Iterate

Introduction

Iterate is a suite of research tools that help you learn directly from your visitors, customers, and users. With Iterate you can easily send email surveys, share links to surveys, and display surveys directly within your website, or in your mobile app product.

MoEngage <> Iterate

With the MoEngage and Iterate integration, MoEngage and Iterate allows you to enhance your customer data by sending out a link to your Iterate survey through various campaign types in MoEngage, including email, push, web, or in-app messages. You can also embed an Iterate survey in your mobile app or website to gather customer feedback and fill in any gaps in your data.

Integration

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Prerequisites

Ensure you have permission to create a survey on Iterate.
Ensure you have access to MoEngage Dashboard.

Step 1: Configure MoEngage Integration on Iterate

To connect with MoEngage you'll need to your MoEngage Data API ID and Data API Key, which you can find in your MoEngage settings, under App >> APIs. To connect MoEngage to Iterate, log in to your Iterate account and go to your company settings page and enter them in the "API & Integrations" section:

Field	Description
App ID	App ID of your MoEngage account. You can find this by navigating to Settings -> App Settings
Data API ID
Data Center ID	Region of your MoEngage data cluster. Read more For example: 01, 02, 03, 04
Data API Key	App Key of your MoEngage account. You can find this by navigating to Settings -> App Settings

Step 2: Create an email survey in Iterate

You can either choose to create new survey or select an existing one. If you plan to include the survey in one of your MoEngage campaigns, you can create a survey using the "Email or link survey" type. Once you've written the questions and customized the design, go to the Send survey tab and select Integrations, followed by MoEngage.

For this example, we are using the NPS template:

On your Iterate dashboard >> pick the NPS template and choose the "Email or link survey" type.
Once you are ready with your questions, go to the Send Survey tab and click on "View Integrations".
Scroll down to the "MoEngage" card, and click on "Configure MoEngage":
Copy the embed code from the configuration and paste it in the MoEngage Template editor.
You can also choose to just send the survey link in your campaign. Copy the survey link and paste in the Template editor. Note the ?user_email={{UserAttribute['Email']|default('MOE_NOT_SEND')}}&user_moengage_customer_id={{UserAttribute['ID']}}&user_external_id={{UserAttribute['ID']}} which MoEngage will automatically replace with the correct email address and user id of the user you're sending to in the campaign.
Toggle on the integration to begin sending responses for that survey into MoEngage.

Step 3: Include the Embed Code or Link in a MoEngage campaign

You have two options for including the survey in your MoEngage campaign:

Embed the first question of your survey directly in your email template - Copy the code snippet under "Email embed code" in the MoEngage integration section of the Send survey tab. Paste that code into the HTML of your MoEngage email template at the point where you'd like the survey question to appear.
Include a link to your survey - If you prefer, you can just link to your survey from a button or link in the body of your email, so respondents will see the first question only after they've clicked through. Copy the link under Survey link in the MoEngage integration section of the Send survey tab.

Next, simply start your campaign including that link, and as users respond you'll see the data populate on their profiles in real-time.

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 MoEngage. 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.

Populate Data in MoEngage from your Mobile App or Website responses

To populate survey data within MoEngage from your mobile app survey (using any of our SDKs), or your website survey is just as simple. You'll need to pass along your user's email address as an associated piece of data with your survey, then enable the MoEngage integration in the Integrations dropdown menu on your survey dashboard. You can send MoEngage events on Iterate callbacks.

To learn how to associate data with a user within your survey: