Guide: Business Intelligence Integration
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The document provides an overview of business intelligence integration through APIs, specifically highlighting the integration options available with Survey Analytics for centralizing customer feedback data. It explains how integrations with platforms like Salesforce, Google Analytics, and Pardot enhance data management and survey personalization for marketing teams. Additionally, it describes the software development kit (SDK) and various features aimed at improving user experience and real-time data accessibility.
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Guide: Business Intelligence Integration
- 1. Business Intelligence Integration Integrate to Close the Loop on Customer Feedback
- 2. Overview: What is an API? An API is technology that allows and manages the interactions between two online products or services through appropriate mapping. When it comes to business intelligence at the Enterprise level, APIs become crucial to centralize information. Survey Analytics offers a variety of API and other integration options to send information collected to where your teams work each and every day. Your Application Their Data Application
- 3. Integration to Salesforce Survey objects are mapped into objects in Salesforce. Data from respondents can be tied back to CRM data. Benefits: All Contact Interaction Stored in One Place Say Gina is a prospect for Survey Analytics and is a contact in Salesforce. She takes a two week follow-up survey that your team sent her way. Her survey response and the relevant mapped data through custom variables will now be tied to her Salesforce record.
- 4. Integration to Google Analytics Enter your existing UA from Google Analytics right into Survey Analytics and setup custom field mapping right in our software under the Integration Tab. A Google Analytics code can be embedded into a specific survey itself to see analytics and user behavior on how respondents are interacting with the survey. Benefits: Improve the Survey User Experience How are people interacting with your surveys? This enables you to easily see items such as drop out rates and areas in the survey where people may be dropping out at a higher rate, as well as where the sources respondents came from to take the survey.
- 5. Integration to Pardot Pardot is one of the world’s leading marketing automation platforms and is a part of the Salesforce product family. This integration is for marketing teams using Pardot to personalize the survey user experience with targeting through custom variables. Segmentation based rules allow surveys to be sent to certain groups of prospects based on where they are in the sales lifecycle. Benefits: Marketers Control the Survey Sample Using this integration, you can send surveys out to people in your database that meet specific requirements. A SaaS business can send certain surveys up to new leads post free-trial to further qualify them. They could have a separate survey to re-engage and qualify leads later. When utilized, your marketing team will understand the sales lifecycle better and find new ways to step ahead.
- 6. More Integration Options Our social media integration allows you to easily send surveys to your favorite social platforms right from ours. This includes Facebook, Twitter and Linkedin. Customers that host a research panel or community with Survey Analytics can utilize social media integration for members to sign in or join using Facebook or Linkedin profile integration. Software Development Kit A Software Development Kit (SDK) is embedded into your existing mobile application and allows you to take advantage of all of the Survey Analytics mobile capabilities right in your app. You can fully control and turn on/off the modules you need to use to collect feedback in your app. You can add a surveys tab to your app navigation or set triggers to display surveys at certain times within the app experience. A developer toolkit for mobile surveys Seamless integration through JSON and API Enabled in iOS (4.3 and up) and Android Over 30 pre-defined question types are included Real-time reporting and data accessibility
- 7. Enterprise Driven API We have a survey response API to send surveys and retrieve data. We also have a panel API to drive engagement within your own community. When enabled, these APIs have been developed for specific customers of Survey Analytics and can help your team measure behavior at a deeper level. They collect data from our system and push the information into your enterprise database for you to export and analyze the information.
- 8. Survey Analytics about us We help companies listen. At Survey Analytics, surveys are just a small piece of the puzzle. We help companies listen through our suite of powerful and interconnected DIY research tools. Our platform gives you the actionable reports you need to engage with your audience. With real-time analytics and customizable dashboards, you can see the information that you need to make the right decisions. Aside from surveys, we offer high quality panel and community building software as well as a variety of tools for developers such as API calls to Salesforce and a mobile survey SDK. Our platform adheres to the highest levels of security to protect your valuable information. We support 44 languages and are currently helping clients in 15 countries and 30 different industries. www.surveyanalytics.com 1 (800) 326-5570 • USA +1 (513) 268-6458 • International @SurveyAnalytics Seattle 93 S. Jackson St. #71641 Seattle, WA 98104 Cincinnati 823 Delta Ave Suite F Cincinnati, OH 45226 Pune 501, 4th Floor, ITI Rd Aundh, Pune, 411007