Iterate integrates with Iterable by recording survey responses as custom user attributes and/or events 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 embedded message, or when embedding an Iterate survey in your mobile app or website. The survey data 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 "Server-side".
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
Iterate surveys can be delivered via Iterable in two ways:
Passing Iterable user attributes to Iterate
Technical difficulty: medium
In some cases, you may want to make attributes from users' profiles in Iterable available to Iterate, so that you can use those attributes to help segment and filter your survey responses in the Iterate dashboard, or use the data to personalize your survey using Dynamic Text.
Example: an e-commerce marketplace might want to include an attribute that identifies a user as a "buyer" or a "seller", so they can then filter their survey responses in Iterate to only show buyers or sellers.
By default, Iterate will include only the user id via the integration. If there are additional attributes you'd like to include, follow the instructions for each of the relevant platforms:
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 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.
Events
All survey responses will also generate events in Iterable. These events can be used as the basis for a custom segment, or to trigger a campaign.
The event type you'll see in Iterable is iterate-survey-question-response. 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 theresponsepropertyresponse_array- an array of responses, e.g. for a multiple select question.
Here's an example of how you'd create a segment in Iterable that includes users who have responded to an NPS question with a score less than or equal to 6:
Our Iterable integration is available with our Premium Integrations add-on.