In this article
A guide to collecting Survey Data from BeOp as well as Retargeting Permutive cohorts in the BeOp platform.
1. Collecting Survey Data
Note: This integration requires a custom event. Please contact your CSM and your Solution Architect to set up that custom event on your account.
BeOp allows you to run multiple-choice surveys on your site. This declared first-party data can be extremely useful in building cohorts, whether for demographics or purchase intent.
The setup requires work in Permutive and the BeOp platform. It's important to ensure you have access to both before starting.
Tip: Check with your Customer Success Manager that this collector is a part of your Permutive plan.
Setting up the custom events in Permutive
Please reach out to your Permutive Solutions Architect, who will be able to work with you on a custom SurveyResponse event in Permutive. This event will be collected for every answer. If a survey has multiple questions, an event will be emitted for every question.
The event will have the following data points:
Name | Description |
Answer ID | BeOp ID of the answer |
Answer text | Text of the answer |
Answer valid | Whether the answer is valid or not |
Question ID | BeOp ID of the answer |
Question Text | Text of the question |
Survey ID | BeOp ID of the survey |
Survey Complete | Whether the survey is completed |
Note: SurveyResponse events will also contain default properties such as the page URL and page title.
Emitting survey responses from BeOp
The next step is to ensure BeOp survey responses are collected in Permutive. You can find instructions for this on BeOp's site.
Building survey-based cohorts
Once set up, the SurveyResponse event will appear in the event drop-down list in your cohort builder.
A common way to use this data is to build a cohort of users who have answered a question in a certain way, for example, users whose gender is "female":
2. (Optional) Retargeting Permutive Cohorts in the BeOp Platform
Steps to integrate BeOp with Permutive are here: https://docs.beop.io/dmp-configuration/#permutive
In order to enable Permutive Retargeting on BeOp, follow steps here: https://docs.beop.io/dmp-configuration/#permutive
Note: a Pre-Req for enabling Permutive Retargeting on BeOp is to ensure there is 'UpdateAll' access to the Cohort API at either an Organizational, Workspace, or API-Key level. Please get in contact with the Technical Services team (technical-services@permutive.com) to ensure you have the right access.
If you have any questions, please contact customer support by emailing support@permutive.com or chatting with the Customer Operations Team via the LiveChat icon in the bottom right corner of your screen.
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