Onboarding Overview

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 three to four 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
• Third-party integrations
• Templates
• Migrating your contacts
• Segmentation
• Workflows

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 support@iterable.com or use the live chat functionality that's built into our app:

Of course, we also have an extensive documentation for you to read at any time.

We look forward to having you as a customer!