Iterate integrates with Iterable by recording survey responses as custom user attributes in Iterable 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 campaign type in Iterable: email, push, web or in-app message. The link will include the user's email address, 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 Iterable.

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 Iterable you'll need to create an API key, which you can do in the Integrations tab of your Iterable dashboard, under "API keys". Click "Create new API key", and choose the type "Standard".

Once you have your key, log in to your Iterate account and go to your company settings page and enter it there.


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 tab and select Integrations, then Iterable. You'll then see the following configuration options:

Toggle on the integration to begin sending responses for that survey into Iterable. Copy the survey link listed — this is what you'll include in your campaign. Note the ?email={{email}} which Iterable will automatically replace with the correct email address 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 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 Iterable. 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 Iterable integration is only available on our Large & Enterprise plans.

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