Connect Batch to Refiner

What is Refiner?

Refiner is a customer feedback and survey platform for SaaS, web and mobile apps. It helps product, CX and voice-of-customer teams launch targeted surveys in-app, on the web, by email or through shareable links, and continuously collect NPS, CSAT and CES scores, product feedback and zero-party data.

The value of Refiner

Refiner helps brands understand what their users think, not just what they do. With advanced targeting, multi-language surveys and AI-powered response analysis, teams can ask the right question to the right user at the right moment, and turn customer feedback into clear, actionable insights.

Why connect Refiner to Batch?

Connecting Refiner to Batch turns customer feedback into immediate action. Survey responses and events sync automatically to Batch profiles, so teams can segment users by satisfaction score, preferences or needs, and trigger personalized follow-ups across email, SMS, push notifications and in-app. Brands can also send Refiner surveys directly in their Batch emails. The result: every answer feeds your CRM journeys, from following up with detractors to turning promoters into advocates.

How to connect Refiner to Batch?

The integration is set up directly from the Refiner dashboard, with no development required: all you need is your Batch Project Key and REST API Key. Follow the step-by-step guide in Refiner's documentation, or contact our team for help getting started.