Refiner
refiner.ioRefiner helps teams convert survey answers and segmentation signals into actionable audience insights. By connecting user events and segment membership to marketing tools, Refiner enables more relevant, timely messaging and better targeting across the customer journey. It’s built for proactive engagement use cases where listening to user behavior and acting quickly makes the difference.
Connecting Refiner gives BOBs a reliable way to listen for key engagement signals—like survey completions and segment entry—and translate them into targeted next steps across your marketing stack. Instead of waiting for manual exports or batch updates, BOBs can react immediately when a user completes a survey or becomes part of a segment, then route that user to the right engagement path.
BOBs also use Refiner to create user-level context. With Identify User, they can match incoming survey/segment data to the right audience identity so downstream actions (email, ads, CRM updates, and lifecycle messaging) are consistent and personalized. This unlocks proactive lifecycle campaigns, survey-driven personalization, and segmentation-based automation where timing and relevance are critical.
What can BOBs do with Refiner?
Perform actions
- Identify User
- List Segment ID Options
- List User ID Options
- Track Event
Listen to real-time events
- New Segment Entry
- New Survey Completion
