Sending Your First Email Campaign

This guide describes how to send your first email campaign with Iterable.

# Table of contents

# 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.

Once you have access to Iterable, create a project. As you're getting started, check out these support articles:

• Product Overview
• Projects Overview
• Creating and Managing Member Accounts
• Roles and Permissions
• Terms You Should Know

# Step 2: Update your project settings

Now, configure your project's settings. To do this, navigate to Settings > Project Settings.

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:

1. Click your account in the upper-right.

2. On the side menu that appears, click Create a New Project:

   

For more information about projects and project settings, read:

• Project Settings Overview
• Projects Overview

# 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 import a list of users, learn about a couple of key concepts in Iterable: users and user profile fields.

Then, upload a CSV file of subscribers. To do this, navigate to Audience > Lists and click Import List. The CSV file must contain only one column of emails. Emails that are misspelled or malformed will not be uploaded. Alternatively, you can paste in CSV data like this:

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:

• User Profile Overview
• User Profile Fields
• 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, navigate to Content > Templates, where you can upload an existing template or create a new one.

Support articles:

• Introduction to Templates
• Template Editors
• Personalizing Templates with Handlebars
• Universal Merge Parameters
• User Profile Fields Used by Iterable

# Step 6: Send a campaign

To learn how to send a campaign, read Creating Blast Campaigns.