Iterate integrates with CleverTap by recording survey responses as custom user properties, allowing you to create powerful new audiences and segments.
To set up your CleverTap integration with Iterate, follow the Getting Started instructions
Create your Survey
Next, create the survey you'll be sending. If you are planning on including the survey within one of your CleverTap 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 and select Integrations, then CleverTap. You'll then see the following configuration options:
Toggle on the integration to begin sending responses for that survey into CleverTap. Note the user_external_id={{ Profile.Identity | default: 'null' }} portion of the link which CleverTap will automatically replace with the correct id of the user you're sending to in the campaign. This is what is used to identify the user when sending responses back to CleverTap's API.
Include the Embed Code or Link
You have two options for including the survey in your CleverTap campaign:
Embed the first question of your survey directly in your email template (recommended)
Copy the code snippet under "Email embed code" in the CleverTap integration section of the Send survey tab. Paste that code into the HTML of your ClerverTap 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 CleverTap integration section of the Send survey tab.
Next, simply start your campaign and as users respond you'll see the data populate on their profiles in real-time.
Optional: Passing CleverTap user properties to Iterate
In some cases, you may want to make properties from users' profiles in CleverTap available to Iterate, so that you can use those attributes to help segment and filter your survey responses in the Iterate dashboard, or use the data to personalize your survey using Dynamic Text.
Example: an e-commerce marketplace might want to include a property that identifies a user as a "buyer" or a "seller", so they can then filter their survey responses in Iterate to only show buyers or sellers.
By default, Iterate will include only the user's CleverTap Identity ID and Email via the integration. If there are additional attributes you'd like to include, you can add them to the HTML code provided in the "Send survey" tab of your survey by clicking "Customize user properties" above where the HTML is shown:
To add properties, choose a user property name as you'd like it to appear in Iterate, and then enter the CleverTap template tag that will fill the correct value. You can also add attributes that are specific to this session or survey response, just toggle the Type from 'User' to 'Response'.
Important Note: Once created, the type of a property (e.g. 'user_id' is a number) cannot be changed. If you need to update the property type you can create a new key (e.g. 'user_id_string') or reach out to [email protected] to help.