Vero Integration

Introduction

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

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

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

Vero is a customer engagement platform used to send personalized email, push, and multi-channel messages based on user behavior and event tracking.

Send email surveys with Vero

How it works

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

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

The advantages of using Vero for survey delivery include:

• Use Vero’s existing messaging templates and segmentation.
• Surveys feel native to your messaging workflows.
• Users are identified through Vero 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 Vero 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 they engage with the survey.

Embed survey in Vero campaign

1. In your Vero dashboard, create or open an email or message campaign where you want to include a survey.
2. Choose “HTML” when adding content to your campaign as explained here.
3. Paste the Refiner survey HTML embed code at the position you want the survey to appear.
4. Switch back to the standard editor and preview your message to verify the survey displays as expected.
5. Save and publish your campaign.

Sync survey data to Vero

Overview

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

• Triggering Vero campaigns based on survey interactions (e.g., “survey completed”).
• Using survey responses to segment audiences for tailored messaging.
• Updating Vero user profiles with traits derived from survey answers.

Setup integration

1. In the Integrations section of your Refiner project, click “Connect Vero”.
2. Enter the required Vero credentials:
   • API Key (from your Vero project settings).
3. Map the Refiner user identifier to the Vero user identifier you use, as well the email address. Vero expects both, the user id and email to be mapped.

After connection:

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

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

Use survey data in Vero

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

• Segment users based on survey responses (e.g., satisfaction levels, category tags).
• Trigger personalized messaging in Vero based on survey outcomes using event triggers.Vero
• Drive automated workflows by incorporating survey data into Vero’s audience and campaign logic.