Iterate integrates with Iterable by recording survey responses as custom user attributes and/or events in Iterable, allowing you to create powerful new audiences and segments.
To set up your Iterable integration with Iterate, follow the Getting Started instructions.
Create your Survey
Next, create the survey you'll be sending out. If you are planning on including the survey within one of your Iterable campaigns (most common) you can create a survey using our Email/Link survey type. Once the questions have been written and you've customized the design, go to the Send survey tab and select Integrations, then Iterable. You'll then see the following configuration options:
Toggle on the integration to begin sending responses for that survey into Iterable. Note the ?user_email={{email}}&user_external_id={{defaultIfEmpty userId email}} which Iterable will automatically replace with the correct email address and user id of the user you're sending to in the campaign.
Include the Embed Code or Link
You have two options for including the survey in your Iterable campaign:
Embed the first question of your survey directly in your email template
Copy the code snippet under "Email embed code" in the Iterable integration section of the Send survey tab. Paste that code into the HTML of your Iterable email template at the point where you'd like the survey question to appear.
Include a link to your survey
If you prefer, you can just link to your survey from a button or link in the body of your email, so respondents will see the first question only after they've clicked through. Copy the link under Survey link in the Iterable integration section of the Send survey tab.
Next, simply start your campaign including that link, and as users respond you'll see the data populate on their profiles in real-time.