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.

Get started

Go to your RudderStack dashboard and click Add Source. From the list of Event Streams sources, select Refiner.
Assign a name to your source and click Continue.
Your Refiner source is now configured. Go to the Settings tab of the source and note the Webhook URL:

Log in to your Refiner account.
Go to Integrations and select Create Webhook.
Name your webhook and enter the webhook in the Destination URL field as shown:

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 property	RudderStack property
`email`	`email`
`triggered_event`	`event`
`attributes.user_id`	`userId`
`attributes` `segments`	`context.traits`
`account`	`traits`
`response` `form`	`properties`
`last_form_submission_at`	`originaltimestamp`

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"
}

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