Alchemer Survey integration in Workflows

Overview

Alchemer Survey is a survey and data collection platform used by organizations to gather feedback, conduct research, and collect structured data at scale.

The Alchemer integration with Alchemer Survey supports contact list management via the Alchemer API. The Alchemer Survey integration allows Alchemer to look up, create, update, upsert, and delete contacts in Alchemer contact lists. It can also suppress contacts, unsubscribe contacts, and check a contact's status. This lets workflows personalize steps with existing contact data, keep contact records in sync with workflow data, and respect contact communication preferences.


Common uses for the Alchemer Survey integration

  • Personalize emails and workflow steps using existing contact list data
  • Use contact fields in workflow logic and routing
  • Automatically create new contacts in Alchemer from workflow data
  • Update or upsert contact records with data collected in workflows
  • Reduce manual data entry and keep contact lists current
  • Temporarily suppress contacts from receiving survey invitations and messages
  • Unsubscribe contacts who opt out in another system
  • Check a contact's status before sending an invitation or message

What can the Alchemer Survey integration do?

You will need


Setup Alchemer Survey integration in workflow

Alchemer Survey | Get Contact


You will need:

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Get Contact.
  5. Alchemer Survey | Authentication: Select an existing authentication or create a new one, this authentication uses your Alchemer API Key. Select the datacenter for your Alchemer account.
  6. Alchemer Survey | Select contact list: Select the contact list that you would like to use for the contact lookup.
  7. Alchemer Survey | Find Contact: Select the Alchemer field containing the lookup value (e.g. email address or contact ID).
  8. Alchemer Survey | Get data back: Select the contact fields you want returned (e.g. first name, last name, email, custom fields). These values can be used to personalize workflow steps or drive logic.
  9. Save the action.

Status codes

  • 200: Successfully returned contact
  • 201: Query ran successfully, but no contacts were found
  • 202: Multiple contacts were found. The first contact was returned
  • 400: The external integration returned an error

Alchemer Survey | Update Contact


You will need:

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Update Contact.
  5. Alchemer Survey | Authentication: Select an existing authentication or create a new one, this authentication uses your Alchemer API Key. Select the datacenter for your Alchemer account.
  6. Alchemer Survey | Select contact list: Select the contact list that you would like to use for the contact lookup.
  7. Alchemer Survey | Find Contact: Select the Alchemer field containing the unique contact identifier.
  8. Alchemer Survey | Update Contact: Map Alchemer workflow fields to the contact fields you want to update.
  9. Alchemer Survey | Get data back: Select metadata fields (e.g. message, status code). These can be used to help debug your action setup.
  10. Save the action.

Status codes

  • 200: Successfully updated contact
  • 201: Query ran successfully, but no contacts were found
  • 202: Multiple contacts were found. No contacts were updated
  • 400: The external integration returned an error

Alchemer Survey | Create Contact


You will need:

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Create Contact.
  5. Alchemer Survey | Authentication: Select an existing authentication or create a new one, this authentication uses your Alchemer API Key. Select the datacenter for your Alchemer account.
  6. Alchemer Survey | Select contact list: Select the contact list that you would like to use for the contact lookup.
  7. Alchemer Survey | Create Contact: Map workflow fields to the contact fields you want to populate.
  8. Alchemer Survey | Get data back: Select metadata fields (e.g. message, status code) to return. These help with debugging your integration.
  9. Save the action.

Status codes

  • 200: Successfully created contact
  • 400: The external integration returned an error

Alchemer Survey | Upsert Contact


You will need:

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Upsert Contact.
  5. Alchemer Survey | Authentication: Select an existing authentication or create a new one, this authentication uses your Alchemer API Key. Select the datacenter for your Alchemer account.
  6. Alchemer Survey | Select contact list: Select the contact list that you would like to use for the contact lookup.
  7. Alchemer Survey | Find Contact: Select the Alchemer field containing the lookup value used to determine whether the contact already exists.
  8. Alchemer Survey | Upsert Contact: Map workflow fields to the contact fields you want to create or update.
  9. Alchemer Survey | Get data back: Select metadata fields (e.g. message, status code). These can be used to help debug your action setup.
  10. Save the action.

Status codes

  • 200: Successfully created/updated contact
  • 202: Multiple contacts were found. Please update your query to select unique fields.
  • 400: The external integration returned an error

Alchemer Survey | Delete Contact


You will need:

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Delete Contact.
  5. Alchemer Survey | Authentication: Select an existing authentication or create a new one, this authentication uses your Alchemer API Key. Select the datacenter for your Alchemer account.
  6. Alchemer Survey | Select contact list: Select the contact list that contains the contact you want to delete.
  7. Alchemer Survey | Delete Contact: Select the Alchemer field containing the ID of the contact you want to delete from the contact list.
  8. Save the action.

Status codes

  • 200: Successfully deleted contact
  • 201: Query ran successfully, but no contacts were found
  • 400: The external integration returned an error

Alchemer Survey | Suppress Contact


You will need:

  • A workflow field containing the contact's email address
  • A value for how long to suppress the contact

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Suppress Contact.
  5. Alchemer Survey | Suppression Information: Select the fields in this workflow that contain the contact's email address and how long to suppress the contact.
  6. Save the action.

Status codes

  • 200: Successfully suppressed contact
  • 400: The external integration returned an error

Alchemer Survey | Contact Status


You will need:

  • A workflow field containing the contact's email address

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Contact Status.
  5. Alchemer Survey | Contact email: Select the field in this workflow that contains the contact's email address.
  6. Save the action.

Status codes

  • 200: Successfully retrieved contact status
  • 400: The external integration returned an error

Alchemer Survey | Unsubscribe Contact


You will need:

  • A workflow field containing the contact's email address

Configure the action

  1. Open your workflow in Workflow Builder.
  2. On the right side, drag and drop the Alchemer Survey connection where you want the action to trigger.
  3. In the connection box, click the pencil icon in the top-right corner.
  4. Select Alchemer Survey | Unsubscribe Contact.
  5. Alchemer Survey | Contact email: Select the field in this workflow that contains the contact's email address.
  6. Save the action.

Status codes

  • 200: Successfully unsubscribed contact
  • 400: The external integration returned an error

Testing and Troubleshooting

Testing and Validation


How to test

  • Trigger the workflow and monitor individual runs in the Monitor tab.
    • Click on individual workflow runs to see input/output metadata.
  • Confirm the expected contact activity in Alchemer (created, updated, retrieved, deleted, suppressed, or unsubscribed).
  • Use returned metadata to validate successful behavior.

How to verify results

  • Inspect the affected contact record in your Alchemer contact list.
  • Ensure all retrieved or updated values match expectations.
  • For suppress and unsubscribe actions, use the Contact status action or check the contact in Alchemer to confirm the change.

Monitoring Integration Activity


Where to find logs

  • Go to Results → Monitor.
  • Select the integration step you want to inspect.

What logs display

  • Input/Output

Troubleshooting


Authentication issues

  • Incorrect or expired API key or secret
  • Wrong data center selected during authentication

Lookup failures

  • Invalid or missing contact identifier
  • No matching contact found in the contact list
  • No contact found for the email address provided

Mapping errors

  • Unsupported or invalid field values
  • Incorrect formatting (e.g. email address format)
  • Missing or invalid suppression length for the Suppress contact action

API errors

  • Validation failures from the Alchemer API
  • Rate limit or endpoint restrictions

FAQs

What permissions do I need?
Integration Manager in Alchemer and a valid Alchemer API key with access to contact list data.
When does the integration run?
When the workflow triggers and reaches the integration step.
Can I use multiple Alchemer Survey actions in one workflow?
Yes. Actions can work independently or together.
What is the difference between suppressing and unsubscribing a contact?
Suppressing a contact stops them from receiving messages for the length of time you set. Unsubscribing a contact opts them out of future messages.
Why isn’t my data updating?
Check the Monitor logs for lookup issues, mapping problems, or API errors.
What if I need additional functionality?
Contact Alchemer Support for enhancement requests.
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