This guide describes how to send your first email campaign with Iterable.
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If you have any questions along the way, talk to your customer success manager, your implementation consultant, or contact Iterable Support. See Working with Iterable Support.
# In this article
# Step 1: Create your Iterable organization and your first project
If you don't yet have access to Iterable, let your customer success manager or implementation consultant know.
NOTE
The first member created for your Iterable organization is an Org admin.
Once you have access to Iterable, create a project. As you're getting started, check out these support articles:
- Product Overview
- Projects Overview
- Members and Permissions Overview
- Creating and Managing Member Accounts
- Permissions for Using Iterable
- Terms You Should Know
# Step 2: Update your project settings
Now, configure your project's settings. To do this, go to Settings > Project Settings.
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Settings are not saved automatically. When you're finished making changes, click Save.
If you'll be using Iterable's auto-appended unsubscribe block, or its subscribe or unsubscribe successful pages, it's a good idea to name your project something that will make sense to your subscribers. For example, consider this example unsubscribe block, which has the project name underlined in red:
Alongside your production project, we recommend that setting up a sandbox project. Use this project to test things like API calls and journeys, and to explore Iterable's functionality without fear of impacting your production project.
To create additional projects:
- Click your account in the upper-right.
- On the side menu that appears, click Create a New Project.
For more information about projects and project settings, read:
# Step 3: Set up an email service provider (ESP)
To learn how to set up an ESP account with Iterable, check out these guides:
- Email Setup
- Integrating Amazon Simple Email Service (SES) with Iterable (shared IP pool) — Iterable's default email setup
- Integrating SparkPost with Iterable
- Integrating Mailgun with Iterable
- Integrating SendGrid with Iterable
# Step 4: Import subscribers
Before importing a list of users, learn about a couple of key concepts in Iterable: users and user profile fields.
Then, upload your subscribers. To do this, go to Audience > Lists and click New List. Select Import Users. Choose the CSV File Upload or CSV Text Input tab and enter your CSV data.
Depending on your project type, your CSV data must contain either an email or
userId column.
When an email address is misspelled or incorrectly formatted, the associated user is not uploaded. To learn more, see Adding Users and Creating Lists.
Since you're just getting started, create a list of internal test users, and use this list in the next step to send a campaign.
Support articles:
- Managing User Profiles
- Managing User Profile Fields in Iterable
- Field Data Types
- Adding Users and Creating Lists
- Migrating Subscribers from Another Email Service via CSV Uploads
- CSV List Import Best Practices
# Step 5: Create a template
To upload a new HTML file template, go to Content > Templates, where you can upload an existing template or create a new one.
Support articles:
- Templates Overview
- Template Editors Overview
- Handlebars Overview
- Handlebars Reference: Built-In Merge Tags
- User Profile Fields Used by Iterable
# Step 6: Send a campaign
To learn how to send a campaign, read Sending or Scheduling a Blast Campaign and Activating a Triggered Campaign.
# Want to learn more?
For more information about some of the topics in this article, check out this Iterable Academy course. Iterable Academy is open to everyone — you don't need to be an Iterable customer!