Project Settings Overview

Learn about the different settings you can use to set up your Iterable project the way you want it.

# In this article

You can find all of the settings for your Iterable project on the Settings > Project Settings page.

# Unique Identifier

The field used to uniquely identify your users. May be email, userId, or both. To learn more, see Project Types and Unique Identifiers.

# Project name

The name of your project. This name should be easily recognizable for other team members in your organization (especially if they have access to multiple projects).

If you plan to use Iterable's subscribe success page, or unsubscribe successful pages, keep in mind that your project name displays to end users as your company name.

# Project logo

Your project's logo, which displays if you're using Iterable's subscribe or unsubscribe successful pages.

The ideal width for your project's logo image is 300px.

# Physical mailing address

Your business's physical mailing address (must be included in marketing emails to comply with CAN-SPAM laws). This is automatically added at the bottom of marketing emails if you've turned on the auto-appended unsubscribe blocks setting.

# First name field

The "first name" field name that you intend to use (for example, firstName or first_name). Used to boost deliverability by customizing the To field.

# Last name field

The "last name" field name that you intend to use (for example, lastName or last_name). Used to boost deliverability by customizing the To field.

# Hosted unsubscribe URL

The URL of your custom email preference center.

To pass additional data to your page, add query parameters using Handlebars for each field's value.

To encrypt the URL so that email, userId, or other field value doesn't display, use the HMAC secret project setting and add HMACSHA1 Handlebars.

To identify the user, add a URL parameter for your project's unique identifier. In these examples, both the email and userId fields are encrypted:

# Use the hosted unsubscribe URL (above) as the 'List-Unsubscribe' mail header value

Whether or not to use the Iterable-hosted unsubscribe URL.

In addition to your custom URL, Iterable includes a default unsubscribe URL (mail-to link) to ensure that whichever option an email client supports, there's always a way for the Unsubscribe Via Header feature to work.

# Subscribe success redirect URL

The URL to which users should be redirected after a successful signup through an Iterable-generated signup form.

By default, users are taken to a screen similar to the following:

(Make sure to upload a logo if you are using the default page.)

# Custom project sending domain (Amazon SES only)

Your intended sending domain, which is also used for DKIM, SPF, DMARC, and link rewriting. The DNS records listed in Settings > DNS Setup are dependent on this domain, and all sender email addresses specified in Settings > Senders must be associated with it.

If you are using an ESP other than Amazon SES, reach out to your account manager for assistance with setup.

# Project time zone

The default time zone for the project.

# Use dynamic sender emails

Whether or not to assign a different sender email to each recipient of a given template, rather than using the same sender in all cases. Learn more in the Dynamic Sender Email Addresses guide.

# HMAC secret

Using HMACSHA1 Handlebars to generate authentication tokens allows you to use fields other than email, campaignId and templateId in your hosted unsubscribe page URL.

For example, using this technique to include userId as a hashed merge parameter in your hosted unsubscribe URL makes it possible to navigate users to a custom unsubscribe screen that displays personalized information.

For more information, read Using HMACSHA1 Handlebars to generate authentication tokens.

# Auto-append unsubscribe block

Whether or not to auto-append Iterable's default unsubscribe block to your emails. When users click the unsubscribe link, Iterable unsubscribes them from the entire message channel that delivered the message.

When this option is enabled:

• Iterable appends an unsubscribe block only to marketing messages. Unsubscribe blocks are not appended to transactional messages.

• The unsubscribe block includes your project name, so can be seen by end users.

Disable this option if you want to provide custom unsubscribe blocks in your messages. You'll need to add an unsubscribe URL and your company's physical mailing address. For example:

# Manage labels

Manage campaign labels, which can be used to organize and filter campaigns. For more information, read Adding Labels to a Campaigns.

# Use WYSIWYG template editor

Disable this option to prevent use of the WYSIWYG template editor, and use only the HTML editor.

For more information, read Template Editors Overview.

# Enable user IP to location lookup

This option causes Iterable to set various location-related fields on a user profile when that profile's ip is set to a valid IP address. Specifically, Iterable updates city, region, country, and timeZone.

Location updates are captured on a user-by-user basis. Enabling this setting does not cause Iterable to backfill location-related information on any user profile, regardless of whether or not they already have an ip.

# Automatically update IP in user profile from inbound events

If you'd like Iterable to update a user's ip field based on their email click events, enable this option.

To update their city, region, country and timeZone fields at the same time, turn on the Enable User IP to Location Lookup option, too.

# Show revenue

Whether or not to display revenue metrics. Turn off to hide revenue and purchase metrics, and show custom conversions instead.

To learn more, read Tracking Conversions, Purchases, and Revenue.]

# SMS opt-out settings

From the Project Settings page, you can manage the settings for SMS opt-out instructions and how often Iterable includes them in your SMS campaigns.

Available settings depend on the SMS service you use and whether you send SMS internationally.

To learn more about how these settings work and how to update them, read Customizing SMS Opt-Out Instructions.

# Group recurring campaigns under the parent campaign

Group recurring campaigns underneath the parent campaign to reduce the number of visible campaigns. When this setting is enabled, view child campaigns by clicking on the parent.

# White-labeled links domain

Your custom link tracking domain, if you've set one up. For example, links.example.com or links.eu.example.com.

# Locales

Use these settings to set up your project to support locales. When these settings are configured for your project, you and your team have the ability to create multiple versions of Iterable templates, which can be translated and/or localized (either by your own in-house team or with one of Iterable's supported third-party translation partners) and sent to users around the world according to their individual language and location preferences.

To start using locales in your templates, you'll need to set up at least one locale code for your project. To learn how to do this, see Setting Up Locales For Your Project.

# Set Default Locale On A Per-Template Basis

This setting lets you decide whether or not to apply your project’s default locale to each template you create or edit.

When this setting is on, you can adjust the default locale of each template you create or edit in the project. When this setting is off, Iterable applies your project's default locale to each template you create or edit in the project.

# Locale Sending Preferences

Set your preferences for whether or not Iterable should send marketing and transactional campaigns to users when the value of their locale field doesn't match any of the locales you've set up for a campaign.

Choose whether you want Iterable to send the default localization of the campaign to any users who have unsupported locales, or skip sending the campaign to these users (this will register as a send skip event on their user profile).

# Use double opt-out for unsubscribes

Enables double opt-out email unsubscribes.

More information, read Double opt-out unsubscribe.

# Default unsubscribe pages

When you're not using hosted unsubscribe pages, Iterable generates default unsubscribe pages similar to those shown below. To create these pages, Iterable uses your project's name and logo and the name of the relevant message channel or message type.

# Frequency Management

Limits the number of email, SMS, and push marketing messages sent to a user in a given period of time.

To learn about how these settings work, read Frequency Management.