Iterate

All you need to know about how often someone will see a survey

Survey Eligibility And Frequency

Iterate surveys can be closed manually, at a certain time, or after a set number of responses

How to close or turn off a survey

Invoices and receipts

Responses are aggregated and summarized on your dashboard

Analyzing Survey Results

Where to find your API keys for third-party integrations

Finding Your API Key

Insert dynamic text based on user data into your surveys

Dynamic Text

Event Targeting

Use Markdown to format text, link text, or add images to question

Formatting Text With Markdown

Learn more about our survey options including deleting responses and more...

Duplicating, Renaming, or Deleting Your Survey

Learn more about when is best to use a prompt before your survey

Adding a Prompt Before Your Survey

Learn more about the price of Iterate's plans

Pricing

Powered by Iterate Branding

Add logic to your survey to conditionally show questions, redirect to urls, or skip to the end of a survey based on a user's responses

Question Branching Logic

Use our search tool to find user's and delete or anonymize their data

Deleting & Anonymizing User Data

Using the external_id property links users across platforms for seamless experiences and better data analysis

Identifying users across multiple platforms

How to Link Out to an External URL from a Survey

Customer Satisfaction Score (CSAT)

Customize your survey appearance with your own CSS

Using CSS to Customize Survey Interfaces

Add translations to your surveys across all platforms, to display questions and response options to users in their native language.

Run surveys in multiple languages

Assign numerical values to answer options in questions to quantify responses and calculate overall scores for submissions.

Scoring

Save and reuse your most common questions across surveys.

Using the Question Bank

Use Email Reminders to automatically follow up with survey invitees.

Email Reminders

Learn how we automatically filter out bot responses from your email survey data to ensure accurate results.

Bot Detection

General

Enable Single Sign-On to allow your team to login to Iterate using your existing Identity Provider (IdP)

SSO (Single Sign-On)

Detailed steps to configure Google Workspace as your SSO provider in Iterate

Google Workspace SSO

Okta SSO

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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