Iterate (Actions) Destination

Iterate helps you harness customer insights across your whole business with the world’s leading Customer Insights Manager. Put customer insights at the center of your business with user-friendly research tools that look and feel like your brand. With mobile, website and email surveys that are highly targeted, user-friendly, and on-brand, you can learn directly from your visitors, customers, and users.

Iterate maintains this destination. See Iterate’s documentation or contact support@iteratehq.com with any questions.

Benefits of Iterate (Actions)

Iterate (Actions) provides the following benefits:

• Simple setup - Iterate (Actions) has a streamlined default setup process making it easier to get started in a way that “just works”.
• More control - Actions-based destinations enable you to define the mapping between the data Segment receives from your sources, and the data Segment sends to Iterate.
• Default property mappings - Default mappings from the Segment like userId, userTraits, and more, allow data to be mapped correctly without any setup required.

Getting started

1. From the Segment web app, navigate to Connections > Catalog > Destinations.
2. Click the Destination Actions category item in the left navigation.
3. Search for Iterate (Actions) and select it.
4. Click Configure Iterate (Actions).
5. Select an existing Source to connect to Iterate (Actions).
6. Set your Embed API Key. See Getting your Embed API Key for details.

Destination Settings

Available Presets

Iterate Web (Actions) has the following presets:

Available Actions

Build your own Mappings. Combine supported triggers with the following Iterate Web-supported actions:

• Identify User

• Track Event

Identify User

Sets user identity

Identify User is a Web action. The default Trigger is: type = "identify"

Click to show / hide fields

Track Event

Track events

Track Event is a Web action. The default Trigger is: type = "track"

Click to show / hide fields

Get your Embed API Key

To get your Embed API Key:

1. Log in to Iterate.
2. Create a Website survey.
3. Click Preview and publish.
4. In the ‘Embed your survey script’ section, select the value of the ‘apiKey’ property in the embed code.

Create and configure your Iterate survey

Once the Iterate (Actions) destination is configured, you’re ready to create your survey and display it in response to an event. To create and configure your Iterate survey:

1. Log in to your Iterate account.
2. Create a new website survey. Learn more about setting up your website survey.
3. Add questions to your survey.
4. Customize your survey.
5. Enable event targeting.
   1. Click the targeting options tab.
   2. In the Where the survey is displayed section select In response to an event.
   3. Enter the name of the event(s) you would like to trigger this survey to be displayed.
6. Choose the rest of your your targeting options.
7. Test your survey.
   1. Click Preview and publish.
   2. Copy the iterate_preview parameter from the Test your survey section.
   3. Go to your website and add the iterate_preview parameter to the url.
   4. Trigger one of the events you are targeting to get the survey to display.
8. Publish your survey.

Associate user data with your survey

You can associate user data with the responses to your survey by using the Segment Identify call. Any data sent in this call associates with that user’s responses to all surveys.