Brian Cliette

How to Automate Campaign Tracking with SurveyMonkey: Your Guide to Efficient Data Collection

If you’ve ever wished for a simpler, more efficient way to manage your survey campaigns, you’re not alone. Luckily, you can now automate campaign tracking with SurveyMonkey. This process can take some of the weight off your shoulders and let you focus on what really matters – analyzing results and making data-driven decisions.

SurveyMonkey’s automation feature allows users to streamline their campaign tracking efforts, taking the guesswork out of data collection and analysis. You no longer need to manually track every single response or go through piles of raw data. Instead, automation tools will do all that heavy lifting for you.

Imagine this: Your surveys are sent out automatically at scheduled times. The responses roll in and are instantly tracked and organized into comprehensible reports. Isn’t it just what you’ve been dreaming about? In this blog post, we’ll show you how to make that dream a reality by walking through the steps needed to automate your campaign tracking using SurveyMonkey.

What is campaign tracking?

Diving straight into the crux of the matter, let’s clarify what we mean by “campaign tracking”. It’s a method that allows you to understand how your marketing efforts are performing across different platforms. You’re essentially keeping tabs on user interactions with your campaigns and measuring their effectiveness.

But you might be wondering – why should it matter? By understanding which areas of your marketing strategy are working well and which aren’t, you can make data-driven decisions to improve future campaigns. Imagine launching an email marketing campaign without any idea whether your audience opens the emails or clicks on any links within them! That’s where campaign tracking comes in handy.

Campaign tracking involves various metrics such as click-through rates (CTR), conversion rates, bounce rates, and more. These metrics help paint a clear picture of your campaign performance.

For instance, if you’ve got high CTR but low conversion rates, it could indicate that while your ads are compelling enough to get clicks, something about the landing page isn’t persuading users to take action.

To give an example from real life: A company launches two ad campaigns – one on social media and the other through email newsletters. Without proper campaign tracking in place, they would have no way of knowing which channel brought more traffic or conversions.

So there you have it! Campaign tracking is akin to having a roadmap for navigating through the vast landscape of digital marketing. It helps keep track of not only where you’ve been but also where you’re headed next. Now that we’re clear on what campaign tracking is all about, let’s delve deeper into how SurveyMonkey can help automate this process.

The Importance of Campaign Tracking

Campaign tracking, you’ll find, is an essential cornerstone to your marketing strategy. It’s the key that’ll unlock insights into the success or failure of your marketing efforts. With it, you’re no longer shooting in the dark but have a clear vision of what works and what doesn’t for your audience.

Imagine launching multiple campaigns across various channels without a way to track their performance. Sounds like a nightmare, right? That’s because it is! You wouldn’t know where your traffic is coming from or which campaign is driving sales or conversions. This lack of knowledge could lead to wasted resources on ineffective strategies.

Let me put it in perspective with some numbers: According to HubSpot, marketers who measure their campaigns’ performance are 17% more likely to achieve their goals compared to those who don’t. A study by Marketo also reveals that 93% of CMOs believe they need to deliver measurable ROI for their marketing efforts. Without campaign tracking, achieving this becomes nearly impossible!

Now let’s talk about personalization – trust me when I say it’s not just another buzzword! Accenture found that 91% of consumers are more likely to shop with brands who provide relevant offers and recommendations. By tracking your campaigns, you can understand consumer behavior better and tailor your messaging accordingly.

So there you have it – campaign tracking isn’t just important; it’s indispensable! It helps optimize resources, improve personalization, and above all else – prove the value of your marketing endeavors.

Challenges in Manual Campaign Tracking

You’ve probably faced the labyrinthine task of manual campaign tracking. It’s a process that demands precision, attention to detail, and significant time investment. But what are some of the challenges you encounter?

For starters, it’s a time-consuming endeavor. Each data entry requires careful input to ensure accuracy. And as your campaigns grow wider and more complex, you’ll likely spend more hours on tracking than actual strategizing.

Human error is another hurdle in manual campaign tracking. Whether it’s transposing numbers or missing out on key metrics altogether – mistakes can easily slip through the cracks when handling large volumes of data manually.

Consistency poses yet another challenge with manual processes. Different team members might record and interpret data differently leading to inconsistencies in your overarching reports.

Then there’s the issue of scalability. As your business expands, so does your marketing reach – making it increasingly difficult for manual methods to keep up with voluminous data from multiple campaigns across diverse platforms.

Finally, insightful analytics often take a backseat in manual campaign management due to limited resources and capabilities for sophisticated analysis.

  • Time consumption
  • Human error
  • Consistency issues
  • Difficulty in scaling
  • Limited analytics

In essence, these challenges make manual campaign tracking a less than ideal approach for businesses looking towards growth and optimization.

Automating campaign tracking with SurveyMonkey

SurveyMonkey’s automated campaign tracking feature is your secret weapon in the marketing world. This amazing tool allows you to track and measure the effectiveness of your campaigns without breaking a sweat. So, how does it work? Let’s delve into it.

Firstly, you’ll need to create a tracker in SurveyMonkey’s Campaign Tracker section. This can be done by clicking on “Trackers” under “My Surveys” tab. Here, you’ll find an option to create a new tracker for any of your existing surveys or even for a new one.

Once you’ve set up your tracker, it starts collecting data automatically every time someone clicks on your campaign link. Now isn’t that convenient? But that’s not all! The beauty of this feature lies in its ability to provide detailed reports about each respondent’s journey through your survey.

These reports include valuable information such as how long they spent filling out the questionnaire, which questions they skipped, and where they dropped off if they didn’t complete the survey. All these insights will help you tweak and improve future campaigns based on what works best for your audience.

In addition to automatic collection of responses, SurveyMonkey’s Campaign Tracker also brings with it third-party integration capabilities. That means you can directly connect it with platforms like Google Analytics or Adobe Analytics for even deeper insights into user behavior.

Here are some key benefits of using SurveyMonkey’s automated tracking:

  • It saves time: Automation takes care of data gathering so you can focus more on analysis.
  • It provides deep insights: Detailed reports help understand what resonates with respondents.
  • It integrates smoothly: Connect with popular analytics tools for more comprehensive data analysis.

Remember though, while automation makes life easier, human input is still essential in understanding and utilizing this gathered data effectively.

To sum up, automating campaign tracking with SurveyMonkey not only simplifies measurement but also offers rich insights into how your audience interacts with your surveys. So, why wait? It’s time to harness the power of automation and take your marketing campaigns to a whole new level!

Step 1: Setting up a SurveyMonkey account

So you’ve decided to automate your campaign tracking with SurveyMonkey. That’s great! The first step you’ll need to tackle is setting up a SurveyMonkey account. It’s a pretty simple process and won’t take more than a few minutes of your time.

Head over to the SurveyMonkey website and click on the ‘Sign Up’ button. You’ll be asked for some basic information like your name, email address, and password. Make sure you use an email address that you check regularly because this will be how SurveyMonkey communicates with you about important updates or changes to your surveys.

Once you’ve filled in all the necessary fields, hit ‘Create my Account’. Voila! You now have a shiny new SurveyMonkey account ready and waiting for use. But before we dive into automating campaign tracking, let’s ensure everything is set up correctly.

Remember to confirm your email by clicking on the link sent by SurveyMonkey in order to fully activate your account – don’t forget this crucial step! Also, it may be worthwhile taking some time to familiarize yourself with the site layout and various features available at this point.

Finally, consider upgrading from the Basic (free) plan if you think you’ll benefit from additional features such as unlimited questions per survey or advanced analytics tools – these can prove invaluable when it comes down to effectively tracking campaigns.

In short, creating an account on SurveyMonkey isn’t rocket science – but it’s definitely an essential first step towards automating your campaign tracking efficiently.

Step 2: Creating a survey for campaign tracking

Let’s dive into the meat of this process – creating your survey. Your first concern might be, “What type of questions should I include?” Don’t worry, you’re not alone in wondering that. Most marketers have been there, scratching their heads over what to ask in a campaign tracking survey.

When constructing your survey, aim for questions that’ll help you track campaign performance effectively. For instance, you could ask respondents how they learned about your campaign. Was it via email? Social media? Word-of-mouth? This question alone can give you valuable insights into which of your marketing channels are performing best.

Another critical thing is making sure your survey isn’t too long or complex. You don’t want to scare off potential respondents with an extensive questionnaire that takes ages to fill out. Keep it simple and straight to the point; three to five questions can be more than enough.

Now, let’s talk about integrating these surveys into your campaigns. With SurveyMonkey’s tools at hand, this part is a breeze! All you need to do is embed the link of your created survey into whatever platform or channel you’re using for the campaign. It could be within an email body, as a clickable button on social media posts or even as QR codes on physical posters!

Finally, always remember to test everything before launch! Ensure all links work correctly and lead respondents directly to the intended page without any hiccups.

There you have it – step two completed! You’ve now set up an effective way to gauge audience reactions and perceptions towards your marketing campaigns using SurveyMonkey.

Step 3: Embedding tracking links in the survey

By now, you’ve created your survey and generated unique tracking links for each campaign. Let’s dive into the next step: embedding these tracking links within your SurveyMonkey questionnaire.

To start off, you’ll need to ensure that every question or invitation connected to a specific campaign includes the corresponding tracking link. This allows for seamless integration between your campaigns and survey responses. Remember that each campaign should have its own unique link.

Embedding a link is straightforward. When designing your survey in SurveyMonkey, simply use their rich text editor to include hyperlinks in your questions or invite messages. Click on the chain icon from the toolbar (that’s the ‘Insert/edit link’ button), paste in your tracking URL, then hit ‘Insert’. It’s as easy as pie!

You may wonder why it’s essential to place these tracking codes directly into your surveys. Well, this practice provides an accurate way of associating responses with specific campaigns without having to manually check each one. It also helps streamline analysis because data can be automatically grouped by campaign source.

But let’s not forget about privacy! Be sure to inform respondents that clicking on these embedded links will track their participation across different campaigns. Transparency builds trust – always remember that when rolling out any kind of data collection activity.

So go ahead and embed those URL trackers; it’ll make analyzing results easier than ever before!

Step 4: Sharing the survey link

You’ve made it to the next step, sharing your survey link. This is a crucial part of automating campaign tracking with SurveyMonkey. You see, the way you share your survey link can have a significant impact on its success.

Here’s how you do it. When your survey is ready for action, go to the ‘Send’ tab in SurveyMonkey and choose ‘Get Web Link’. That’s where you’ll find the magic URL that will lead respondents straight to your questionnaire.

But wait! Before you rush off and start scattering this link across the internet, there are a few things we need to discuss about customization. First off, don’t forget about those UTM parameters we talked about earlier. They’re what allow Google Analytics to track where your responses are coming from.

Here’s an example of what I’m talking about:

In this URL:

  • utm_source=facebook tells Google Analytics that anyone who clicked on this link saw it on Facebook.
  • utm_medium=social lets Google know that the traffic came through social media.
  • utm_campaign=summer_sale identifies which specific campaign was responsible for drawing in this audience.

Once you’ve got those UTM parameters added onto your URL, go ahead and share away! Post it on social media platforms, tuck it into emails or newsletters – wherever you think potential respondents might find it. The final step? Sit back and watch as data flows neatly into your Google Analytics dashboard thanks to automated campaign tracking with SurveyMonkey!

Step 5: Analyzing campaign data in SurveyMonkey

By now, you’ve done the groundwork – created your survey, launched your campaign, and watched those responses roll in. Now it’s time to dive into analyzing your campaign data. And guess what? SurveyMonkey makes that pretty straightforward too!

Start with the basics. Open up your ‘Analyze Results’ tab on the dashboard. Here’s where all your juicy data lives. You’ll see a visual representation of each question’s responses, making it easy to understand at a glance.

But don’t stop there! Dig deeper by using filters to break down the results further. Need to know how many respondents from Texas preferred product A over B? Or which age group is most satisfied with your service? By applying custom filters based on respondent details or specific answers given, you can get granular insights that help drive strategic decisions.

There’s more! Use compare rules to analyze variations in response among different groups such as age groups or regions. Check out trends over time and cross-tabulate results for multiple variables for greater depth analysis.

Don’t forget about text analytics either! If you used open-ended questions, SurveyMonkey will automatically tag and categorize these responses so you can identify common themes or patterns.

And if numbers really are your thing: export raw data into Excel for further number crunching.

Pie charts and bar graphs not enough? Try word clouds or sentiment analysis for an alternative view of things!


  • Start with viewing overall results
  • Apply filters for detailed insights
  • Use compare rules when necessary
  • Don’t ignore text analytics
  • Export raw data if needed

Buckle up – it’s time to explore what those numbers have been trying to tell you all along!

Benefits of Automating Campaign Tracking

There’s a lot you stand to gain from automating your campaign tracking with SurveyMonkey. To begin, let’s talk about the time-saving aspect. With automation, you’re trading in manual data entry and analysis for a system that does it all for you. That means less time spent on tedious tasks and more time to focus on what really matters – improving your campaigns.

Another significant advantage is accuracy. Manual data entry can be prone to errors, but an automated system significantly reduces this risk. The result? More reliable data that provides a true reflection of your campaign performance.

Think about the increased scalability too. As your business grows and expands, so will your campaigns and the volume of data produced. An automated tracking system will effortlessly scale alongside your business, eliminating any concerns about potential bottlenecks or limitations.

Let’s not overlook how automation can promote better decision making either:

  • Real-time insights: The beauty of an automated system is its ability to provide real-time updates on various metrics such as participant engagement levels or response rates.
  • Data-driven decisions: With accurate, timely data at hand, you’re equipped to make informed decisions based on solid facts rather than assumptions.
  • Trend identification: Over time, you’ll start noticing trends in your campaign performance which can guide future strategies and initiatives.

Finally, there’s the benefit of improved ROI. By automating campaign tracking with SurveyMonkey, you’re not just saving time and improving efficiency; you’re also maximizing the return on investment for each marketing dollar spent by leveraging precise insights derived from accurate tracking.

So there we have it – these are some compelling reasons why automating campaign tracking could well be a game-changer for both small businesses looking to get ahead and larger companies seeking even greater success!


Automating your campaign tracking with SurveyMonkey isn’t just an option—it’s a strategic move you’d be smart to make. It’s about maximizing efficiency, reducing the chance for error, and freeing up your precious time. Let’s quickly recap what we’ve covered:

  • Why automate? It’s simple: time is money. The less time you spend on tedious tasks like manually inputting data into spreadsheets, the more time you’ll have for high-level strategy and creative thinking.
  • With SurveyMonkey’s powerful features such as custom variables, unique links, and automatic tagging, it becomes hassle-free to track different aspects of your campaigns.
  • We dove into how to set up automated tracking in SurveyMonkey—from setting up unique links and custom variables to integrating with Google Analytics.

It can feel daunting at first. But once you get past that initial learning curve, you’ll wonder how you ever managed without automating your campaign tracking.

Now it’s over to you—take these insights into action! Remember that every organization is different; there isn’t a one-size-fits-all approach when it comes to automation strategies. Experiment with what works best for your team and refine those processes along the way.

Implementing this level of automation may require some initial effort but remember—once everything is set up correctly, it will save considerable effort down the line.

In essence, by automating campaign tracking in SurveyMonkey, you’re empowering yourself with accurate data that can drive business decisions. So go ahead—give it a shot! You’ll find that this tool not only simplifies your work process but also gives a significant boost to your marketing efforts.

You’ve got all the knowledge now—it’s time to put it into practice! Happy surveying!

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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