To use Iterable to send marketing and transactional messages to your users, create and send campaigns. Iterable can send email, SMS, in-app message (to mobile devices, websites, and Roku devices), push notification, and web push notification campaigns.
This article describes the types of campaigns you can create in Iterable, permissions required to work with them, and tasks involved in creating them.
In this article
Iterable supports blast campaigns and triggered campaigns.
Blast campaigns are sent to a list of users (or multiple lists). They can be sent immediately or scheduled for a future time, and can recur if needed.
Triggered campaigns are sent as needed to invididual users. To send a triggered campaign, call Iterable's API or create a journey. Triggered campaigns can be sent immediately or scheduled for the future.
To send a message to all of the users on a static or dynamic list (or multiple lists), create a blast campaign. Blast campaigns can be sent immediately after they're created, or scheduled for later (recurring if necessary).
Blast campaigns are useful for marketing messages such as monthly newsletters or sale alerts.
To send a message to an individual user (perhaps when they complete a specific action in your app or on your website), use a triggered campaign. You might send a triggered campaign when a user completes an action on your website, or when they reach a particular journey tile.
There are two types of triggered campaigns: API-triggered campaigns and journey campaigns.
An API-triggered campaign is sent when you make a request to one of Iterable's API endpoints.
For example, you might make an API call to trigger an order confirmation campaign after a user makes a purchase on your website.
To send an API-triggered campaign, use these API endpoints:
- An API-triggered campaign can be sent immediately, or scheduled for later (by
sendAtparameter in the API request).
- To trigger a campaign when a custom event is added to a user profile, use a journey campaign.
To trigger a campaign from a journey, add a message tile anywhere in the journey.
To send a message when a specific custom or system event is added to a user profile in Iterable, use a journey. In the journey's start tile, select an Event Occurs entry source, configured for the relevant event.
For example, you could set up an order confirmation journey with a start tile configured to watch for purchase events. When a user makes an order on your website, and you use Iterable's API to track a purchase event, the user is added to the journey.
To work with campaigns in Iterable, you'll need these permissions:
- To view your project's campaigns, you'll need the View journeys, campaigns, and experiments permission.
- To create campaigns, you'll need the Draft journeys, campaigns, and experiments permission.
- To schedule, send, or activate campaigns, you'll need the Manage and launch campaigns permission.
The following table provides a high-level description of the various ways you can work with campaigns in Iterable.
|Navigate (view, sort, search, and filter) the campaigns in your Iterable project.||Managing Your Campaigns|
|Create a new blast or triggered campaign.||Creating a Campaign|
|Choose recipients for a blast campaign.||Choosing an Audience for a Blast Campaign|
|Create content for a new campaign.||Editing Campaign Content|
|Attribute conversions, purchases, and revenue to a campaign.||Tracking Conversions, Purchases, and Revenue|
|Use an experiment test variations of the same campaign and identify which is most effective, so you can send it to more recipients.||Adding an Experiment to a Campaign|
|Limit the hours during which Iterable can send a campaign, use Iterable AI to send a campaign when each user is likely to open it, or specify a message priority (in-app only).||Optimizing Campaign Delivery|
|Before you send a campaign, give it a careful review.||Reviewing a Campaign Before Sending|
|Manage campaign sends.||Sending or Scheduling a Blast Campaign and Activating a Triggered Campaign|
|Monitor a campaign's performance using the metrics that matter most to your team.||Measuring Campaign Performance|
Read Viewing a Spam Report to learn about tools Iterable provides to help ensure that your email messages won't get marked as spam.
If you're having trouble with your campaigns, read Troubleshooting Campaigns.