With the Iterable & Iterate SDK's installed in your app, you can use the segmentation and targeting tools available in Iterable to deliver embedded surveys, natively and seamlessly, to your audience based on any trigger or custom segment.
Getting started
In your Iterate settings, navigate to API & Integrations and connect your Iterable account (if not already completed) using your Iterable API key and endpoint.
Create a new survey in Iterate.
From your Iterate dashboard, click Create a new survey. Select Send via Iterable In-App Message as the delivery method. Add your questions and optionally include a prompt message that will appear before the survey.
Install the Iterate SDKs.
In the Publish tab of your survey, follow the platform-specific instructions to install the Iterate SDK into your app for Android, iOS, React Native, or Web. This will need to be completed independently for each platform you wish to deliver surveys via Iterable.
Note: Your app must also have the Iterable SDK installed and configured correctly.
Continue platform specific installation.
Once the Iterate SDK's have been installed. In the Publish tab, confirm you have completed the necessary installation instructions per platform. These differ per platform, and need to be completed independently on each platform.
Create an Iterable Embedded Placement.
In Iterable, go to the Settings (gear icon), and select Embedded Placements. Create a new placement by clicking the New Placement button. Enter a name for the placement, we suggest Iterate Survey. Optionally add a description. Leave the default Message Type (Card) and Layout (Single message) options as-is. Under Details, turn off all fields - the only required field is the Raw data (JSON) at the bottom. Hit the Create button to save.
Create an Iterable In-App Message campaign.
In Iterable, go to New campaign and select Embedded. Name your campaign. From the Placement dropdown select Iterate Survey. Choose type Eligibility, and Create campaign.
Choose your Audience. Click Select list, and select the audience you would like to target from your Dynamic lists.
Add the Iterate survey code to Content. Click Start from scratch/Edit, then Select Add raw data, and paste the code snippet provided in the Publish tab of your survey. Click Save.
Review your campaign, and complete the rest of the campaign setup as you normally would. Then Start now / Schedule to start collecting feedback!
Send responses to Iterable
At the bottom of the Publish tab on your survey, follow the instructions to Enable sending response data into Iterable. You have the opportunity to customize the user attribute names here. As questions are answered Events are always sent to Iterable.
(Optional) Passing Iterable user attributes to Iterate
Want to personalize your surveys or filter responses in the Iterate dashboard? You can pass user attributes from Iterable to Iterate as part of your in-app message setup.
For full instructions on how to pass these attributes, including platform-specific setup (Android, iOS, React Native, or Web), refer to the Iterate SDK installation documentation.