How to Upload a Pdf to Survey Monkey

Surveys can be a great mode to collect information from your customers and learn from the feedback provided.  With a tool like SurveyMonkey, you can create easy-to-apply surveys that will simplify your customer feedback loops.

With Formstack Documents, you lot can have your survey responses and automatically generate Word, PDF, and more types of documents.  From thank you messages to PDF reports, you lot tin create customized documents based on the responses of your surveys.

In this example, we're going to testify y'all how you tin automatically generate a customized PDF study of each survey response that contains specific information based on the answers to the survey.  We're going to be using our friends over at Zapier too to help with the integration between SurveyMonkey and Formstack Documents.

To get started, we're going to setup the report template using a Word document.  Inside the Word physician, we're going to add our boilerplate study info and then for the spots that we want our survey responses to go, we're going to add merge fields that look similar {$Proper noun}, {$Email}, {$FavoriteColor}, etc.

Here'south what our report template looks like:

In our report, we want to prove customized data based on the answers to the survey.  For this nosotros are going to use "if" statements in the document that await something like this:

{if $FavoriteColor == "Cherry"}
Your favorite color is Red and that usually indicates y'all are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite color is Blue and that ofttimes indicates yous have a calm and patient personality….
{/if}

Here'southward what our certificate looks similar with some of those conditional if statements:

In one case we have finished up our template, we're going to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document push button and enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.

After you have uploaded your document, you're going to be sent to the Settings tab where you can modify diverse options like the type of file that you want to generate and the name of the file.  For this example, we're going to generate a PDF and we're going to include the name of our survey responder in the file name.

‍

Next, we're going to setup the commitment of our PDF report then that it is automatically emailed to our survey participant.  Under the Deliver tab, we're going to edit the default e-mail commitment that is already setup.  For the "To" accost, we're going to utilize the merge field for our participant'south e-mail accost.  If you lot don't accept an electronic mail merge field in your doc, option <> from the dropdown and so type in something like {$EmailTo}.

‍

Afterward you have updated your email delivery, nosotros're done with the setup inside Formstack Documents and nosotros're fix to setup the integration via Zapier. Inside Zapier, click the New Zap button.  For the Trigger we're going to cull SurveyMonkey as the service and then New Survey Response as the trigger.

After y'all authenticate your SurveyMonkey account, Zapier is going to enquire you to pick the survey that you want to monitor.  Select your survey. Next, we're going to pick the Action for our Zap.  For the service, we're going to cull Formstack Documents and so Create Document Merge equally the action.

Later on y'all cosign your Formstack Documents account, Zapier is going to load a listing of all the Formstack Documents documents in your account.  Go alee and pick the written report template that you only setup.  One time you pick the document, Zapier is going to load a list of all the merge fields in your document.

For each of the merge fields in your document, you need to pick the corresponding survey question from SurveyMonkey.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the right spot on your template.

Afterwards yous have matched up all of your merge fields, go alee and save your Zap and so plow it on.  You lot're prepare to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will detect this new response and send the information over to Formstack Documents and your report will be emailed.

Here'southward what our study looked like afterward submitting the survey:

At present, you tin automatically generate all kinds of documents from your SurveyMonkey responses. Kickoff a gratuitous trial to see how Formstack Documents tin can streamline your paperwork procedure.

Surveys can exist a bully way to collect data from your customers and learn from the feedback provided.  With a tool similar SurveyMonkey, you lot can create like shooting fish in a barrel-to-use surveys that volition simplify your customer feedback loops.

With Formstack Documents, you lot tin take your survey responses and automatically generate Give-and-take, PDF, and more types of documents.  From thank yous letters to PDF reports, you can create customized documents based on the responses of your surveys.

In this instance, we're going to evidence you how y'all tin automatically generate a customized PDF report of each survey response that contains specific information based on the answers to the survey.  We're going to be using our friends over at Zapier likewise to help with the integration between SurveyMonkey and Formstack Documents.

To get started, nosotros're going to setup the report template using a Word document.  Within the Word doc, we're going to add our boilerplate study info and then for the spots that we want our survey responses to go, we're going to add merge fields that look similar {$Name}, {$Email}, {$FavoriteColor}, etc.

Here'south what our written report template looks similar:

In our study, we desire to show customized information based on the answers to the survey.  For this we are going to apply "if" statements in the certificate that await something like this:

{if $FavoriteColor == "Blood-red"}
Your favorite color is Red and that usually indicates you are a passionate person….
{elseif $FavoriteColor == "Blueish"}
Your favorite color is Blueish and that often indicates you lot take a calm and patient personality….
{/if}

Here'due south what our document looks similar with some of those conditional if statements:

Once we have finished upward our template, we're going to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, selection Part Document as the document blazon and then choice the file from your computer.

After you accept uploaded your document, you're going to be sent to the Settings tab where you tin modify various options like the type of file that you want to generate and the name of the file.  For this example, nosotros're going to generate a PDF and we're going to include the name of our survey responder in the file name.

‍

Adjacent, we're going to setup the commitment of our PDF report so that information technology is automatically emailed to our survey participant.  Under the Evangelize tab, we're going to edit the default email delivery that is already setup.  For the "To" address, we're going to use the merge field for our participant'south e-mail address.  If y'all don't have an email merge field in your doc, selection <> from the dropdown and then blazon in something like {$EmailTo}.

‍

After you accept updated your e-mail delivery, nosotros're done with the setup inside Formstack Documents and nosotros're ready to setup the integration via Zapier. Within Zapier, click the New Zap button.  For the Trigger we're going to choose SurveyMonkey as the service and so New Survey Response as the trigger.

After you cosign your SurveyMonkey account, Zapier is going to ask yous to pick the survey that you desire to monitor.  Select your survey. Next, we're going to pick the Activeness for our Zap.  For the service, we're going to choose Formstack Documents and then Create Certificate Merge as the action.

After you authenticate your Formstack Documents business relationship, Zapier is going to load a list of all the Formstack Documents documents in your account.  Become ahead and choice the report template that y'all but setup.  Once you pick the document, Zapier is going to load a list of all the merge fields in your certificate.

For each of the merge fields in your document, yous need to choice the respective survey question from SurveyMonkey.  This tells Zapier how to send your data over to Formstack Documents so that information technology is populated in the correct spot on your template.

After you take matched upwardly all of your merge fields, go ahead and save your Zap then plough it on.  You're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier volition discover this new response and ship the information over to Formstack Documents and your written report will be emailed.

Here'southward what our study looked similar after submitting the survey:

At present, you can automatically generate all kinds of documents from your SurveyMonkey responses. Showtime a free trial to see how Formstack Documents tin streamline your paperwork process.

Surveys can be a great way to collect data from your customers and learn from the feedback provided.  With a tool like SurveyMonkey, you can create piece of cake-to-use surveys that will simplify your client feedback loops.

With Formstack Documents, you can have your survey responses and automatically generate Discussion, PDF, and more types of documents.  From thank you letters to PDF reports, you lot can create customized documents based on the responses of your surveys.

In this example, nosotros're going to show yous how you lot tin automatically generate a customized PDF study of each survey response that contains specific data based on the answers to the survey.  We're going to be using our friends over at Zapier as well to assistance with the integration betwixt SurveyMonkey and Formstack Documents.

To go started, we're going to setup the written report template using a Word document.  Within the Discussion doc, we're going to add our boilerplate written report info and then for the spots that nosotros want our survey responses to get, nosotros're going to add merge fields that look like {$Name}, {$Email}, {$FavoriteColor}, etc.

Here's what our report template looks like:

In our written report, nosotros want to show customized information based on the answers to the survey.  For this we are going to use "if" statements in the certificate that look something similar this:

{if $FavoriteColor == "Ruby"}
Your favorite color is Ruby and that ordinarily indicates you are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite colour is Blueish and that oft indicates you take a calm and patient personality….
{/if}

Here's what our certificate looks like with some of those conditional if statements:

Once we accept finished upwards our template, we're going to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document push and enter a name.  On the next step, choice Office Certificate as the document type and so pick the file from your computer.

Afterward you accept uploaded your document, y'all're going to exist sent to the Settings tab where you tin can modify various options like the type of file that you want to generate and the name of the file.  For this example, we're going to generate a PDF and nosotros're going to include the name of our survey responder in the file proper name.

‍

Next, we're going to setup the commitment of our PDF report so that information technology is automatically emailed to our survey participant.  Nether the Deliver tab, we're going to edit the default email delivery that is already setup.  For the "To" address, nosotros're going to utilise the merge field for our participant'south electronic mail address.  If you don't have an email merge field in your doc, selection <> from the dropdown and and so type in something like {$EmailTo}.

‍

After you lot have updated your email delivery, we're washed with the setup within Formstack Documents and we're ready to setup the integration via Zapier. Within Zapier, click the New Zap button.  For the Trigger nosotros're going to choose SurveyMonkey as the service and then New Survey Response as the trigger.

After you authenticate your SurveyMonkey business relationship, Zapier is going to ask you to selection the survey that you desire to monitor.  Select your survey. Next, we're going to pick the Activeness for our Zap.  For the service, we're going to cull Formstack Documents and then Create Document Merge as the action.

After you authenticate your Formstack Documents business relationship, Zapier is going to load a listing of all the Formstack Documents documents in your business relationship.  Get ahead and pick the report template that you just setup.  Once y'all pick the document, Zapier is going to load a list of all the merge fields in your document.

For each of the merge fields in your document, yous need to pick the corresponding survey question from SurveyMonkey.  This tells Zapier how to transport your data over to Formstack Documents and then that information technology is populated in the right spot on your template.

After yous have matched upward all of your merge fields, become ahead and salvage your Zap then turn it on.  You're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will detect this new response and send the data over to Formstack Documents and your report will exist emailed.

Here's what our report looked like after submitting the survey:

Now, you can automatically generate all kinds of documents from your SurveyMonkey responses. Start a free trial to come across how Formstack Documents tin can streamline your paperwork process.

Collecting payments with online forms is piece of cake, but first, you accept to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best pick for your business concern. And so sign up for Formstack Forms, customize your payment forms, and showtime collecting profits in minutes.

‍

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with whatever of our payment partners.

FEATURES

Authorize.Internet

Bambora

Chargify

Get-go Data

PayPal

PayPal Pro

PayPal Payflow

Stripe

WePay

ProPay

Monthly Fees

$25

$25

$149+

Contact First Information

$0

$25

$0-$25

$0

$0

$four

Transaction Fees

$2.9% + thirty¢

$ii.9% + 30¢

N/A

Contact First Data

$2.nine% + 30¢

$2.9% + 30¢

10¢

$2.nine% + 30¢

$ii.9% + 30¢

$2.6% + 30¢

Countries

v

viii

Based on payment gateway

50+

203

3

4

25

U.s.

United states

Currencies

11

ii

23

140

25

23

25

135+

ane

1

Card Types

half dozen

thirteen

Based on payment gateway

5

9

9

five

half dozen

4

4

Limits

None

None

Based on payment gateway

None

$ten,000

None

None

None

None

$500 per transaction

Form Payments

















Recurring Billing



















Mobile Payments



















PSD2 Compliant







Surveys can exist a great style to collect information from your customers and larn from the feedback provided.  With a tool like SurveyMonkey, you tin can create easy-to-use surveys that will simplify your customer feedback loops.

With Formstack Documents, you can have your survey responses and automatically generate Discussion, PDF, and more types of documents.  From thanks letters to PDF reports, you lot can create customized documents based on the responses of your surveys.

In this example, we're going to testify you how you lot can automatically generate a customized PDF report of each survey response that contains specific information based on the answers to the survey.  Nosotros're going to be using our friends over at Zapier also to assist with the integration between SurveyMonkey and Formstack Documents.

To get started, we're going to setup the report template using a Word certificate.  Within the Word doc, we're going to add our boilerplate report info and then for the spots that we want our survey responses to go, we're going to add together merge fields that look like {$Name}, {$Email}, {$FavoriteColor}, etc.

Hither's what our report template looks similar:

In our study, we want to show customized data based on the answers to the survey.  For this we are going to use "if" statements in the document that look something similar this:

{if $FavoriteColor == "Red"}
Your favorite color is Red and that usually indicates you are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite colour is Blue and that often indicates you have a calm and patient personality….
{/if}

Here'due south what our certificate looks like with some of those provisional if statements:

Once we have finished up our template, we're going to upload information technology to Formstack Documents.  From the Documents page in Formstack Documents, click the New Certificate button and enter a name.  On the next step, pick Office Document as the certificate type and and then option the file from your computer.

After you accept uploaded your document, y'all're going to be sent to the Settings tab where you lot can modify various options similar the blazon of file that y'all want to generate and the name of the file.  For this example, we're going to generate a PDF and we're going to include the proper noun of our survey responder in the file name.

‍

Next, nosotros're going to setup the delivery of our PDF report so that information technology is automatically emailed to our survey participant.  Under the Deliver tab, we're going to edit the default e-mail delivery that is already setup.  For the "To" address, we're going to use the merge field for our participant'due south email address.  If y'all don't have an e-mail merge field in your medico, pick <> from the dropdown and then type in something like {$EmailTo}.

‍

After yous have updated your email delivery, we're washed with the setup inside Formstack Documents and we're fix to setup the integration via Zapier. Inside Zapier, click the New Zap button.  For the Trigger nosotros're going to choose SurveyMonkey as the service so New Survey Response as the trigger.

After yous authenticate your SurveyMonkey account, Zapier is going to ask you to pick the survey that you lot want to monitor.  Select your survey. Next, we're going to pick the Activeness for our Zap.  For the service, we're going to choose Formstack Documents and and then Create Document Merge every bit the action.

Afterwards you cosign your Formstack Documents account, Zapier is going to load a listing of all the Formstack Documents documents in your business relationship.  Go alee and selection the study template that you just setup.  One time you pick the document, Zapier is going to load a list of all the merge fields in your certificate.

For each of the merge fields in your document, you need to pick the corresponding survey question from SurveyMonkey.  This tells Zapier how to send your information over to Formstack Documents so that information technology is populated in the correct spot on your template.

Afterwards you accept matched up all of your merge fields, become ahead and salvage your Zap and so turn it on.  You're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will detect this new response and send the information over to Formstack Documents and your report will be emailed.

Here's what our report looked like subsequently submitting the survey:

Now, yous can automatically generate all kinds of documents from your SurveyMonkey responses. Outset a free trial to run into how Formstack Documents can streamline your paperwork process.

Surveys can be a smashing way to collect data from your customers and larn from the feedback provided.  With a tool like SurveyMonkey, you can create piece of cake-to-use surveys that volition simplify your client feedback loops.

With Formstack Documents, you lot tin can take your survey responses and automatically generate Discussion, PDF, and more types of documents.  From thank you messages to PDF reports, you can create customized documents based on the responses of your surveys.

In this case, we're going to show you how you can automatically generate a customized PDF report of each survey response that contains specific data based on the answers to the survey.  We're going to exist using our friends over at Zapier besides to help with the integration betwixt SurveyMonkey and Formstack Documents.

To go started, nosotros're going to setup the report template using a Give-and-take document.  Inside the Give-and-take dr., nosotros're going to add our boilerplate report info so for the spots that we desire our survey responses to get, we're going to add merge fields that look like {$Name}, {$E-mail}, {$FavoriteColor}, etc.

Here'due south what our report template looks like:

In our report, nosotros want to prove customized information based on the answers to the survey.  For this nosotros are going to use "if" statements in the document that await something like this:

{if $FavoriteColor == "Red"}
Your favorite color is Ruddy and that commonly indicates yous are a passionate person….
{elseif $FavoriteColor == "Bluish"}
Your favorite color is Blue and that often indicates you have a calm and patient personality….
{/if}

Here's what our document looks similar with some of those provisional if statements:

Once we have finished upwards our template, nosotros're going to upload it to Formstack Documents.  From the Documents folio in Formstack Documents, click the New Document button and enter a proper name.  On the adjacent pace, selection Function Document as the document type and so pick the file from your computer.

After you have uploaded your document, y'all're going to be sent to the Settings tab where yous can alter various options like the type of file that you lot want to generate and the proper noun of the file.  For this instance, we're going to generate a PDF and nosotros're going to include the proper noun of our survey responder in the file name.

‍

Next, nosotros're going to setup the delivery of our PDF report so that information technology is automatically emailed to our survey participant.  Under the Deliver tab, we're going to edit the default email commitment that is already setup.  For the "To" accost, we're going to employ the merge field for our participant'due south email address.  If you don't take an electronic mail merge field in your doc, pick <> from the dropdown and then blazon in something like {$EmailTo}.

‍

After you have updated your e-mail delivery, we're done with the setup inside Formstack Documents and we're set up to setup the integration via Zapier. Inside Zapier, click the New Zap push button.  For the Trigger nosotros're going to choose SurveyMonkey equally the service and so New Survey Response as the trigger.

After yous cosign your SurveyMonkey account, Zapier is going to inquire you to selection the survey that you desire to monitor.  Select your survey. Next, nosotros're going to selection the Activeness for our Zap.  For the service, we're going to choose Formstack Documents so Create Document Merge as the activeness.

After you lot authenticate your Formstack Documents account, Zapier is going to load a listing of all the Formstack Documents documents in your business relationship.  Go ahead and selection the report template that you just setup.  Once you pick the document, Zapier is going to load a listing of all the merge fields in your document.

For each of the merge fields in your document, you need to pick the corresponding survey question from SurveyMonkey.  This tells Zapier how to send your data over to Formstack Documents so that it is populated in the right spot on your template.

After you lot take matched up all of your merge fields, go ahead and save your Zap and then turn it on.  You're gear up to run a exam!  Login to SurveyMonkey and submit a response to your survey.  Zapier will find this new response and send the information over to Formstack Documents and your report will be emailed.

Here's what our study looked like after submitting the survey:

Now, you lot tin can automatically generate all kinds of documents from your SurveyMonkey responses. Outset a free trial to see how Formstack Documents can streamline your paperwork process.

Surveys tin exist a great way to collect data from your customers and learn from the feedback provided.  With a tool like SurveyMonkey, you can create easy-to-utilize surveys that will simplify your client feedback loops.

With Formstack Documents, you can accept your survey responses and automatically generate Word, PDF, and more types of documents.  From give thanks you letters to PDF reports, you tin create customized documents based on the responses of your surveys.

In this example, we're going to show you how you lot tin can automatically generate a customized PDF report of each survey response that contains specific information based on the answers to the survey.  Nosotros're going to be using our friends over at Zapier too to help with the integration between SurveyMonkey and Formstack Documents.

To get started, we're going to setup the report template using a Word document.  Within the Word medico, nosotros're going to add our boilerplate report info and so for the spots that we desire our survey responses to go, we're going to add merge fields that look similar {$Name}, {$Email}, {$FavoriteColor}, etc.

Hither's what our study template looks like:

In our study, we want to evidence customized information based on the answers to the survey.  For this we are going to use "if" statements in the certificate that look something like this:

{if $FavoriteColor == "Red"}
Your favorite colour is Red and that normally indicates you are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite colour is Blue and that often indicates you lot have a calm and patient personality….
{/if}

Hither's what our certificate looks like with some of those provisional if statements:

In one case we have finished upwardly our template, we're going to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Certificate button and enter a name.  On the next step, pick Role Certificate every bit the document blazon and then choice the file from your computer.

Later you lot have uploaded your document, y'all're going to be sent to the Settings tab where you lot tin alter diverse options like the blazon of file that you want to generate and the proper noun of the file.  For this example, we're going to generate a PDF and we're going to include the name of our survey responder in the file name.

‍

Next, we're going to setup the commitment of our PDF written report so that it is automatically emailed to our survey participant.  Under the Deliver tab, we're going to edit the default email commitment that is already setup.  For the "To" address, we're going to apply the merge field for our participant'south electronic mail address.  If you don't have an email merge field in your doc, pick <> from the dropdown and then blazon in something like {$EmailTo}.

‍

After you have updated your electronic mail delivery, nosotros're done with the setup inside Formstack Documents and nosotros're ready to setup the integration via Zapier. Inside Zapier, click the New Zap button.  For the Trigger we're going to choose SurveyMonkey equally the service and and so New Survey Response as the trigger.

After you authenticate your SurveyMonkey account, Zapier is going to ask yous to pick the survey that you want to monitor.  Select your survey. Next, we're going to choice the Action for our Zap.  For the service, we're going to choose Formstack Documents and and then Create Document Merge as the activity.

Later on you cosign your Formstack Documents account, Zapier is going to load a listing of all the Formstack Documents documents in your business relationship.  Become ahead and option the report template that you just setup.  One time you pick the certificate, Zapier is going to load a list of all the merge fields in your document.

For each of the merge fields in your document, you need to option the respective survey question from SurveyMonkey.  This tells Zapier how to send your information over to Formstack Documents so that it is populated in the correct spot on your template.

Afterwards you have matched upward all of your merge fields, go ahead and save your Zap then turn information technology on.  You're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will detect this new response and send the information over to Formstack Documents and your report will be emailed.

Here's what our report looked like after submitting the survey:

At present, you can automatically generate all kinds of documents from your SurveyMonkey responses. Start a free trial to see how Formstack Documents tin can streamline your paperwork procedure.

Surveys can be a great fashion to collect data from your customers and learn from the feedback provided.  With a tool similar SurveyMonkey, you tin can create piece of cake-to-use surveys that will simplify your customer feedback loops.

With Formstack Documents, you can accept your survey responses and automatically generate Word, PDF, and more types of documents.  From thank you messages to PDF reports, yous tin create customized documents based on the responses of your surveys.

In this example, we're going to prove you how you can automatically generate a customized PDF study of each survey response that contains specific data based on the answers to the survey.  We're going to exist using our friends over at Zapier as well to assist with the integration betwixt SurveyMonkey and Formstack Documents.

To get started, we're going to setup the report template using a Word document.  Inside the Give-and-take physician, nosotros're going to add our average report info and and so for the spots that we want our survey responses to go, nosotros're going to add merge fields that look like {$Name}, {$Email}, {$FavoriteColor}, etc.

Here's what our written report template looks like:

In our report, nosotros want to show customized information based on the answers to the survey.  For this we are going to employ "if" statements in the certificate that look something like this:

{if $FavoriteColor == "Red"}
Your favorite color is Red and that usually indicates you are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite color is Blue and that often indicates you lot take a at-home and patient personality….
{/if}

Here's what our certificate looks like with some of those provisional if statements:

Once nosotros have finished up our template, we're going to upload it to Formstack Documents.  From the Documents folio in Formstack Documents, click the New Certificate push button and enter a name.  On the side by side step, choice Office Document every bit the document type and then pick the file from your calculator.

After you have uploaded your certificate, you lot're going to be sent to the Settings tab where yous tin modify various options like the blazon of file that you want to generate and the name of the file.  For this example, we're going to generate a PDF and we're going to include the proper noun of our survey responder in the file name.

‍

Next, nosotros're going to setup the delivery of our PDF study and then that it is automatically emailed to our survey participant.  Under the Deliver tab, nosotros're going to edit the default electronic mail commitment that is already setup.  For the "To" address, nosotros're going to use the merge field for our participant's email accost.  If you don't have an electronic mail merge field in your doc, pick <> from the dropdown and then blazon in something similar {$EmailTo}.

‍

After yous accept updated your email delivery, we're done with the setup inside Formstack Documents and we're ready to setup the integration via Zapier. Inside Zapier, click the New Zap push.  For the Trigger nosotros're going to choose SurveyMonkey equally the service and so New Survey Response as the trigger.

After you cosign your SurveyMonkey account, Zapier is going to ask you to choice the survey that yous want to monitor.  Select your survey. Next, nosotros're going to option the Activity for our Zap.  For the service, we're going to choose Formstack Documents and then Create Document Merge every bit the action.

After you cosign your Formstack Documents account, Zapier is going to load a list of all the Formstack Documents documents in your account.  Go ahead and pick the report template that you just setup.  Once you pick the document, Zapier is going to load a listing of all the merge fields in your certificate.

For each of the merge fields in your document, you need to option the corresponding survey question from SurveyMonkey.  This tells Zapier how to transport your data over to Formstack Documents so that it is populated in the correct spot on your template.

After yous accept matched up all of your merge fields, go ahead and save your Zap so turn it on.  Yous're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will notice this new response and transport the information over to Formstack Documents and your report volition be emailed.

Hither'southward what our report looked like later submitting the survey:

At present, you can automatically generate all kinds of documents from your SurveyMonkey responses. Start a free trial to run across how Formstack Documents can streamline your paperwork process.

Surveys tin be a peachy mode to collect information from your customers and learn from the feedback provided.  With a tool like SurveyMonkey, you can create easy-to-utilise surveys that will simplify your customer feedback loops.

With Formstack Documents, you can take your survey responses and automatically generate Give-and-take, PDF, and more types of documents.  From give thanks yous letters to PDF reports, you can create customized documents based on the responses of your surveys.

In this example, we're going to testify yous how you can automatically generate a customized PDF report of each survey response that contains specific data based on the answers to the survey.  We're going to be using our friends over at Zapier too to help with the integration between SurveyMonkey and Formstack Documents.

To get started, we're going to setup the report template using a Discussion document.  Inside the Word doc, we're going to add our boilerplate report info and and so for the spots that nosotros want our survey responses to get, we're going to add merge fields that look like {$Proper noun}, {$Electronic mail}, {$FavoriteColor}, etc.

Here's what our study template looks like:

In our report, we want to evidence customized data based on the answers to the survey.  For this we are going to apply "if" statements in the certificate that look something like this:

{if $FavoriteColor == "Red"}
Your favorite color is Cerise and that commonly indicates you are a passionate person….
{elseif $FavoriteColor == "Blue"}
Your favorite colour is Blue and that ofttimes indicates you take a calm and patient personality….
{/if}

Here's what our document looks like with some of those conditional if statements:

One time nosotros have finished up our template, we're going to upload it to Formstack Documents.  From the Documents folio in Formstack Documents, click the New Document push and enter a proper noun.  On the next step, pick Office Document as the document blazon and then pick the file from your computer.

Later you have uploaded your document, y'all're going to exist sent to the Settings tab where you can alter various options like the type of file that you lot desire to generate and the name of the file.  For this example, nosotros're going to generate a PDF and we're going to include the name of our survey responder in the file name.

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Next, we're going to setup the delivery of our PDF written report so that information technology is automatically emailed to our survey participant.  Under the Deliver tab, we're going to edit the default email delivery that is already setup.  For the "To" address, nosotros're going to utilize the merge field for our participant's email accost.  If you don't have an email merge field in your doc, selection <> from the dropdown and then type in something like {$EmailTo}.

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After you have updated your email delivery, nosotros're done with the setup inside Formstack Documents and nosotros're gear up to setup the integration via Zapier. Inside Zapier, click the New Zap button.  For the Trigger we're going to choose SurveyMonkey equally the service and then New Survey Response every bit the trigger.

After you lot authenticate your SurveyMonkey account, Zapier is going to ask you to selection the survey that you want to monitor.  Select your survey. Side by side, we're going to pick the Action for our Zap.  For the service, we're going to cull Formstack Documents and and so Create Document Merge as the action.

Subsequently you cosign your Formstack Documents business relationship, Zapier is going to load a list of all the Formstack Documents documents in your account.  Go alee and pick the report template that you just setup.  Once you option the certificate, Zapier is going to load a list of all the merge fields in your document.

For each of the merge fields in your document, you need to pick the corresponding survey question from SurveyMonkey.  This tells Zapier how to ship your data over to Formstack Documents and so that information technology is populated in the correct spot on your template.

Later you take matched up all of your merge fields, become ahead and save your Zap then turn it on.  You're ready to run a test!  Login to SurveyMonkey and submit a response to your survey.  Zapier will detect this new response and ship the information over to Formstack Documents and your written report will be emailed.

Here's what our study looked similar after submitting the survey:

Now, y'all can automatically generate all kinds of documents from your SurveyMonkey responses. Get-go a free trial to see how Formstack Documents can streamline your paperwork process.

Formstack

Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and gear up processes—all without code. A variety of squad members come together to compile posts under Formstack's authorship.

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Source: https://www.formstack.com/resources/blog-create-customized-pdf-reports-from-surveymonkey

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