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. The link 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.

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 here,
  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 & Share the Link

Next, create your link survey you'll be sending out. 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. Copy the survey link listed, this is what you'll include in your campaign. 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.

Next, simply start your campaign including that link and as users respond you'll see the data populate on their profiles in real-time.

Customize User Attribute Names

By default, the user attribute created for a question is the same as it's 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 that question the use the 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 our Large & Enterprise plans.

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