Refiner source

Ingest your event data from Refiner into RudderStack.

  •   3 minute read  

Refiner is a customer feedback and survey platform. It lets you create tailored microsurveys to get a better understanding of your customers, how they interact with your product, and identify new growth opportunities.

This guide will help you set up Refiner as a source in RudderStack.

Getting started

Follow these steps to set up your Refiner source in the RudderStack dashboard:

  1. Go to your RudderStack dashboard and click Add Source. From the list of Event Streams sources, select Refiner.
  2. Assign a name to your source and click Continue.
  3. Your Refiner source is now configured. Note the Webhook URL in the Settings tab:
Refiner source webhook URL
  1. Log into your Refiner account.
  2. Go to Integrations and select Create Webhook.
  3. Name your webhook and enter the webhook in the Destination URL field as shown:
Refiner source webhook URL
  1. Finally, click Save Webhook.

Event transformation

RudderStack ingests the Refiner events after converting them into the RudderStack event format. It also maps the following properties from the Refiner event payload to the RudderStack properties:

Refiner propertyRudderStack property
emailemail
triggered_eventevent
attributes.user_iduserId
attributes
segments		context.traits
accounttraits
response
form		properties
last_form_submission_atoriginaltimestamp

How RudderStack creates the event payload

This section details how RudderStack receives the data from Refiner source and creates the resulting payload.

A sample payload sent by Refiner is shown below:

{
  "uuid": "69b83e20-4ea2-11ed-941c-e1cb6c7a3870",
  "cookie_uuid": "2f9b7e6a-9ba8-1c68-d474-48d719d92a60",
  "project_uuid": "0d8759d0-401c-11ed-8ded-9757c4929b55",
  "remote_id": "sdk@30",
  "email": "sdk30@gmail.com",
  "display_name": "",
  "first_seen_at": "2022-10-18T05:04:58.000000Z",
  "last_seen_at": "2022-10-18T05:04:58.000000Z",
  "attributes": {
    "address": null,
    "address_city": null,
    "address_state": null,
    "age": null,
    "another_attribute": null,
    "city": null,
    "country": null,
    "created_at": null,
    "email": "sdk30@gmail.com",
    "event": null,
    "first_name": null,
    "first_seen_at": "2022-10-18T05:04:58.000000Z",
    "form_submissions_count": "1",
    "form_views_count": "1",
    "gender": null,
    "last_form_submission_at": "2022-10-18T05:05:45.000000Z",
    "last_form_view_at": "2022-10-18T05:05:29.000000Z",
    "last_name": null,
    "last_seen_at": "2022-10-18T05:04:58.000000Z",
    "name": null,
    "phone": null,
    "some_attribute": null,
    "status": null,
    "student": null,
    "tag": null,
    "trait1": null,
    "trait2": null,
    "trait3": null,
    "url": null,
    "user_address_city": null,
    "user_address_state": null,
    "user_country": null,
    "user_id": null,
    "username": null,
    "useroccupation": null,
    "why_did_you_cancel_your_subscription": "Missing features"
  },
  "segments": [{
      "uuid": "0d91d7a0-401c-11ed-8898-bb1ee0c23ae5",
      "name": "All Users",
      "created_at": "2022-10-18T05:04:58.000000Z",
      "updated_at": "2022-10-18T05:04:58.000000Z"
    },
    {
      "uuid": "f71ad940-455c-11ed-85e0-bf25f168b224",
      "name": "test-segment",
      "created_at": "2022-10-18T05:04:58.000000Z",
      "updated_at": "2022-10-18T05:04:58.000000Z"
    }
  ],
  "account": {
    "uuid": "69ba2030-4ea2-11ed-adfc-595e70c7ab07",
    "remote_id": null,
    "domain": null,
    "display_name": "",
    "first_seen_at": "2022-10-18T05:04:58.000000Z",
    "last_seen_at": "2022-10-18T05:04:58.000000Z",
    "attributes": {
      "1": null,
      "2": null,
      "3": null,
      "4": null,
      "a_date_at": null,
      "business_email": null,
      "company": null,
      "email": null,
      "isfunded": null,
      "location": null,
      "name": null,
      "revenue": null,
      "some_account_data": null,
      "trait1": null,
      "trait2": null,
      "trait3": null,
      "user_id": null
    }
  },
  "triggered_event": "Completed Survey",
  "form": {
    "uuid": "0d94c790-401c-11ed-bb27-e31f6832c5ae",
    "name": "Customer Churn Survey"
  },
  "response": {
    "uuid": "7c508c60-4ea2-11ed-9302-57708fe11d26",
    "first_shown_at": "2022-10-18T05:05:29.000000Z",
    "last_shown_at": "2022-10-18T05:05:29.000000Z",
    "show_counter": null,
    "first_data_reception_at": "2022-10-18T05:05:45.000000Z",
    "last_data_reception_at": "2022-10-18T05:05:45.000000Z",
    "completed_at": "2022-10-18T05:05:45.000000Z",
    "dismissed_at": null,
    "received_at": "2022-10-18T05:05:45.000000Z",
    "data": {
      "why_did_you_cancel_your_subscription": "Missing features"
    },
    "tags": []
  }
}

RudderStack transforms the above payload into the following payload:

{
  "type": "identify",
  "traits": {
    "why_did_you_cancel_your_subscription": "Missing features"
  },
  "userId": "sdk@30",
  "context": {
    "traits": {
      "email": "sdk30@gmail.com",
      "segments": [{
          "name": "All Users",
          "uuid": "0d91d7a0-401c-11ed-8898-bb1ee0c23ae5",
          "created_at": "2022-10-18T05:04:58.000000Z",
          "updated_at": "2022-10-18T05:04:58.000000Z"
        },
        {
          "name": "test-segment",
          "uuid": "f71ad940-455c-11ed-85e0-bf25f168b224",
          "created_at": "2022-10-18T05:04:58.000000Z",
          "updated_at": "2022-10-18T05:04:58.000000Z"
        }
      ]
    },
    "library": {
      "name": "unknown",
      "version": "unknown"
    },
    "formName": "Customer Churn Survey",
    "formUuid": "0d94c790-401c-11ed-bb27-e31f6832c5ae",
    "integration": {
      "name": "Refiner"
    }
  },
  "rudderId": "0b10eeb2-0949-4cc9-9d38-3fd1348392e2",
  "messageId": "579f213b-5f7d-4dd4-9fa4-d3dca8a0a661",
  "integrations": {
    "Refiner": false
  },
  "originalTimestamp": "2022-10-18T05:05:45.000000Z"
} {
  "type": "track",
  "event": "Completed Survey",
  "userId": "sdk@30",
  "context": {
    "library": {
      "name": "unknown",
      "version": "unknown"
    },
    "formName": "Customer Churn Survey",
    "formUuid": "0d94c790-401c-11ed-bb27-e31f6832c5ae",
    "integration": {
      "name": "Refiner"
    }
  },
  "rudderId": "0b10eeb2-0949-4cc9-9d38-3fd1348392e2",
  "messageId": "94e5747f-4324-4d32-8a1d-33d0a3b718e1",
  "properties": {
    "response": {
      "data": {
        "why_did_you_cancel_your_subscription": "Missing features"
      },
      "tags": [],
      "uuid": "7c508c60-4ea2-11ed-9302-57708fe11d26",
      "received_at": "2022-10-18T05:05:45.000000Z",
      "completed_at": "2022-10-18T05:05:45.000000Z",
      "last_shown_at": "2022-10-18T05:05:29.000000Z",
      "first_shown_at": "2022-10-18T05:05:29.000000Z",
      "last_data_reception_at": "2022-10-18T05:05:45.000000Z",
      "first_data_reception_at": "2022-10-18T05:05:45.000000Z"
    },
    "refiner_form_name": "Customer Churn Survey",
    "refiner_form_uuid": "0d94c790-401c-11ed-bb27-e31f6832c5ae"
  },
  "integrations": {
    "Refiner": false
  },
  "originalTimestamp": "2022-10-18T05:05:45.000000Z"
}

Questions? Contact us by email or on Slack