Getting Around in Iterable

Welcome to Iterable! This article will walk you through how to sign in to your Iterable account and get around in the Iterable platform.

# In this article

# Signing in to your account

How you sign in to Iterable depends on how your organization has set up user authentication.

# Signing in with SSO

If your organization uses SSO (single sign-on), you can sign in to Iterable using your company's SSO provider. For example, this could be Okta, OneLogin, or another SSO provider.

# Signing in with a password or Google

If you need to sign into Iterable with a username and password, or with your Google account, go to the Iterable login page.

The URL you should use to sign in to Iterable depends on whether your company's Iterable account is hosted on Iterable's US data center or EU data center:

• If your Iterable organization is hosted on Iterable's US data center, sign in at app.iterable.com.
• If your organization is hosted on Iterable's European data center, sign in at app.eu.iterable.com.

Note that the URL you should use to sign in depends on the terms of your Iterable contract and may not correspond to your company's physical location. For example, if your company is located in Spain (an EU country), but your Iterable account is hosted on Iterable's US data center, you should sign in using the URL for US-based Iterable projects (app.iterable.com).

To learn more about using the right URL and links for your project, see Iterable's European Data Center.

# Navigating your projects

When you log in to Iterable, you can see the name of the project you're currently viewing next to your user name at the top right of the page.

If you have access to multiple Iterable projects within your organization, you can switch between them by clicking your user name at the top right of the screen. Under Projects, select the project you want to switch to.

# Pinning your favorite projects

To make it easier to find the projects you access the most, click the pin icon next to the project name in the project list to move them to the top of the list. Click the icon again to unpin the project and move it to its original position.

# Your Iterable home page

When you first sign in to Iterable, you'll be on the Campaigns page. This is where you'll create and manage the individual campaigns you send to your users.

From here, you can jump to the other areas of your Iterable project using the tabs at the top of the page.

# Messaging tab

Here you'll find tools for setting up, sending, and refining the messages you send to your users.

# Content tab

Here you'll find tools for building your brand's creative assets, personalizing messages for each of your users, and storing information about your brand's products.

# Audience tab

Here you'll find tools for segmenting your users into cohorts, creating and managing audience lists, and viewing individual user profiles.

# Insights tab

Here you'll find tools for analyzing and interpreting the results of your campaigns, using AI to improve conversions on your business goals, and generating reports on the results of your marketing efforts.

# Integrations tab

Here you'll find tools for connecting Iterable to other apps, using Iterable's API, and setting up webhooks to automatically update information in other apps when something happens in Iterable.

Learn more about these Iterable features in our article Product Overview.

# Using the Quick Actions menu

The Quick Actions menu makes it fast and easy to get around and complete tasks in Iterable. With this menu, you can:

• Jump between pages and tasks without having to use your mouse.
• Instantly search for journeys, campaigns, templates, and user profiles from anywhere in your project.
• Create new resources (like templates) directly from the Quick Actions menu.

To open the Quick Actions menu, press the forward slash (/) key on your keyboard, or click the Quick Actions icon at the top of the page.

Each time you need to jump to a page or complete a task in Iterable, you can open the Quick Actions menu and search for an item or command, or you can type one of the following keyboard shortcuts:

Shortcut	Action
Shift + U	Opens the Users section of the Quick Actions menu
Shift + C	Opens the Campaigns section of the Quick Actions menu
Shift + J	Opens the Journeys section of the Quick Actions menu
Shift + S	Opens the Snippets section of the Quick Actions menu
Shift + T	Opens the Templates section of the Quick Actions menu

Memorize your most-used keyboard shortcuts to save even more time!

# Managing your organization or project settings

Click the gear icon at the top of the page to view your organization and project settings.

# Organization settings

• View and manage your organization's members
• Assign and revoke roles and permissions for your organization members
• Set up your organization's authentication policies
• View your organization's usage and billing info

# Project settings

• Open the Project Settings page for your project
• Set up performance alerts for your project's campaigns
• View and manage your project's custom event usage
• View and manage your project's members
• Set up and manage your project's message channels and types
• Set up and manage your project's senders
• Set up DNS records for your domains
• Set up and manage your project's sending platforms (like Twilio or Sparkpost)
• Set up and manage your project's sending and tracking domains
• Set up your project's apps and websites to enable push notifications
• Set up web push integrations to enable web push messages
• Set up and manage your project's embedded message placements

# Viewing notifications

The bell icon at the top of the page is your project's notification center. When you have one or more unread notifications about your project, you'll see a red dot on the bell icon.

Click the bell icon to open the notification center. From here, you can:

• Filter your notifications by status (read or unread)
• Mark all notifications as read
• Sort your notifications by date updated, date created, or level of importance

# Getting help

Have a question? You can find links to helpful support resources by clicking the ? icon at the top right of the page.

From here you can:

• Access our knowledge base
• Submit a support ticket
• Open Iterable Academy
• View our API documentation
• Open the Iterable Community forum
• Check Iterable's current system status

To chat with our virtual support assistant, click the chat icon at the top right of the page.

To learn more about getting help in Iterable, see Working with Iterable Support.

# Signing out of Iterable

To sign out of Iterable, click your profile name at the top right of the screen, and click Sign Out.