NOTE
To add Embedded Messaging to your Iterable account, talk to your customer success manager.
To define the audience for an embedded message campaign, create an eligibility list. An eligibility list is a standard dynamic list that selects the user profiles who should be allowed to see an embedded message campaign.
In this article
What is eligibility?
An embedded message is shown only to the specific users eligible to see it. A user is eligible for a given embedded message if they're selected by the dynamic list associated with its Iterable campaign.
Iterable tracks user eligibility in real time. As a user's profile data changes in Iterable, so does their eligibility for your various embedded message campaigns. When an app or website fetches embedded messages for the signed-in user from Iterable, it receives the embedded messages that user is eligible for at that exact moment.
Eligibility updates
When a user's eligibility changes — because user profile updates in Iterable cause them to get selected by more (or fewer) eligibility lists associated with active embedded message campaigns — Iterable sends a silent push notification to their device, telling it to refresh its local cache of that user's embedded messages (by fetching them again from Iterable).
(Iterable's mobile SDKs handle these silent refreshes for you.)
Eligibility doesn't guarantee a message view
A user's eligibility for a given embedded message doesn't guarantee they'll see it. To see a given embedded message:
- The user must use your app or website.
- They must go to a location in the app or website where the placement that can display the message is visible.
- That placement must not have any higher priority messages that prevent it from displaying the message in question.
Permissions
To work with embedded message eligibility lists in Iterable, you'll need these permissions:
| Action | Required permission |
|---|---|
| Create embedded message eligibility lists | Set up and Manage Segmentation and Lists |
Creating an eligibility list
To create an eligibility list:
Navigate in Iterable to Audience > Segmentation.
-
Choose segmentation criteria that select the users who should be allowed to see the embedded message campaign in question.
IMPORTANT
For an eligibility list, segmentation criteria can only reference user profile fields and static list membership. They cannot reference system events, custom events, or dynamic list membership.
Click Save List > Save as a New Dynamic List, provide a list name and description, and click Create.
For example, here's an eligibility list that selects user profiles where
likesCats is set to true:
NOTE
A dynamic list defined with no segmentation criteria, when selected as an elibility list for an embedded message campaign, will not add any eligible users to the campaign (despite the fact that when you create such a list in Iterable, it will look like it selects all the users in the project.)
Associating an eligibility list with a campaign
When creating an embedded message campaign, you can choose its eligibility list:
Next steps
Next, learn about Creating an Embedded Message Campaign.