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:

  1. Your cluster REST endpoint which can be found in Braze's documentation

  2. An API key with the users.track permission which can be found in the Developer Console in Braze

Once you have those, log in to your Iterate account and go to your company setting page and enter them

Create your Survey

Next, create the survey you'll be sending. If you are planning on including the survey within one of your Braze 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 Braze. You'll then see the following configuration options:

Toggle on the integration to begin sending responses for that survey into Braze. Note the ?user_braze_id={{${braze_id}}} which Braze will automatically replace with the correct braze id of the user you're sending to in the campaign.

Include the Embed Code or Link

You have two options for including the survey in your Braze campaign:

  1. Embed the first question of your survey directly in your email template
    Copy the code snippet under "Email embed code" in the Braze integration section of the Send survey tab. Paste that code into the HTML of your Braze email template at the point where you'd like the survey question to appear.
    Note: If you're having trouble seeing the survey question, or it looks incorrectly formatted, you'll need to go into the Sending info tab while editing your email template in Braze, and uncheck the box called "Inline CSS"

  2. 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 Braze 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.

Populate Data in Braze from your Mobile App or Website responses

To populate survey data within Braze from your mobile app survey (using any of our SDKs), or your website survey is just as simple. You'll need to pass along your user's braze 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. 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.

Our Braze integration is only available on plans that include Premium integrations.

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