Interable Integration

Introduction

Our Iterable integration lets you do two primary things with Refiner:

1. Embed Refiner surveys in Iterable messaging campaigns (including email and other channels supported in Iterable).
2. Sync survey interaction events and response data to your Iterable account as user events and user profile fields.

You can use these features independently or together to enhance your engagement workflows.

Iterable is a cross-channel customer engagement and marketing automation platform that enables personalized campaigns across email, SMS, push, in-app, and other channels using user data and behavioral events.

Send email surveys with Iterable

How it works

If you want to distribute Refiner surveys via messages sent through Iterable, you can embed Refiner surveys directly into your Iterable campaign templates. Iterable remains the tool that sends the messages—Refiner provides the survey experience.

The survey embed works by inserting HTML (generated in Refiner) into your Iterable email or message editor. When users interact with the embedded survey prompt, Refiner tracks engagement and presents the survey on a hosted Refiner page.

The advantages of using Iterable for survey delivery include:

• Use Iterable’s existing messaging templates and audience segmentation.
• Surveys feel native to your messaging workflows.
• Users are identified through Iterable personalization fields when interacting with surveys.

Get your survey embed code

1. In the Refiner survey builder, go to the “Embed Code” tab.
2. Choose Iterable from the list of supported providers.
3. Copy the generated HTML code snippet. This snippet includes the necessary personalization tags to ensure the user is correctly identified when interacting with the survey.

Embed survey in Iterable campaign

1. In your Iterable dashboard, create or open the HTML Email as explained here
2. Paste the Refiner survey HTML embed code at the position where you want the survey to appear.
3. Switch back to the standard editor and preview your message to verify the survey displays as expected.
4. Save and publish your campaign.

Sync survey data to Iterable

Overview

The Iterable integration allows you to send survey interaction events and survey response data from Refiner into your Iterable account. This enables use cases such as:

• Triggering Iterable campaigns based on survey interactions (e.g., “survey completed”).
• Using response data to segment users for tailored messaging and audience creation.
• Updating Iterable user profiles with custom data captured via survey responses.

Iterable’s API supports sending custom events and updating user profile fields, which Refiner uses when syncing survey data. support.iterable.com

Setup

1. In the Integrations section of your Refiner project, click “Connect Iterable”.
2. Enter the required Iterable credentials:
   • API Key (from your Iterable API settings).
3. Map the Refiner user identifier to the Iterable identifier you use (Iterable userId or email). This mapping ensures events and profile updates are associated with the correct user in Iterable.

After connection:

• Select the surveys whose data you want synced to Iterable.
• Choose which Refiner events should be sent to Iterable (for example: Survey Seen, Survey Dismissed, Survey Completed).
• Decide whether Refiner should send an identify call to update the user profile in Iterable with Refiner data.
• Select whether the data sent to Iterable should include only survey responses or additional contact fields as well.
• Choose whether synced data fields should be prefixed with “refiner_” to distinguish them in your Iterable account.

Once configured, Refiner will begin sending survey events and responses to Iterable according to your selections.

Use survey data in Iterable

With survey events and response data flowing into Iterable, you can:

• Segment users based on survey outcomes (e.g., satisfaction levels or NPS categories).
• Trigger personalized messaging campaigns in Iterable based on survey responses or custom events.
• Drive automated journeys by incorporating survey events and user traits into Iterable workflows.

Iterable’s event and user profile model lets you use custom tracking events and attributes to build segments, power personalization, and orchestrate cross-channel campaigns.