Iterate integrates with Braze by recording survey responses as custom user attributes in Braze allowing you to create powerful new audiences and segments.
Use Case
Fill in gaps and enrich your customer data by sending out a link to your Iterate survey via any channel in Braze: email, push, or in-app message, or when embedding an Iterate survey in your mobile app or website. The survey data will include the user's braze id, which will be used to identify that user. When they fill out the survey the responses to each question will be set as a custom user attribute in Braze.
With Iterate you can collect nearly any type of data. Ranging from personal info (name, age, email), performance data (NPS, Customer Satisfaction, star ratings), preferences (preferred device, preferred frequency of communication), or personality (favorite book, dog, or cat person). What you ask is entirely up to you and what kind of audiences you're looking to build.
Getting Started
To connect with Braze you'll need two things:
Your cluster REST endpoint which can be found in Braze's documentation
An API key with at least the
users.track
permission which can be found in the Developer Console in Braze. To send surveys via Braze In-App Messages, you'll also need thekpi.mau.data_series
permission.
Once you have those, log in to your Iterate account and go to your company settings page and enter them
Create your survey
Iterate surveys can be delivered via Braze in two ways:
If you plan to distribute your survey outside of Braze (or using Iterate's native SDKs), you can still use our integration to send response data back to Braze. You'll need to pass along your user's Braze ID (with the property name braze_id
) or Braze External ID (with the name braze_external_id
) as an associated piece of data with your survey, then enable the Braze integration in the Integrations dropdown menu on your survey dashboard.
Learn how to associate data with a user within your survey:
Braze Custom Events
Each time a respondent answers a survey question Iterate triggers a custom event within Braze named survey-question-response
. Custom events allow you to trigger any number and type of follow-up campaigns.
Events have the following properties:
question
- The text of the question promptlabel
- If you've customized the attribute name for a given question (see above), this property will include the custom nameresponse
- The user's response to the question as human-readable textDepending on the question type, the event will also include one of these typed fields:
response_int
- the integer value of the response (e.g. for an NPS question)response_string
- the string value of the response, usually the same as theresponse
propertyresponse_array
- an array of responses, e.g. for a multiple select question.
Learn more in Braze's documentation: Custom Events.
Customize User Attribute Names
By default, the user attribute created for a question is the same as its prompt. For example a question with the prompt: "Overall, how satisfied are you with Iterate?" will be added as the user attribute Overall, how satisfied are you with Iterate?
in Braze. In some cases, you may want to customize that, in this example, we'll change the question attribute name CSAT Score
(for customer satisfaction score).
To do that click on the Customize user attribute names in the previous step and enter any custom names you'd like.
You may also exclude certain questions from user attributes by unchecking the "Send to braze" box.
Our Braze integration is only available on plans that include Premium integrations.