This is a new feature. We'd love to hear your feedback! Contact your Iterate account representative for assistance or questions.

With the Braze SDK installed in your app or website, you can use the segmentation and targeting tools available in Braze to deliver in-app messages to a specific portion of your audience based on any trigger or custom segment.

Now, Iterate's integration with Braze allows you to deliver Iterate surveys natively and seamlessly as an in-app message, using only the Braze SDK and without any additional setup.

  1. Make sure you've added your Braze API key and Endpoint in your Iterate settings, as described here.

  2. Turn on the toggle in Settings to enable in-app message surveys:

  3. Create a new survey in Iterate. For the survey type, choose "Send via Braze In-App Message". Add questions, and if appropriate a prompt message to be shown before the survey. (Don't see this option? Make sure you've enabled the toggle from step 2)

  4. In the "Publish" tab for your survey, copy code snippet under "Copy and paste your embed code"

  5. Create a new In-App Messaging campaign in Braze. In the "Message Type" menu, select "Custom Code". Scroll down to the Compose area, and paste the code into the HTML input.

  6. In the "On-click Behavior" menu, select "Wait for User to Dismiss"

  7. Continue setting up your campaign as you would any other in-app messaging campaign, choosing a delivery method and targeting an audience.

Passing Braze user attributes to Iterate

Technical difficulty: medium

In some cases, you may want to make attributes from users' profiles in Braze available to Iterate, so that you can use those attributes to help segment and filter your survey responses in the Iterate dashboard.

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 pull the user's first name, last name, email address, and Braze ID via the integration. If there are additional attributes you'd like to include, you can add them to the HTML code provided in the "Publish" tab of your survey.

Look for the following lines in that HTML code:

"userTraits": {
"braze_id": "{{${braze_id}}}",
"external_id": "{{${user_id} | default: ${braze_id}}}",
"email": "{{${email_address}}}",
"first_name": "{{${first_name}}}",
"last_name": "{{${last_name}}}"
}

To add attributes, include an additional line in this JSON object where the key is the attribute name as you'd like it to appear in Iterate, and the value is a Braze personalization tag (note it should be surrounded by double quotes). See the list of supported personalization tags, which includes custom attributes.

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