Iterable User Handbook

Welcome to Iterable, your agile and user-friendly growth marketing platform that allows you to send the right message, to the right device, at the right time!

We've created a list of useful shortcuts that will show you how to carry out your most important tasks.

# What is your role at your company?

• Email Marketer
• Email Designer
• Integration Engineer
• Mobile Engineer
• Data Analyst

# Common tasks

# Setting up Iterable for the first time?

• Setting up a new Iterable project
• Set up user roles and permissions
• Add a new project
• Delete a project

# Managing your customers?

• Import user lists
• Create a new list
• View a user profile

# Creating or modifying an email campaign?

• Create a new blast campaign
• Schedule a recurring blast campaign
• Create a new triggered campaign
• Clone an existing campaign
• Archive an existing campaign
• Cancel, reschedule, or abort an existing campaign
• View the results of a completed campaign
• Create a new email template from scratch (no HTML experience)

# Trying to set up more advanced campaign logic using workflows?

• Create a new workflow
• Troubleshoot a workflow
• Setup custom events in workflow

# Creating a new template?

• Upload HTML file for email template (from PC/from website)
• Create a new email template from scratch (HTML experience)
• Sending push notifications
• Create a new SMS template
• Personalize a template with user data or event fields
• Personalize a template with data feed
• Create templates with multi-language support
• Preview a template with real user data or a data feed

# Managing existing templates?

• Revert back to a previous version of a template
• View the history of changes for a template
• Clone an existing template

# Setting up your tools to work with Iterable's API?

• View API documentation
• Create, edit, or delete API keys
• Create, edit, or delete webhooks
• Create, edit, or delete data feeds
• Setup custom event API calls
• Import user lists via API
• Add JS snippet to call Iterable API

# Integrating Iterable with one of your existing platforms?

• Set up Mixpanel integration
• Set up Segment integration
• Set up mParticle integration
• Set up Magento integration
• Set up Zapier/SurveyMonkey integration
• Integrate with other services

# Setting up mobile integrations?

• Set up iOS push notifications
• Set up Android push notifications
• Disable push notifications
• View API documentation
• Frequently Asked Questions
• Setup in-app messages

# Performing data analysis?

• Set up an A/B experiment
• View the metrics of a completed campaign
• Understand email campaign metrics
• Understand SMS campaign metrics
• Understand push notification campaign metrics
• Understand A/B experiment analytics
• View the aggregated metrics for multiple campaigns
• Export campaign results
• Setup custom conversion tracking
• Track purchases and revenue

# Other questions?

Have more questions that aren't covered in the handbook?

Check out our support site or contact our wonderful Customer Success team!