At Iterable we take customer onboarding very seriously. A successful onboarding process means you will start using Iterable more quickly and you'll use it more effectively. Our Customer Success team will do everything it can to make this happen.
Depending on the complexity of your environment (e.g., required integrations by your engineering team) onboarding can take as little as a couple of hours or as much as 3-4 weeks.
The process, for all customers, will start with an initial Onboarding Call. Your account manager will introduce you to someone from our Customer Success department and they will schedule the call. They will also send you a customized version of our Onboarding Workbook, which will give you information on the pre-work you will need to complete, questions you will need to answer and the general onboarding schedule. Your Customer Success Manager will guide you through the whole process.
The key areas to cover during the onboarding process include:
- Account settings (e.g., DNS, users)
- Backend integrations (e.g, e-commerce system, data feeds)
- 3rd party integrations or middleware (e.g., Segment)
- User/subscriber migration
You can click on the links above to see our Support Center guides and get an idea of how all these aspects of the Iterable platform work.
Throughout the process, you should feel free to contact your Account Manager and/or Customer Success Manager with any questions. You can also email firstname.lastname@example.org or use the live chat functionality that's built into our app*.
*note that live chat is available for clients who choose a support package that includes live chat. Support email address is available for all support packages
Of course, we also have an extensive set of guides on our platform that you can consult at any time.
We look forward to having you as a customer!