This guide describes how to send your first email campaign with Iterable.
If you have any questions along the way, talk to your customer success manager, your implementation consultant, or email@example.com.
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.
The first member we create for your Iterable organization will be 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
- 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.
After you update your settings, you'll need to save them — they don't save automatically. To do this, scroll to the bottom fo the page and click Save 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:
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 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.
- 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.
- 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.
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