Getting Around in Iterable

Welcome to Iterable! This article walks you through how to sign in to your Iterable account and get around in the Iterable platform.

# In this article

# Signing in to your account

How you sign in to Iterable depends on how your organization has set up user authentication.

# Signing in with SSO

If your organization uses SSO (single sign-on), you can sign in to Iterable using your company's SSO provider. For example, this could be Okta, OneLogin, or another SSO provider.

# Signing in with a password or Google

If you need to sign into Iterable with a username and password, or with your Google account, go to the Iterable login page.

# Iterable Command Center: Your homepage

Iterable's Command Center is the homepage you land on as soon as you sign in. This is your primary workspace, providing a real-time snapshot of recent activity for your current project. Use the Command Center to monitor high-level performance metrics, receive alerts that might need your attention, and quickly navigate to your most-recently used actions or conversations.

# Navigation toolbar

Use the navigation toolbar on the left of the app to access the following tabs for the stated tasks:

• Messaging - Set up, send, and edit journeys, campaigns, and experiments.

• Content - Access the templates, snippets, catalogs, and data feeds you use to build
  your brand's creative assets and personalize messages for your users.

• Audience - Segment your users into cohorts, create and manage audience lists, view individual user profiles, and manage anonymous users.

• Insights - Analyze and interpret the results of your campaigns with Messaging Insights, dashboards, Predictive Goals, reports, and logs.

• Integrations - Connect Iterable to other apps, generate API keys, and manage system and journey webhooks.

# Customizing your homepage

To customize your homepage to display only information about campaigns that have a certain label or are a certain message type, click Apply Filter just above the Health section and select the filters you want to apply. You can also specify whether you want to view the details for only today, yesterday, or the past 7 or 30 days. The view will persist for future visits to the homepage.

# Accessing recent activity

Use the Jump Back In section under the welcome banner on the homepage to seamlessly resume your work from any of your 10 most recent tasks and Nova Agent conversations. Click an activity or conversation label to pick up exactly where you left off.

# Checking alerts and the health of your project

Review the health of your project and get a quick look at conversion metrics across channels and alerts that might need your attention right away. Note that the most recent alerts appear at the top of the Alerts list, and you can view additional details about an alert by clicking into it from the homepage.

If you need help setting up alerts for your project, see Campaign Performance Alerts.

# Creating and managing goals

You can create goals to measure conversion events across your campaigns. Monitor their progress from the Goals section of your project's Command Center.

There are a couple of ways to create a new goal:

• From the Command Center, click either Create Goal (to create a new goal) or Add Goal (to make an existing goal visible in the Command Center) in the Goals section.

• From the navigation toolbar, click Insights > Goals and click New Goal.

For new goals, provide a name for your goal and select the event to use as the conversion event associated with the goal.

# Getting help

Have a question? You can find links to helpful support resources by clicking the ? icon in the left navigation toolbar.

From here you can:

• Access Nova Agent
• Access our Support Center
• Submit a support ticket
• Visit Iterable Academy
• View our API documentation
• Open the Iterable Community forum
• Check Iterable's current system status

To chat with our virtual support assistant, click the chat icon at the top right of the page.

To learn more about getting help in Iterable, see Working with Iterable Support.

# Managing organization and project settings

To view your organization and project settings, click the gear icon at the bottom of the navigation toolbar.

# Organization settings

• View and manage your organization's members
• Assign and revoke roles and permissions for your organization members
• Set up your organization's authentication policies
• View your organization's usage and billing info

# Project settings

• Open the Project Settings page for your project
• Set up performance alerts for your project's campaigns
• View and manage your project's custom event usage
• View and manage your project's members
• Set up and manage your project's message channels and types
• Set up and manage your project's senders
• Set up DNS records for your domains
• Set up and manage your project's sending platforms (like Twilio or Sparkpost)
• Set up and manage your project's sending and tracking domains
• Set up your project's apps and websites to enable push notifications
• Set up web push integrations to enable web push messages
• Set up and manage your project's embedded message placements

# Navigating projects

You can manage your projects from the homepage in a few different ways:

• Switching projects - The name of the project you're currently viewing appears at the top of the homepage. If you have access to multiple Iterable projects within your organization, you can switch between them from the dropdown menu next to the project name.

• Pinning top projects - To make it easier to find the projects you access the most, click the pin icon next to the project name in the project list to move them to the top of the list. Click the icon again to unpin the project and move it to its original position.

  

• Quick Actions - At the top of the page, select one of the items or commands you want to use, or click the Quick Actions icon at the end of the box and type a keyboard shortcut to:

  • Jump between pages and tasks without having to use your mouse.

  • Instantly search for journeys, campaigns, templates, and user profiles from anywhere in your project.

  • Create new resources (like templates) directly from the Quick Actions menu.

    The following keyboard shortcuts are available:

    Shortcut	Action
    Shift + U	Opens the Users section of the Quick Actions menu
    Shift + C	Opens the Campaigns section of the Quick Actions menu
    Shift + J	Opens the Journeys section of the Quick Actions menu
    Shift + S	Opens the Snippets section of the Quick Actions menu
    Shift + T	Opens the Templates section of the Quick Actions menu

    Memorize your most-used keyboard shortcuts to save even more time.

# Signing out of Iterable

To sign out of Iterable, click the name of the open project at the top right of the screen, and click Sign Out.