Product Overview

Iterable is a complete cross-channel customer engagement platform. Use it to message your customers across email, SMS, push, in-app messages, and web push notifications, and to grow your customer base, boost engagement, and increase user lifetime value.

Use these general areas of Iterable's app to automate your marketing communications:

# In this article

# Messaging

Iterable provides various ways to orchestrate messaging across all your channels and users:

• Journeys add sophistication to your marketing campaigns. They outline the interactions a user can have with your brand (like a welcome sequence). You can build and edit journeys in Studio, a drag-and-drop interface that lets you set up each step of the customer journey: including entry rules, messages, delays, user profile updates, and more!

• Campaigns send personalized messages to your users. Iterable supports both blast and triggered campaigns:

  • Blast campaigns are standard marketing campaigns: email, SMS, push, in-app messages, or web push notifications sent to all the users in a list. Blast campaigns can be sent according to your time zone or the time zones of your users.

  • Triggered campaigns are sent to users after a triggering event occurs: when a user is added to a list, when a user takes a particular action on a web site or in a mobile app, when a user property changes, etc.

  TIP

  Use Campaign Analytics to view performance metrics for a single campaign so you can monitor the results that matter most and inform the work you do on future campaigns.

• Experiments let you A/B test any aspect of your campaigns. You have full control over what to maximize, what percentage of a list will participate in a test, how long the experiment will last, and more. Iterable will even automatically select the winner of the experiment.

# Content

Iterable allows you to include various types of content in the messages you send to your users:

• Templates are the blueprints for messages sent with Iterable. They can be as sophisticated as necessary, including static text and HTML, Handlebars logic, personalization, and references to data feeds.

• Snippets allow you to reuse content across templates.

• Catalogs allow you to store data in Iterable and query it at send time to customize a campaign's message for each of its recipients.

• Data Feeds fetch data from external systems and use it to personalize a campaign while it is being sent.

# Audience

Iterable's functionality revolves around your users:

• Segmentation creates groups of users by properties and events so you have perfect target audiences for your messaging.

• Lists can be static or dynamic, offering flexibility in audience membership.

• Contact lookup takes you to a user's profile page, where you can view their user profile fields, browse their events history, update list membership, and subscribe or unsubscribe.

# Insights

• Messaging Insights displays the aggregate performance of your campaigns to help you identify performance trends that can shape your marketing strategy. You can filter campaigns and then view performance metrics for the selected campaigns over a time period of your choosing. You can also compare campaigns and view details about user engagement over time, by segment, by location, and by device.

• Dashboard provides a customizable analytics hub with drag-and-drop data visualization widgets for to get a birds-eye view of trends with the metrics most important to you.

• Predictive Goals helps you identify which customers are most likely to convert on your business goals in the future, so you can connect them with experiences that match their interests, while promoting the outcomes you seek. To add Predictive Goals to your Iterable account, talk to your customer success manager.

• Reports is where you can create and export performance metrics for your campaigns and journeys.

• Logs:

  Here, you can view logs for custom events, purchase events inbound SMS messages, and sent messages.

  This is also where you can manage scheduled messages and view your send calendar.

# Integrations

Integrations make it possible to extend Iterable, connecting it with third-party tools or your own systems:

• Third-party integrations connect Iterable with services such as Segment, Mixpanel, Google Analytics, and many more.

• Facebook Custom Audiences allow you to create custom audiences in your Facebook Ad Account from Iterable static and dynamic lists.

• API keys can be used to add users to lists, get event data, update user information, track revenue, trigger campaigns, and more.

• System webhooks can be configured to send data to external systems any time an event (an email send, email open, push notification open, etc.) happens in your Iterable project.

• Journey webhooks allow you to send data to external systems as part of an Iterable journey, and optionally update a user's Iterable profile with data returned from the server.

# More options

# Virtual support

For accounts with a standard support package, a chat icon appears in the top right. To use virtual support agent, click this icon and start with a question.

To learn more about Iterable's virtual support agent, read Working with Iterable Support.

# Help resources

Click on the question mark icon to access help resources, including this knowledge base, API reference documentation, submit a ticket to contact Iterable's support team, visit Iterable's online community, and check Iterable's operational status.

# Settings

To view nad update settings for your organization and the current project you're viewing, click on the gear icon.

To learn more about account management in Iterable, check out these guides:

• Creating and Managing Member Accounts
• Roles and Permissions
• Authentication Options
• Usage and Billing
• Project Settings Overview

# Notifications

When the notification bell icon is red, you have unread notifications.

To learn more, read Notification Center.

# Accounts and Projects

To view a menu where you can update your user account settings and switch to another project, click on your user icon at the top right.

# Get started!

Ready to sign in?

• For US-based projects, visit https://app.iterable.com.
• For EU-based Iterable projects, visit https://app.eu.iterable.com.

Want to learn more?

• Check out Iterable Academy
• Join our Community
• Read more of our docs