Iterate connects seamlessly with CleverTap, allowing you to sync survey responses as User Properties and log custom events. This unlocks deeper segmentation and personalization across your campaigns.
Use Case
Enrich your customer profiles and fill in missing data by sharing Iterate surveys via any channel supported by CleverTap: Email, Web Pop-Ups, or Mobile In-App Messages, and more.
Each survey response is tied to a specific user by capturing their CleverTap Profile Identity, and the answers are automatically recorded as User Properties in CleverTap.
You can collect a wide range of data including:
Personal information (e.g., name, age, email)
Feedback metrics (e.g., NPS, CSAT, ratings)
User preferences (e.g., preferred platform, communication cadence)
Lifestyle data (e.g., favorite book, pet preference)
This data helps you define smarter audience segments and deliver more relevant messaging.
Getting Started
To set up the integration, you’ll need two things from your CleverTap project settings:
Project ID
Project Passcode
You can find both under Settings > Project > Overview in CleverTap.
Once you have them:
Log in to your Iterate account
Navigate to Company Settings > Integrations
Enter your Project ID and Passcode under CleverTap
If you using Web Pop-Ups or Mobile In-App Messages, reach out to support via in-app chat to send your MAU data to unlock those features.
That’s it—your accounts are now connected.
Distributing Your Survey
You can send Iterate surveys through CleverTap in several ways:
Logging Custom Events in CleverTap
As users complete your survey, Iterate can send a custom event to CleverTap called survey_question_response. This event can be used to trigger campaigns or flows inside CleverTap.
Each event includes:
question– The survey question textlabel– A custom name for the property, if definedresponse– A readable version of the user's answer
Depending on the question type, one of the following may also be included:
response_int– For numeric responses (e.g., NPS)response_string– For open-ended or single-select answersresponse_array– For multi-select questions
Refer to CleverTap’s custom event documentation for details on how to use this data in campaigns.
Customizing User Property Names
By default, survey questions are recorded in CleverTap using the full question text as the User Property name. For example, a question like “How satisfied are you with our service?” would be stored as a property with that exact name.
You can optionally rename the property (e.g., to CSAT_Score) during survey setup by clicking Customize User Property Names.
To exclude a question from being synced to CleverTap entirely, just uncheck Send to CleverTap for that question.
Availability
The CleverTap integration is available on Iterate plans that include Premium integrations.