Running a survey inside your mobile app with Iterate is easy and takes only a few minutes to set up once the relevant Iterate SDK has been installed. Follow along on this simple and quick walk-through of creating your first survey.

1. Log in or Create an account

Before you begin you'll need to have an Iterate account and log in.

2. Create your first survey

Once logged in you will arrive on the dashboard, here you can create your first survey by clicking on the Create a new survey button.

You will be prompted to select which type of survey it is you are creating. In this instance, we want to select the Install in your mobile app option.

2.1 Installing the SDK within your mobile app

Installing one of the Iterate SDK's within your mobile app is very straightforward, it's possible to continue with this guide all the way until the Preview & Publish step whilst your mobile engineering team implement the SDK.

Please see the Iterate SDK documentation on Github for more details.

3. Add questions to your survey

Now that we have created a survey, we need to add all of the questions you would like the answers to. We do that on the Build survey tab.

Start by writing out the first question you have in mind for this survey, select the type of question it is you are asking (freeform, single select, ranking, etc.), add any additional options or advanced settings and click Save.

You can add multiple questions (including by branching previous questions), edit your questions, or delete any you no longer need all from the Build survey tab.

4. Customize your survey

A survey that looks, feels and sounds like your brand is going to receive a significantly higher response rate. On the Customize design tab we allow you to select a color that complements your existing brand, as well as customize all of the interface copy within your survey (such as Next and Previous buttons).

5. Choose your targeting options

The most important step in setting up your survey are the settings on the Targeting options tab. Within your app, surveys are shown in response to events. An event can be anything from viewing a screen, clicking a button, or any other user action. Displaying your survey based on events triggered within your app will ensure you are targeting the right users at the right time.

5.1 Pick the events that should trigger a survey

Enter the name of the event(s) you would like to target and have this survey show up for. These event names are strings of text that have been implemented by your mobile engineering team. e.g. viewied-activity-feed or lapsed-user-push.

5.2 Decide when the survey should be displayed

Be default surveys will display immediately when the event is triggered. Optionally, you can choose to have the survey display a set number of seconds after the event has fired.

Again by default, a user will only ever see a survey once. You may decide you would like people to be able to fill out a survey multiple times, you can select that option here and choose a limit.

5.3 Limit the number of users that can see the survey

You can set a percentage holdback for your survey, this will limit the number of people who are eligible to see a survey.

6. Previewing and publishing your survey

First you may want to test your survey. This can be accomplished with a small code snippet, or via a QR code if using the Iterate for iOS SDK. Follow the appropriate instructions in our SDK documentation.

Finally, once everything is done, tested, and your users have the latest version of your app you can enable your survey by flipping the switch on the Preview and publish tab.

7. That's it!

Once enabled, your survey will show up to qualifying users, and feedback will start showing up on your dashboard in the View responses tab.

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