Use the Survicate - Braze integration to identify respondents, sync survey answers, and create segments in Braze.
In this article, you'll learn about:
sending email surveys via Braze,
connecting and setting up the integration,
using the Survicate data to create segments in Braze,
sending events to Braze contact profiles once someone responds to your survey,
how to analyze results in the Analyze tab and via Insights Hub;
and best practices to make the most of the integration.
Create your survey
1. Create an Email or Shareable link survey.
Click on + Create new survey, select any creation method (a template, using AI survey creation, or adding your own questions), and the Email or Shareable link survey type:
For more in-depth instructions, check out this article.
2. In the Configure tab of the survey, select Braze as the tool to identify respondents with:
3. After everything is set up in your survey, go to the Share tab and decide how to send your email survey. There are two options - you can send your survey as a link or embed the first question in the email so that respondents start answering the survey right from the email.
Survey Link
Survey Link
Grab a link to your survey from the Copy survey link button:
Hide the survey link behind a CTA button or hyperlink in your Braze Email:
Schedule the email, choose your Target group, and your campaign is ready to be sent!
Email embed
Email embed
Display the first question directly in the email's body to start the survey from the email. Respondents will be redirected to a landing page to take the rest of the survey.
1. Click Get email code and then Copy the HTML code:
2. Go to the Braze campaign you want to use for the survey, click Edit email body, and add an HTML block to your template:
3. Replace the code with the one you've copied from your Survicate survey. Once you've done this, you will see the survey's first question in the template:
4. Schedule the email, choose your Target group, and your campaign is ready to be sent!
Once your email is ready, we recommend sending the survey to yourself or your colleagues to see what the survey experience will be like for your respondents and to see if all responses and user data are captured as expected.
Enable the Braze integration
1. To enable Braze integration, go to Settings ➡️ Integrations, search for and select Braze:
2. Click the Connect button to set up the authorization.
3. Insert your Braze account Workspace API Key and Braze Instance URL:
❗ To connect Survicate to Braze, the Braze API key needs to have users.track permissions.
4. Now, the integration is ready to use!
Connect your survey to Braze
Now that the Braze integration is connected, you can set up individual settings for each survey. Go to your survey, select the Connect tab, and choose Braze from the list of available integrations:
Sending responses to Braze as Custom Attributes
Set up survey responses to flow into Braze as custom attributes. By doing so, you'll enrich your Braze user profiles with collected data.
1. In the Settings tab of Braze Integration you'll see the Update fields section:
2. Select the question you wish to update the fields from. To avoid flooding your Braze user profiles with data, we enable you to only send responses to chosen questions:
❗ Ranking and Matrix questions are not supported for Braze integration
3. Add the name of the custom attribute you'd like to update under the User field:
By default, Survicate sends the content of a survey response as an attribute value, but you can change the label to make it shorter or to fit your data structure - click edit mapping to modify these values:
❗ For NPS, we send the values mapped based on the response group for the NPS® question. However, if you'd like to receive your numeric value, you can switch on "Send Answers as 0-10 values"
4. You can connect more questions to your integration by clicking ➕Add new and applying the same steps.
Sending an event to Braze contacts' profiles once someone answers a survey question
Apart from the above settings, each time a respondent answers a survey question, Survicate triggers a custom event in Braze named survicate-question-answered.
In the users' profiles, you can see how many times they responded to Survicate surveys and when was the last time they responded:
The event contains event properties with the answer to the question and the information about the survey, question, and respondent. You can use this event to create segments, for example, create a segment of users who responded to a survey after a particular date, or a particular number of times:
Analyze your survey results
After your survey starts collecting responses, you will see them immediately in the Analyze tab of the survey.
The Analyze tab shows you Overall results with statistics and over-time data, as well as Individual responses to look into each survey submission in detail.
You can check out our guide for an in-depth description of all the possibilities of the Analyze tab.
Feedback in the Insights Hub
💡 To obtain even more comprehensive feedback, we recommend syncing survey responses to the Insights Hub, where they will be automatically analyzed and categorized into Topics along with feedback from your other sources, such as:
online reviews,
call transcripts.
After you connect sources to the Hub, feedback will appear there in real-time, and it will be automatically segmented into Insights and categorized into Topics:
The Hub will categorize and analyze feedback from surveys and other sources, to:
automatically detect customer sentiment;
identify technical issues and bugs reported by users and segment them into Topics and actionable Insights;
understand your customers' needs and wants better.
You can also ask the Research Assistant to quickly and effectively find answers to all your questions. The responses are generated based on the feedback you integrated into the Insights Hub and the answers collected with surveys in your workspace.
Schedule follow-up communication with unhappy customers
Using the Braze - Survicate integration, you can easily create a Segment in Braze that includes customers who have submitted low scores in one of your CSAT or NPS® surveys and follow up with them.
See here how to identify them and create the full workflow.
📞 If you have any questions about setting up Braze integration - feel free to reach out to our team via chat or email: support@survicate.com.
Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.