This guide provides the steps to set up Iterable though the user interface, so you can send your first blast campaign.
1. Add project settings.
Go to 'Settings'--> 'Project' on the left menu to enter in the appropriate information for the project. Learn more about project settings here.
2. Add a sender.
Go to 'Settings' --> 'Senders' on the left menu to add new email senders. If you do this step prior to adding and verifying DNS zonefiles, you will receive a confirmation email for each sender.
3. Update your DNS zonefile.
Go to 'Settings'--> DNS Setup to view the records that need to be added. You will need a system administrator who has access to your DNS records to add these files. Adding these records will improve deliverability and enable link rewriting (necessary for revenue tracking).
4. Import a CSV subscriber list
Go to 'Users' --> 'Import List' to upload a CSV file of subscribers. The CSV file must contain only 1 column of emails. Emails that are misspelled or malformed (e.g. firstname.lastname@example.org) will not be uploaded. Alternatively, you can paste in CSV data like this:
5. Upload or create a template
To upload a new HTML file template, go to 'Templates'--> Import Template. You can then make changes using our WYSIWYG editor or click on 'Source' to edit the code directly.
To start from scratch, go to 'Templates' --> 'New Email Template'. This creates a completely blank template.
6. Contact your Iterable account manager or email email@example.com to make sure your Iterable environment is set up properly.