Iterate is a survey platform that helps you collect customer feedback through targeted, customizable surveys. Connect it to Omnisend to automatically sync survey responses as contact properties and trigger email or SMS workflows when surveys are completed – perfect for post-purchase feedback loops, NPS campaigns, customer satisfaction tracking, and personalized follow-ups based on survey answers.
Before You Begin
The integration is available on all Omnisend plans.
Iterate sends survey completion data to Omnisend via webhooks – the event triggers 10 minutes after the last question is answered.
All survey questions and answers sync as contact custom properties.
Setup Process
Step 1. Go to the App Market in Omnisend, find the Iterate app, and click the Connect Now button.
Step 2. On the next page, you'll see an automation. Once you select it, you will see the webhook's URL. This URL is required for us to receive information about the upcoming event.
Step 3. Access your survey's webhooks settings and select the information you wish to send to Omnisend.
Step 4. Once settings are accessed, you can copy the webhook URL from Omnisend and paste it into the webhook fields in Iterate.
As you can see, you have two inputs:
For this survey only.
For all of your company surveys.
If you wish to trigger a custom event for all surveys in your Iterate account, paste your webhook URL below. Otherwise, paste the URL into the top input. Make sure to press the Add button and enable the toggle so the changes are saved.
And that's it! Once the survey is completed, a custom event will be triggered in Omnisend, and questions/responses will be synced as custom properties.
What Data Is Passed
When the survey is completed, the email address is synced to Omnisend (with the non-subscribed status) and custom properties are set. On top of that, the custom event Iterate - Survey Completed will also be triggered, so you can trigger contacts in your automations whenever a survey is completed.
Keep in mind that the custom event will be triggered 10 minutes after the last question is answered. This ensures all responses are captured and processed before syncing to Omnisend. The delay is built into Iterate's system and cannot be changed at the moment.
FAQ
What if a contact completes the same survey twice?
Omnisend updates the existing contact profile with the latest survey responses and logs a new "Iterate – Survey Completed" event. This can trigger workflows again unless you enable frequency in automations.
Can I sync only specific surveys?
Yes – in Step 4 within the Setup Process section, you can choose to sync all surveys or only selected ones.
What if a customer doesn't provide an email?
The event won't sync to Omnisend. An email address is required to create or update a contact.
Didn't find the answer to your question? Reach out to our support team through the in-app chat or at [email protected] – our team is available 24/7.