2023 Release Notes

Check out the new features we've released in 2023!

If you have questions about any of these features, talk to your Iterable customer success manager.

# May 2023

# Campaign modernization — now generally available!

May 31, 2023

We've released a major update to Iterable's campaign creation and editing experience. These updates have been in beta, but they're now generally available for all projects.

What's new:

• A modernized, one-page design that allows you to configure the various pieces of your campaign in any order that you like.
• New scheduling options for blast campaigns.
• Inline validation as you make changes. Warning icons indicate areas that need your attention.

To see a video overview of everything that's changed, check out Campaign Modernization

# Iterable's Snowflake integration: updates and deprecations

May 16, 2023

We've updated our Snowflake + Iterable Integration docs to include descriptions of the following information that's shared by Iterable with Snowflake:

• Channels
• Experiments
• Lists
• Message types
• Templates
• User identities
• Workflows

If you're using Snowflake Data Sharing with your Iterable project, these events started syncing on April 28, 2023.

Additionally, we've deprecated a couple of fields that appear in various event tables:

• LABELS use LABEL_IDS instead
• EMAIL_LIST_IDS use LIST_IDS instead

Starting June 16, 2023, Iterable will no longer sync these fields. If you're referencing them in code or otherwise, please update before then.

# Refreshed page for message channels and message types

May 1, 2023

Starting today, you'll see an updated page for message channels and message types settings. We've modernized the look and feel while maintaining the settings that you're already familiar with.

To check it out, log in to Iterable and head to Settings > Message Channels and Types.

# April 2023

# Permissions update

April 27, 2023

We've updated the permissions required to view some of the data displayed in the following parts of Iterable:

• Campaign index
• Campaign setup
• Template setup
• Journeys — push and in-app message tile configuration

If you encounter any errors, have your Iterable admin add the View Channels permission to your role.

If you still have trouble, contact customer support.

# Roku Messaging

April 17, 2023

Now you can send in-app campaigns to Roku devices! With this release you can:

• Create a single template for your campaign, then send it on multiple platforms (mobile, web, and Roku) and track all your campaign metrics in one place.
• Prevent your users from seeing the same message on more than one platform (for example, your Roku app and your website).
• Track custom events in your Roku campaigns.

To learn more about this feature, see:

• The Roku Messaging support docs.
• Overview of Iterable's Roku SDK

# March 2023

# New role permissions by channel

March 30, 2023

Today we're delivering updated role permissions that allow you to provide access to specific to message mediums (email, push, web push, in-app, SMS).

We've split the Journeys, Campaigns, & Experiments > Activate & Manage permission into two separate permissions:

• Manage and Publish Journeys

• Manage and Publish Campaigns

  This permission is further split into specific message mediums: Email, SMS, In App, Push, and Web Push.

  Project members can manage and publish campaigns and experiments only for the message mediums included in their project role. If a member doesn't have permission to publish for a given message medium, the action will be disabled.

Along with this change, we're also releasing:

• A new page design for Settings > Roles.
• An updated workflow for creating a new role.
• A new user interface for managing a role's permissions.
• Minor changes to the language for some permissions and their descriptions—but their privileges remain the same.

These changes clarify the process of creating and managing roles, and give you more flexibility as you do so. Now, you can give targeted, specific privileges to specialists on your team, like people who focus on specific message mediums, or campaigns but not journeys.

Roles that had the Journeys, Campaigns, & Experiments > Activate & Manage permission prior to this release have been updated to now have the following permissions (because of this, nothing changes for these users):

• Manage and Publish Journeys
• Manage and Publish Campaigns - for all message mediums.

To learn more about these updates, read Roles and Permissions.

# Single Sign-On (SSO) migration begins today

March 28, 2023

For the past few months, we have been transitioning to a new user authentication platform.

For many of our customers, this is a transparent change that requires no change on your end. However, today we're beginning the migration for organizations that use single sign-on (SSO) via SAML to log in. We sent an email to all customers impacted by this change with the instructions below.

SAML migration instructions

First, ask your IT administrator to make the following changes with your identity provider (IdP):

• Change the Single Sign-on URL (also called Assertion Consumer Service or ACS URL) to: https://auth.iterable.com/login/callback?connection=saml-org-<YOUR_ORG_ID>
• Change the Audience URI (also called SP entity ID or Entity ID) to: urn:auth0:iterable:saml-org-<YOUR_ORG_ID>

Leave all other SAML app settings for Iterable as is.

Next, ask your Iterable customer success manager to complete the migration for your organization.

Until you've completed these changes, all SSO users can log in via the Log in with SSO button on Iterable's login page.

Once migration is complete, there are two ways for SSO-authenticated users to log in:

• By accessing the Iterable tile from your IdP.
• By entering their email address directly on Iterable's login page.

Additionally, any non-SSO users who still log in using their email and password with the same email domain as your SAML Domain set in Iterable can visit the following URL to login: https://app.iterable.com/login?forcePassword=true.

To learn more about SSO and user authentication for Iterable, check out these updated articles:

• Authentication Options: Username and Password, Google Sign-In, and SAML SSO
• Single Sign-On (SSO) Overview
• Setting up Single Sign-On (SSO)
• SSO Tips for Common Providers (Azure AD, Google Workspace, Okta)

# Journeys — Facebook Audiences tile

March 27, 2023

The Facebook audiences journey tile is now available for all Iterable customers! You can use this tile to add users to (or remove them from) one of your Facebook Custom Audiences when they reach a particular stage of a journey. (You must have a Facebook ad account to use this tile.)

To get started, see our support guide Facebook Custom Audiences.

# Campaign modernization beta

March 21, 2023

A new campaign experience is now in beta! Updates include a modernized campaign creation flow, new design, and new scheduling options. To sign up for the beta, contact your customer success manager.

What's new:

• A one-page design, so you can configure the campaign in any order.
• An updated, modern campaign design.
• New scheduling options for blast campaigns.
• Content validation, indicated by a green icon in each area. If any errors are detected, the icon changes to a red warning.

To see a video overview and deep dive into what's changed, check out the Campaign Modernization beta doc.

# Updates to Snowflake Data Share

We're happy to announce that the Snowflake Data Share now includes new campaign and project tables. Keep an eye out over the coming weeks for new data schema, including new mapping reference tables and updates to existing events tables.

For more information, read Snowflake + Iterable Integration.

# Templates updates

March 17, 2023

These template updates include improvements to the WYSIWYG editor, displaying user data when sending proofs as random users, specific template preview error messaging, and snippet editing.

Sending test messages as random users

After you send a test message to yourself with random user data, you can view the selected users and a summary of their user profile data.

Toggle visual guidelines

The WYSIWYG editor now supports enabling/disabling visual guidelines for tables with no border or with a border set to "0". When visual guidelines are enabled, tables that meet the criteria are surrounded by a dotted line. For more details, check out WYSIWYG Editor.

Compare and Cleanup in snippets

To help you verify and fix snippet HTML, you can now use the Compare and Cleanup tools when editing snippets in the WYSIWYG editor.

Previewing a template

New template error messaging in Preview mode shows the reason for preview failures (email, in-app, SMS, and push templates). The message highlights content issues like incorrect or missing Catalog references, template configuration resulting in a send skip for the selected user, and invalid Handlebars expressions.

Learn more in the newly updated Template Editors support docs:

• Template Editors Overview
• Drag and Drop Editor
• WYSIWYG Editor
• Side by Side Editor

# Copying journeys to different projects

March 10, 2023

Got a successful journey that you want to copy to another project? Now you can! 🎉

We just released a Studio update that lets you select a different destination project in the Copy journey menu. You can choose to copy just the tiles, or include copies of the journey's campaigns and/or webhooks.

We hope this update saves you time and lets you get back to building your next great journey!

# Segmentation performance enhancement

March 1, 2023

To help maintain system performance, we’ve enhanced our Segmentation tool to prevent queries that are overly complex. This is a highly rare occurrence that will have no noticeable impact for the vast majority of Iterable users.

In the unlikely event that you're unable to save your query, please open a support ticket for assistance.

# February 2023

# User update performance enhancement

February 27, 2023

Today, we're rolling out another performance enhancement: Iterable no longer processes user update requests that don't actually change the user profile.

For the vast majority of organizations, this results in performance improvements when processing inbound change requests by reducing duplicate and no operation transactions.

Previously, Iterable would process these requests, resulting in an update to the user profile's profileUpdatedAt field — even though the user profile hadn't actually changed. With this update, profileUpdatedAt is no longer modified when user profile data has not changed.

This is a universal change that affects all user profile updates, including API requests that include user data, list uploads, and user profile updates in a journey. In a bulk update, Iterable processes all meaningful updates, but ignores any updates that don't change the user data state.

In the rare case you need the original behavior, talk to your customer success manager.

# Journeys — read-only view

February 17, 2023

We updated Studio to make it easier for you to view your tile settings while you're in Published mode. Now, when you view a published journey, you'll be able to open your tiles and view their settings, but all of the menu options will be grayed out so you know you can't make changes.

If you decide to edit your journey, create a new draft, and the tile settings will be in full color so you know you can make changes. Happy building!

# Changes to our integration with Zendesk

February 14, 2023

Zendesk recently stopped supporting HTTP targets and replaced them with webhooks. Their webhooks don't allow users to set custom headers, making them incompatible with Iterable's APIs. As a result, our integration with Zendesk no longer supports a two-way data flow — you can only use it to send data to Zendesk.

# Channel Optimization in journeys

February 13, 2023

Take the guesswork out of choosing which channel you should use to send messages to your users by sending campaigns from a Channel Optimization tile in a journey. With Channel Optimization, Iterable analyzes users' historical data and sends the message to the channel it determines they’re most likely to engage with.

Learn more about this feature in Channel Optimization, and learn how to set up a Channel Optimization tile in a journey in Sending Messages from a Journey.

# SMS Smart Opt-In links for in-App templates

February 13, 2023

Users can now opt-in to receive SMS with just two clicks!

Starting today, you can grow your SMS audience with ease when you leverage Iterable's SMS Smart Opt-In feature. SMS Smart Opt-In provides a special link that you can send with your in-app campaigns as a call-to-action to sign up for SMS. When the link is tapped on a mobile phone, your user is taken to a pre-filled opt-in message—they just need to click Send. When they do, you'll gain a user's written consent for SMS communications along with their authentic phone number.

This simple-yet-powerful link will eliminate the need for custom SMS opt-in journeys and complicated web forms, fast-forwarding your team to focus on results.

To learn more about SMS smart opt-in and how to move forward with your SMS opt-in strategy, read SMS Smart Opt-In.

# Audience Insights enhancements

February 10, 2023

We're releasing enhancements to Audience Insights. Now, you can:

• Add custom insights for any conversion event or user profile field.
• View the five highest converting campaigns for the selected list of users.
• Filter the highest converting campaigns list by conversion event type.

Additionally, we're enabling Behavioral insights for all projects!

# January 2023

# Templates improvements

January 31, 2023

We've released another batch of templates updates! Here's what we've improved with this release:

Large templates load faster

To load large templates faster, Iterable now runs template content error validation in the background. The template UI loads first, so you can start editing right away while Iterable works on finding any common errors or missing requirements in your content.

When you're editing a large template, it might take a few seconds for error messages to appear. When you're editing a campaign, the Continue to Review button is disabled until the content is finished being checked for errors. You might notice this in templates with many locales, or HTML files over 200 KB.

Expanded search criteria for templates

We've made it easier to find what you're searching for in certain areas of the templates experience.

In the template details area:

• You can now search the Message type field by ID, message type, and channel.
• In an email template, search the From email field by name in addition to email address.
• In an SMS template, search the Sender field by Message Service SID or Message Profile ID (found in Settings > Senders) in addition to name.

When you're sending proofs:

• When you're sending a proof as random users or to an internal list, you can click the list dropdown and search for a list by list ID and secondary details (like Created date).
• The list search field in the Send proof window is no longer case-sensitive, so you can enter your search terms in upper case or lower case and still find your lists!

When you're adding data feeds:

• In the Select a data feed dropdown, you can now search for a data feed's alias in addition to the data feed's name.

Deep link field for push templates

The Deep link field now appears in the details area for push templates you've created and updated via Iterable's API. You can edit and delete deep links from a push template's details page.

The Deep link field shows in a push template's details area when:

• You create or update a push template via Iterable's API and pass in the deep link key, with or without a value.
• You had previously created a push template via Iterable's API and passed in the deep link key, with or without a value.

The Deep link field does not show in the details area of a push template when:

• You create or update a push template via the API and do not pass in the deep link key.

Improvements to Google analytics and link parameter options

We've improved the appearance and behavior of the Google analytics and Link parameters options in email and in-app templates.

• To delete a link parameter, use the new Delete button.
• We made the link parameter field longer, so it's easier to edit long values.
• When you're viewing the details area in read-only mode, the Google Analytics and link parameter On / Off status indicators no longer stack when the browser window is narrow.

Locales menu updates

We gave the Locales menu a fresh coat of paint! Here's what's new:

• We updated the flag icons.
• Two-letter language-only locale codes (like en) now show a globe icon instead of a flag, since it's unclear which region/dialect they refer to (for example, English is spoken in multiple countries around the world, including US, AU, and GB).
• Two- or four-letter locale codes that include an ISO country code (like US) show a flag icon.
• You can now search for a locale in the Locales dropdown.

To learn more, check out our new docs on setting up and using locales in your Iterable project.

# Improved loading speed for dynamic lists

January 17, 2023

To improve performance, the dynamic list sizes displayed on Iterable's list index page now update once per hour. This change affects the list's displayed size, but not its actual membership—a campaign sent to a dynamic list still goes to all users on that list at send time. To see the real-time list size without waiting for the display to refresh, open the list and click Refresh Results. For more information, check out Static and Dynamic Lists Overview.

# Recall in-app messages

January 10, 2023

Now you can recall an in-app message campaign to prevent your users from seeing it.

Whether you’ve changed your mind, caught a mistake, or your campaign was so successful it wiped out your inventory, we've got your back!