The Alchemer Docusign Integration is available as an add-on. If you are interested in purchasing the Docusign Integration, please contact us for additional information.
At a high-level, Alchemer's integration with Docusign allows you to easily:
- Push survey data from Alchemer into Docusign so that you can send out a Docusign envelope to a signer
- Pull in information from a Docusign envelope and use that information in an Alchemer Survey
Integration Setup
Adding an Integration Action
1. Select an existing survey or create a new survey. Then navigate to the Survey Builder.
2. Click "Add New: Action"
You cannot add this Integration Action to the first page of the survey.
3. In the Add Action modal, scroll down to Integrations. Then click "Add" for one of your purchased integrations.
If you haven't purchased any additional integrations, you will see the below screen:
4. Select the action you would like to perform.
- Send a template for signing. Jump to section.
- Get envelope. Jump to section.
Docusign | Send Template for Signing
To configure this integration you will need:
- To authenticate with Docusign
- Your Account ID
- Your Template ID
- Your server location
- Fields in this survey that contain the name and email of the signer to send it
- Fields in this survey where you can save some information from the return.
1. Select "Send template for signing". 
2. Click "Next' on the integration overview screen.
3. Authenticate with Docusign 
4. Provide your Docusign Account ID
You can find this at the top of your admin dashboard.
5. Enter the template ID from Docusign that you would like to send out.
The template ID can be found inside your template by clicking the "Template ID" button.
6. Enter your server location.
This can be found under the "Apps and Keys" section of your admin portal. This will be something like NA2, CA, or EU
7. Select the fields you want to use to map the name and email of the signer you wish to send to.
How to Create Fields in Alchemer
1. Add survey questions that when answered will provide the desired field. (Example: What is the customer email address?)
2. Create a container using a Hidden Value. These Hidden Values can then be mapped to fields in Docusign and used as Merge Codes in your survey.
8. Select fields you would like to get back from the Docusign return.
9. Click "Save" to complete the integration setup.
Docusign | Get Envelope
To configure this integration you will need:
- To authenticate with Docusign
- Your Account ID
- Your Template ID
- Your server location
- Fields in this survey that contain information to use to find the specific Docusign envelope
- Fields in this survey where you can save some the envelope information.
1. Select "Get envelope" 
2. Click "Next' on the overview screen. 
3. Authenticate with Docusign
4. Provide your Docusign Account ID
You can find this at the top of your admin dashboard.
5. Enter the Envelope ID from Docusign.
This can be found by opening up an envelope in your agreements tab (In the URl or :Envelope ID" button)
This will be used to pull in a sample JSON return for your fields to return.
6. Enter your server location.
This can be found under the "Apps and Keys" section of your admin portal. This will be something like NA2, CA, or EU
7. Select the fields in this survey that contain the values you want to use to find the specific Docusign envelope.
How to Create Fields in Alchemer
1. Add survey questions that when answered will provide the desired field. (Example: What is the customer email address?)
2. Create a container using a Hidden Value. These Hidden Values can then be mapped to fields in Docusign and used as Merge Codes in your survey.
8. Select the fields you want to get back.
9. Click "Save"
Monitoring a Docusign Integration Action
A log of each run result can be found in Results > Individual Responses > Action Log.
Select an individual response and then navigate to the Action Log. In the Action Log you can monitor if the action was successful or not.
FAQs
1. The Integration Manager Permission is required to set-up and use the Docusign Integration. If you don't have this permission you will see the following when trying to add the integration to a survey:
2. To check if you have this permission or grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the user management tab.
3. Then select the Users tab under User Management.
4. Click your username or the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Alchemer is committed to continuously releasing updates and enhancements to our survey integrations. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
