in the URL with the URL from SurveyCake.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/d93342bc-9f87-425e-a159-d0ca4604493a/ascreenshot.jpeg?tl_px=429,419\&br_px=2149,1380\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=544,277)

{% hint style="info" %}
**Reminder:** To ensure accurate data transfer between Omnichat and SurveyCake, copy the extended link from SurveyCake containing the Question Identifiers. Standard links might not capture the necessary information.
{% endhint %}

8. Proceed to complete your Text Card settings and save your bot.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/26f1ae6e-51e0-415b-94e8-ba66d59295e3/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1558,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=602,178)
9. Now that you are done with your Chatbot setup, you can proceed to send them the message block in any method you prefer!<br>

Now, we will look at how to export the data obtained from SurveyCake and import them to Omnichat for effective contact organization and segmentation.

## Survey Details & Data Import

1. In your SurveyCake account, click on your survey and go to Data Report. This is where you will see all your collected data.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/7d320f85-eeb1-4163-84aa-ddadfb01c53f/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1719,961\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=262,86)
2. Click the "**Export as**" dropdown and select "**CSV Format**" to download your report.<br>

   ![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-07-06/323210a3-33b2-4807-b406-86147e08b3f2/user_cropped_screenshot.jpeg?tl_px=429,3\&br_px=2149,964\&force_format=png\&width=1120.0\&wat=1\&wat_opacity=0.7\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png\&wat_pad=985,277)
3. Once you have downloaded the report, you will have manually reorganize the downloaded CSV file to match Omnichat's contact import template. You can find this template by navigating to **Social CDP > Data Import** in Omnichat.<br>

   <figure><img src="https://lh7-us.googleusercontent.com/slidesz/AGV_vUeYjb3i7UdNiiFIMH47HTNBQmR5bXC8XD7jaB92GKVqLacVvPCODE9qrEJI6Q5Py9ObzAlVjv2AoTx4UAxA9Vl2sL0wC83uV0qTZcNog9xE2GsoA0BiP_jdSBUoJquK8IlYeUK1O6JC3beH7rzfbN4Qf7F7j2pJ=s2048?key=7A5QaWk6rZVocbpwLRS25w" alt="" width="563"><figcaption></figcaption></figure>
4. Proceed to organize your survey responses as tags or custom attributes within the file. This allows for further segmentation and analysis within Omnichat.
5. Navigate back to the **Social CDP > Data Import** section. Upload the prepared CSV file containing your organized survey data.

{% hint style="info" %}
**Enhancements Planned**: In Phase 2, we will introduce automatic tag import functionality for surveys. However, custom attributes will still require manual processing for the time being.
{% endhint %}
