Iterate

What is Iterate

Iterate is a Customer Insights Manager (CIM) platform designed to help businesses collect, analyze, and act on customer feedback. The core purpose of the tool is to centralize customer insights from various channels, making them accessible across different teams like product, marketing, user research, and sales. Its main functionality revolves around creating and deploying targeted surveys through mobile apps, email, and websites. This allows companies to listen to their users, learn from their feedback using advanced analytics and AI, and then act on those insights to improve their products and services. Iterate was founded in 2016 and operates as a key tool for companies aiming to make customer-centric decisions.

Iterate Features

Iterate offers a suite of features to manage customer feedback effectively.

• In-App Mobile Surveys: Deploy surveys directly within your iOS or Android app using lightweight SDKs. This allows you to target users at specific moments in their journey, such as after completing an action, to gather highly relevant feedback.
• One-Click Email Surveys: Embed surveys directly into emails to increase response rates. You can schedule these surveys or trigger them based on user actions through integrations with marketing and analytics tools.
• Embedded Website Surveys: Place surveys on your website to understand visitor behavior. This is useful for gathering feedback on website navigation, understanding cart abandonment reasons, or measuring brand satisfaction with metrics like Net Promoter Score (NPS).
• Advanced Filtering and Segmentation: Analyze survey responses by digging deep into the data. You can filter results based on user demographics, behavior, or survey answers to identify trends within specific customer segments.
• AI-Powered Research Assistant: This feature automatically analyzes open-ended text responses. It uses natural language processing to identify key topics, determine customer sentiment (positive, negative, neutral), and alert you to emerging issues, saving significant manual analysis time.
• Seamless Integrations: Connect Iterate with other tools your team uses daily. This ensures that customer insights flow directly into platforms for product management, marketing automation, CRM, and analytics, making the feedback actionable.

Iterate Pricing Plans

Iterate offers pricing that scales with usage, designed to fit businesses of different sizes. The plans are structured to provide more features and capacity as a company's needs grow.

• Starter Plan: This plan is ideal for small businesses or startups beginning to collect customer feedback. It typically includes access to all survey types but with limitations on the number of monthly responses and users.
• Pro Plan: Aimed at growing companies, this tier offers a higher volume of responses, more advanced features like complex targeting rules, and access to a wider range of integrations. It is suitable for teams that need to run continuous feedback programs.
• Enterprise Plan: Designed for large organizations, this plan provides unlimited capacity, advanced security features, dedicated support, and custom integrations. It is built for businesses that need to manage customer insights at a large scale across multiple departments.

Iterate Free Plan

Iterate does not offer a permanent free plan. However, it provides a 14-day free trial that gives new users full access to all its features. The trial does not require a credit card to sign up. This allows you to explore the platform's capabilities, create and send unlimited surveys, and analyze the results to see if it fits your business needs before committing to a paid plan.

How to use Iterate

Getting started with Iterate is a straightforward process focused on creating and deploying surveys quickly.

1. Sign Up: Create an account and start your 14-day free trial.
2. Choose a Survey Type: Decide where you want to reach your customers. You can select from in-app mobile surveys, email surveys, or embedded website surveys.
3. Build Your Survey: Use the survey builder to add questions. You can choose from various question types, such as multiple-choice, rating scales, and open-ended text.
4. Set Targeting Rules: Define who should see your survey and when. For in-app surveys, you can target users who have completed a specific action. For email surveys, you can connect to your email provider to send to a specific list.
5. Deploy the Survey: For website surveys, embed a small code snippet on your site. For mobile surveys, install the Iterate SDK in your app. For email, connect your email service provider.
6. Analyze Responses: As responses come in, use the dashboard to view the data. Use filters to segment your audience and let the AI Research Assistant analyze text feedback for themes and sentiment.
7. Act on Insights: Share findings with your team and use the integrations to send feedback to tools like Salesforce or HubSpot to create a complete view of the customer.

Pros and Cons of Iterate

Pros:

• Multi-Channel Feedback: Collects feedback from users across mobile apps, email, and websites in one platform.
• Powerful AI Analysis: The Research Assistant saves a lot of time by automatically analyzing text responses for topics and sentiment.
• Precise Targeting: Allows you to survey the right users at the right time, leading to more relevant insights.
• Easy to Use: The interface for building surveys and analyzing data is user-friendly.
• Good Integrations: Connects with popular tools, making it easy to incorporate feedback into existing workflows.

Cons:

• Usage-Based Pricing: Costs can increase significantly for businesses with a very large user base or high survey volume.
• No Permanent Free Plan: The lack of a free forever plan may be a limitation for very small projects or individuals.
• Can Be Overkill for Simple Needs: For users who only need a basic form builder, Iterate's advanced features might be more than necessary.

Iterate integrations

Iterate connects with a variety of popular tools to help you centralize and act on customer feedback. Key integrations include:

• FullStory: Combine qualitative survey feedback from Iterate with quantitative session replays from FullStory to understand the 'why' behind user actions.
• HubSpot: Send survey responses directly to HubSpot contact records to enrich your customer profiles with valuable feedback.
• Klaviyo: Trigger surveys in Iterate based on customer actions in Klaviyo, and send survey data back to Klaviyo to create targeted segments.
• Mixpanel: Target surveys to users based on their behavior tracked in Mixpanel, allowing for highly contextual feedback collection.
• Salesforce: Sync survey feedback to Salesforce records to give your sales and support teams a deeper understanding of customer needs and satisfaction.
• Zapier: Connect Iterate to thousands of other apps through Zapier to automate workflows and move data between your favorite tools.

Iterate Alternatives

• SurveyMonkey: A widely used tool for general-purpose surveys. It is very flexible but lacks the deep, native in-app survey capabilities and AI text analysis that Iterate specializes in.
• Typeform: Known for its beautiful, conversational survey design. Typeform is excellent for engaging users but offers less advanced targeting and analytics compared to Iterate.
• Hotjar: Combines user feedback tools (like on-site surveys and polls) with behavior analytics tools (like heatmaps and session recordings). It is more focused on website experience than multi-channel feedback.
• Qualtrics: An enterprise-level experience management platform. It is extremely powerful and comprehensive but is also more complex and significantly more expensive, making it better suited for large corporations with dedicated research teams.

Iterate API

Yes, Iterate provides a developer API that allows you to integrate its survey functionality more deeply into your applications and workflows. The API can be used to programmatically send events to Iterate, which can then be used to trigger surveys for specific users. This gives you granular control over when and how surveys are displayed.

To use the API, you will need an API key, which can be generated from within your Iterate account settings. Once you have the key, you can make authenticated requests to the API endpoint.

Here is a generic example of how you might send an event using a cURL command:

curl -X POST 'https://iteratehq.com/api/v1/events' \
-H 'Authorization: Bearer YOUR_API_KEY' \
-H 'Content-Type: application/json' \
-d '{
  "user_id": "user-123",
  "event_name": "purchase_completed"
}'

For detailed documentation and more examples, you should visit the developer section on the Iterate website.

Iterate Affiliate program

There is no publicly advertised affiliate or referral program for Iterate. Companies that wish to partner with Iterate or promote their services should contact their sales or support team directly. They may offer partnership opportunities for agencies, consultants, or influencers on a case-by-case basis. You can typically find contact information on their website to inquire about becoming a partner.