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Simon AI + Iterable Integration

The Simon AI + Iterable integration lets you trigger actions in Iterable from your Simon AI agentic marketing flows. With this integration, you can sync rich customer profile data from Simon AI into Iterable and use it to update your Iterable lists and send highly personalized triggered campaigns and journeys.

# In this article

# Setup instructions

# In Iterable

# Create an API key

For this integration, create a server-side API key in Integrations > API Keys.

See Creating API Keys for detailed instructions on how to create, name, and store the API keys you need for authenticating with Iterable's partner platforms.

IMPORTANT

API keys are only visible the first time you create them. Make sure to immediately copy the key and store it somewhere secure. If you lose it, you won't be able to retrieve it—you'll have to create a new one.

# In Simon AI

  1. From the left navigation, go to Admin Center > Integrations.
  2. Scroll to Iterable and click Add.
  3. Enter the Iterable server-side API key you created earlier.
  4. Click Save.

Simon AI integration settings page with the Iterable API key field

# Using the integration

Once you've connected Iterable in Simon AI, you can add Iterable actions to your Simon AI flows and journeys.

This integration supports the following actions in Simon AI:

  • Sync Contact Content
  • Sync Contact to List
  • Trigger Workflow

# Sync Contact Content

Use this action to sync your Simon AI segment contact data to the associated user profiles in your Iterable project.

  1. Create a flow.
  2. For the destination channel, choose Iterable.
  3. Select the Sync Contact Content action.
  4. Configure the fields you want to sync to Iterable. (You can include custom values.)

IMPORTANT

To update the correct user profile fields in Iterable, enter the exact field names you have configured in Iterable. For example, if you have the field customer_ltv in Simon AI, but this same data is called customerLifetimeValue in Iterable, enter customerLifetimeValue for Name and customer_ltv for Value.

Simon AI Sync Contact Content action showing field mapping inputs

# Sync Contact to List

Use this action to sync your Simon AI segment contact data to a list in your Iterable project.

  1. Create a flow.
  2. For the destination channel, choose Iterable.
  3. Select the Sync Contact to List action.
  4. (Optional) Check the option to create a new contact if it does not already exist. When enabled, this creates a new user profile (based on your project's unique identifier) if the user does not already exist in the project.

Simon AI automatically generates a name for the list based on the Simon segment powering the flow. If the flow includes an experiment, the variant name is also included.

The list name Simon AI generates follows the format (Simon) $s ($v), where $s is the segment name and $v is the variant. The ($v) label is omitted when not using an experiment. For example, a list name could be (Simon) Holiday Shoppers (Control).

Simon AI Sync Contact to List action showing Create New Contact option

# Trigger Workflow

NOTE

Iterable journeys were formerly known as "workflows."

Use this action to trigger one of your Iterable journeys. The data you send to your Iterable journeys with this action doesn't update user profiles. For example, you might want to reference a product SKU or name in your journey, but you don't want to store that product SKU or name on the user profile.

  1. Create a flow.
  2. For the destination channel, choose Iterable.
  3. Select the Trigger Workflow action.
  4. For Workflow ID, enter your journey's ID (found on the Journeys page in Iterable).
  5. Enter the fields and values you want to use in the journey.

Simon AI Trigger Workflow action showing journey ID and custom field inputs

# Learn more

For help implementing or troubleshooting this integration, see Simon AI's Iterable integration guide or reach out to your Iterable customer success manager.

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