Check out the new features we've released in 2022!
If you have questions about any of these features, talk to your Iterable customer success manager.
# December 2022
# SMS Phone Verification
December 15, 2022
This release introduces SMS Phone Verification, which allows you to verify phone numbers that users enter on your website or in your mobile apps.
Here's how it works:
- A user enters a phone number in your mobile app or on your website. Your server calls Iterable's SMS verification API, passing along the collected phone number.
- The user receives an SMS message containing a verification code, and they enter it in your mobile app or website.
- Your server sends the code back to Iterable, which verifies whether or not it's correct.
Verifying phone numbers can be a useful way to reduce bot traffic and make sure you're sending information to the correct users.
This feature can be used with Iterable projects that use Iterable SMS to send SMS messages. If you use your own Twilio or Telnyx account instead, call their verification APIs directly.
For more information, read SMS Phone Verification.
# New Facebook Ad Account integration
December 9, 2022
We've updated Iterable's integration with Facebook to use a new login and authentication flow for your business account. If you're connecting your Facebook business account to Iterable for the first time, check out the setup steps in our Facebook Custom Audiences support article.
If you have an existing Facebook Custom Audience integration with Iterable, you can continue to use your existing integration with no action required at this time.
# WYSIWYG editor improvements
December 7, 2022
This release includes more improvements to the WYSIWYG editor:
We've added an improved image uploader. This new Edit image modal supports double-clicking an image to replace it, maintains your custom styling when you replace an image, and allows you to enter custom image dimensions. For more info, see Adding Images.
With the Compare tool, you can now compare HTML between the last saved version of your template and the current version. For more info, see Comparing HTML Between Two Versions of a Template.
The Cleanup tool can provide HTML formatting suggestions. For more info, see Using the Cleanup Tool to Format HTML.
# New Experimentation UI and features
December 6, 2022
This release updates the experience on the Experiments page, making it easier to view, search, and filter your project's experiments.
We've also started a major overhaul of the support docs for Experimentation, so check those out here.
This update is an Early Access release, so if you don't see it in your projects, it will show up over the next few weeks. If you're interested in getting access a bit sooner, talk to your customer success manager.
# November 2022
# Updated usage and billing metrics
November 30, 2022
Today's release introduces an updated Usage and Billing page, which has a refreshed layout that highlights important metrics, including more granular SMS metrics.
Before this change, Iterable reported SMS usage as a single metric, SMS sent, which didn't capture the nuances of how SMS services are used. The expanded dashboard includes granular SMS metrics reflecting data use. These metrics provide a clear picture of the SMS and MMS messages you are sending.
New billing and usage metrics include:
- SMS sent
- SMS segments sent
- SMS received
- SMS segments received
- MMS sent
- MMS received
The updated page provides a breakdown of each data point by SMS service. This way, you can see data about SMS activity for your Twilio Direct and Telnyx Direct accounts (your own accounts with those providers), as well as for Iterable SMS (SMS services purchased directly from Iterable).
Additional changes in this release include enhanced metrics for Users and Custom events that reflect your current and peak data usage instead of the lifetime values that were previously displayed.
To learn more about these changes and find complete definitions of these new metrics, see Usage and Billing.
# Templates experience updates
November 21, 2022
We've implemented some highly requested improvements in this round of templates updates. Check them out:
- The WYSIWYG editor now supports more HTML tags and attributes. For a full list, see Supported HTML Tags and Attributes.
- When you're sending a proof, the Recipient field now supports
userId
entries for hybrid and userID-based projects. It also remembers previous entries when you click into the field, so you can send proofs more efficiently. - We've added a raw JSON previewer (read-only) to push and in-app templates, which you can access in preview mode. Now, Handlebars and snippets in the raw JSON field render in this raw data preview, so you can make sure the JSON you're sending to your app is set up correctly. This is especially helpful for in-app messages that are created with JSON only. For more info, see Previewing a JSON Payload.
# Snowflake GA
November 15, 2022
The Snowflake + Iterable integration is now available for all mutual Iterable + Snowflake customers. To learn more about sending campaign-related data from your Iterable project to your Snowflake account, see Snowflake + Iterable Integration. Or, to add the Snowflake integration to your Iterable account, talk to your customer success manager.
# Journeys — Exit Rules
November 10, 2022
We've added a new feature that lets you set up exit rule for a journey. Exit rules automatically remove users from a journey after they’ve completed a desired action or one of their user attributes changes. So no matter where the user is in the journey, as soon as they meet your exit rule criteria, they'll stop receiving messages that are no longer relevant to them. This gives you greater flexibility with your journeys and lets you accomplish your goals using fewer tiles. Happy building!
# Quiet Hours
November 9, 2022
The Quiet Hours feature for campaigns and journeys is now available to every Iterable member! With Quiet Hours, you can prevent campaigns from being sent to your users during inconvenient times (like the middle of the night).
Enjoy the peace and quiet! 😌
# SMS Verified Contact Cards
Nov 8, 2022
Now, when you send an SMS message, you can include a contact card (vCard) with information about your brand: phone numbers, company name, nickname, website, email address, and a picture.
When users save this card to their devices, they'll be able to recognize your future sends more easily.
To learn more about SMS Verified Contact Cards, read SMS Verified Contact Cards.
# UserID-based Projects
November 2, 2022
Today we're excited to introduce a major change to Iterable projects:
the ability to uniquely identify users by the userId
field.
Before this release, all Iterable projects identified users by the email
field, and the userId
field has not been enforced as a unique identifier. This
means that whenever Iterable looks up or modifies a user, it uses the email
field to do so. This email-centric configuration can lead to challenging
integrations with systems that rely on user ID values.
Now, when you create a new project, you can select one of the following project types:
-
Email-based project — Uses just the
email
field as a unique identifier. -
UserID-based project — Uses just the
userId
field as a unique identifier. -
Hybrid project — Uses both
email
anduserId
fields as unique identifiers.
Some of the many benefits for these new projects include:
-
Increased data flexibility:
- Choose how to identify your users
- Create multiple users with the same email
- Easily manage anonymous users
-
Streamlined integration
- Manage users in Iterable the same way that you manage them in your organization
- No need to use placeholder emails or transform data when ingesting Iterable
- Easier integration with Customer Data Platforms like Segment
-
Enhanced Security
- No need to pass email address (PII) with API requests
- If you don’t want to store a user’s email in Iterable, you don’t have to
These changes have impacts across the Iterable platform, UI, and APIs. To learn more about these differences and how to choose which project type might work best for your marketing needs, check out our new guide:
Project Types and Unique Identifiers.
NOTE
We'll be making additional improvements to this initiative in future releases—including the ability to combine user profiles and the ability to migrate existing email-based projects to a userID-based schema. Stay tuned!
# October 2022
# In-browser messaging
October 31, 2022
With this release, Iterable adds support for in-browser messaging—in-app messages that target a website.
To learn more:
- Read In-Browser Messaging Overview.
- Check out Iterable's new web SDK.
Beta web SDK deprecation
If you've been beta testing in-browser messages (in-app messages that target a website), work with your website engineers to upgrade your website to a non-beta version of Iterable's web SDK as soon as possible. The beta SDK will stop working on January 31, 2023. Starting on that day, the SDK will no longer display in-browser messages or track events.
TIP
When upgrading to a new version of the SDK, take note of the new method signature
for getMessages
.
# More template updates
October 27, 2022
New week, new updates! Here's what we improved in the templates experience this week:
Previewing templates
In preview with data, the User data and Data feeds areas now remember data you entered in a previous session. The next time you load the template, you will see the user data and data feed from the last time you previewed it. This doesn't add any entries to the template's version history.
-
On email templates, you can now access Preview in a new tab and Preview with devices from the dropdown arrow next to the Preview button. You can also right-click Preview to open the template in a new tab for all message mediums.
When you use Preview in a new tab, the template preview now loads content for the selected locale.
Overflow menu
To streamline the overflow menu, we've changed the following:
We added an icon next to Spam report to indicate this opens in a new tab.
To improve the look of the overflow menu options, we removed the icons next to Create A/B Experiment (on campaigns) and Save as new template.
Email and in-app
Here's what we've added for email and in-app templates:
You can now upload your own HTML. For more info, see Importing HTML.
We've improved the editing experience in the JSON (raw data) field on in-app templates. This field now maintains the expanded state of any JSON, even after you reload the page.
The WYSIWYG editor in Firefox
We fixed some issues with the WYSIWYG editor in the Firefox browser:
- Templates were not viewable in the WYSIWYG editor.
- Previously-created content was not displaying in preview mode.
- Templates couldn't be saved after content was added.
- Importing HTML functionality was importing empty source code HTML.
# Journeys — Version History
October 24, 2022
Need to roll back some changes you made to a journey? Now you can!
We've added a version history to Studio, so you can see a timeline of all the changes that have been made to a published journey. If you need to roll back some changes, you can also restore a previous version. Happy building!
# Predictive Goals Explainable AI
October 20, 2022
We're happy to announce the addition of Explainable AI to Predictive Goals. With this update, you can now explore details about the events and properties that contributed to a prediction. In addition, you can view the events and properties that may increase or decrease the likelihood that you'll accomplish the goal's outcome. This insight further empowers you to create customized messaging and user experiences that delight and speak to your users, while promoting the outcomes you seek.
For more information about Predictive Goals, see Predictive Goals Overview.
If you're interested in adding Predictive Goals to your Iterable account, talk to your customer success manager.
# Messaging Insights saved views
October 18, 2022
We're excited to announce an update to Messaging Insights that allows you to save viewing settings so they're available the next time you return to a project. Now, you can customize a view with filters and other settings you choose, save it, and share it with others, or lock it for your own use.
This update is being rolled out over the next couple weeks, so if you don't see it yet, it'll be there soon! See Messaging Insights for more information.
# Silent push notifications
October 12, 2022
This release introduces the ability to send silent push notifications from Iterable.
Silent push notifications do not cause iOS or Android devices to display a standard push notification alert. Instead, they pass JSON data to your app, which can use it to perform a task of some kind — for example, to trigger a request for app store review or to download content so that it's ready for the user. On iOS, you can also use silent push notifications to update the badge count on your app's icon.
To send a silent push notification, enable the Deliver silently option that's available as you set up a push template (or, you can update the template using Iterable's API). Then, add a custom JSON payload that contains the data you'd like to pass to your app.
Some things to know about silent push notifications:
Silent push notifications can be sent from standalone campaigns or from campaigns in a journey.
When you enable the Deliver silently option for a push notification template, you'll no longer be able to add message content (a title, a body, etc.).
Silent push notifications do not require an SDK update, but you need to update your app's code to handle them when they arrive (use the data passed along with the notification, kick off a download, etc.). If you send a silent push notification to an app that isn't set up to handle it, nothing happens.
Even if a user has disallowed push notifications, you can still send them silent push notifications. However, if they're unsubscribed from the message channel or type you're using for a campaign, they won't receive it.
When using Iterable's API to create or update a push notification template, you can indicate that it should be delivered silently.
In your campaign engagement metrics, silent push notifications count as sends. However, since users can't interact with them, there won't be a corresponding increase in clicks or opens. This means that your open rate may decrease.
To learn more about silent push notifications, read Creating Push Notification Templates.
# Templates updates and fixes
October 11, 2022
This week brings new templates updates and fixes. Check out what we improved in this release:
The WYSIWYG editor
-
We updated the WYSIWYG editor to support special characters like
£
and€
. Previously, they were encoded as HTML entities. For example,£
was converting to£
in the HTML, and was not rendering as£
in the template content. The following essential characters are still encoded:&
<
>
'
=
SVG code is now supported by the WYSIWYG editor for in-app and email templates. You can use SVG to create custom animations and X buttons.
The Drag and Drop editor
We fixed an issue where opening a template in the Drag and Drop editor would sometimes not show any content.
SMS
In SMS templates, the character count (below the preview) is now accurate when shortened links are enabled.
Email and In-App
In email and in-app templates, universal merge parameters are now supported in preview mode, and logic that depends on those parameters is loading correctly in preview mode. Preview with data now loads and renders automatically when you update the User data and Data feeds areas.
In in-app templates, the mobile inbox preview now shows the title and body fields.
Role-based access control
We've decoupled the Create and Manage Templates permission from the campaign editing experience, so you can once again edit campaigns without the template permission.
Template selection in campaigns
When you're creating a campaign, the Start from scratch button now takes you directly into the new template experience, where you can select an editor.
# September 2022
# Quiet Hours (Beta feature)
September 29, 2022
We just released a couple of updates to the Quiet Hours setting for campaigns and journeys:
-
Quiet Hours + Send rate limits = ❤️
We fixed an issue that made quiet hours and send rate limits incompatible. Now you can turn on both quiet hours and a send rate limit for a campaign.
-
Default fallback time zone
Now if a user's time zone is unknown, Iterable will use your project's time zone to determine when a campaign should be paused for quiet hours.
Not using Quiet Hours yet? Talk to your customer success manager to get started.
# Understanding User Behavior with Audience Insights
September 28, 2022
Today, we're beginning to roll out Audience Insights, a tool that provides information about who's on a list and how they're engaging with your campaigns. You should see Audience Insights in your project by the end of September.
When you open a list in Iterable, Audience Insights shows you a summary of behavioral data like conversion events, purchases, and unsubscribes, and demographic data like mobile device type, email domain, location, locale, and more.
This information can help you better understand if you're messaging the right people, and if they're responding as you expect. For more information about Audience Insights, read Audience Insights.
# This week's templates updates
September 26, 2022
We're continuing to improve the new templates experience. Here's what we updated and fixed this week:
Template editing
We made a few updates to make it even easier to work with templates:
- We fixed an "unknown error" that would sometimes pop up when you tried to add a new locale to a template.
- The Make a copy button in the template overflow menu is now called Save as new template. The link in the confirmation message for this action opens the template in a new browser tab.
- You can hover over the Locales dropdown, the Edit Design button and the Continue to review button to see why the buttons are disabled, and for more context when there are errors.
- You can right-click the Preview button on a template to open the template preview in a new tab.
SMS and Web push
We made a few updates for SMS and web push templates:
Web push templates now show a warning if the Title field exceeds 39 characters or the Body field exceeds 55 characters, but the fields do not have a character limit.
-
Below the preview of an SMS template, you'll see how many message segments are associated with the message. MMS message previews will always display "1" (up to 1,600 characters).
Sending test messages / proofs
We've improved the loading speed of very large lists when you click Send test message or Send proof on a template. You may see a brief loading state when you send to an internal list, or as random users.
Email preview
We fixed an issue where some emails were not displaying in desktop view when the template's height was set to 100% in the CSS.
The WYSIWYG editor
In the WYSIWYG editor, we've restored the ability to use images to create
background elements in <td>
and <th>
tags.
The Drag and Drop editor
For templates using the Drag and Drop editor, we've disabled link sanitization for the Tel field on Make call type links (on buttons). Now you can add a Handlebars expression to this field to dynamically populate a phone number.
# New updates for templates experience
September 21, 2022
This releases includes more updates and fixes for the new templates experience:
Template editing in Studio
We've added the new template editing experience to Studio! This means that:
- You can edit a campaign template in one of your message tiles right within your journey. Just open one of your send tiles and click Edit Campaign to update your content.
- You can send message proofs, preview on devices and preview with data, open the content in a new tab, or replace the template with another one—without ever leaving Studio. Check it out!
- If you've enabled locales, you can use the locales dropdown to check out how your content looks in the variations you've added.
In-App
This release includes the following in-app fixes and updates:
- We made improvements to in-app template previews—previously, wide or tall content was cut off in the design preview and preview mode.
- We've fixed the default position for in-app templates.
Locales
Template locales are improved in the following ways:
- We've added a search field to the template Locales dropdown menu, making it easier to find a specific locale.
- We fixed how locales display in the Drag and Drop editor.
SMS, Push, Web Push
Here are the updates and fixes to SMS, Push, and Web Push message mediums:
- We fixed an issue with SMS shorten and track links disabling.
- We've updated the SMS message count metadata.
- For Push, we fixed the customAction setting.
- For Web Push, we've removed the character count limitations.
# Predictive Goals
September 14, 2022
Expanding on Iterable's existing AI features, today we're releasing Predictive Goals. Predictive Goals helps you understand the likelihood that your users will convert on your business goals, so you can message them in more meaningful ways.
For example, to help you connect your users with products they love, you might use Predictive Goals to identify people who are likely to purchase luxury items and then alert them to new arrivals. Or, to mitigate churn, you could use Predictive Goals to find users who may unsubscribe and then reconnect with them before they do.
After you create a goal and define its criteria, Predictive Goals analyzes your project's user profile fields, purchase events, system events, and custom events, and uses this data to predict the likelihood that each of your users will convert on the goal.
Then, an interactive chart allows you to select user segments by conversion likelihood. You can save these segments as lists, and then use them to send campaigns and drive further segmentation.
# Is Predictive Goals right for you?
For your predictive goals to be as effective as they can be, verify that you have enough data, and the right type of data.
-
Amount of data — At a minimum, your Iterable project should have:
Six months of historical data
100,000 unique users
100,000 unique event and user profile field occurrences across all of your users, with at least 20—30 active events that have been frequently updated in the past month.
-
Type of data — The criteria for a predictive goal can include:
User profile fields — Information you know about your users, as saved in fields on their user profiles. For example, an account type.
System events — Information about how your users have interacted with the campaigns you've sent them. For example, email clicks.
Custom events — Information you've saved about particular actions your users users have taken on your website or in your app. For example, a travel site might a create a
RoomBooked
event each time a user books a room.Purchase events - Information about purchases your users have made (number of occurrences, dollar amount).
For more information about Predictive Goals, talk with your customer success manager, and check out the Predictive Goals support documentation.
# Templates experience updates
September 12, 2022
We're responding to your feedback for the new templates experience and adding improvements—fixing bugs, updating existing features and adding new features. Check out the updates in this release:
Snippets
- Snippet editing is available in both the Side by Side editor and the new
WYSIWYG editor.
As a default, snippets will open in the Side by Side editor, which will not alter any of your HTML code. The new WYSIWYG editor will edit and clean up invalid HTML code, and may not handle items like<style>
tags and partial code as expected. If you switch to the WYSIWYG editor, you should test your snippets to make sure everything is working as intended. - You can switch between editors without saving changes at any time using the Switch to button.
Editors
- Based on your feedback, the new WYSIWYG editor now supports the following:
- Conditional tags/comments like
<!--[if mso]>
and other conditional logic statements. -
<style>
tags found within body of HTML. - When you're in Edit design > Preferences, you'll experience an easier way to discard changes and switch between the WYSIWYG and Side by Side editors.
- Conditional tags/comments like
Templates
- To clarify how you edit your template's design, HTML, and details, we've added an Edit design button. Additionally, in the Details area, the Edit button is now the Edit details button.
- In order to differentiate the content of a campaign from its original template, you can now edit the name of a selected campaign template.
- We've added a search field to the Message type and Sender dropdown menus in template details to help you find a message type and sender. Similarly, we've added a search field to the list selection you'll use when sending test messages and proofs.
- We fixed an issue with saving templates after switching projects.
# Snowflake + Iterable integration: new events
September 6, 2022
We've added a couple new events to Iterable's integration with Snowflake: Email Unsubscribe and Hosted Unsubscribe Click. For more information about these events and their attributes, read Snowflake + Iterable Integration.
# August 2022
# New templates experience
August 29, 2022
Starting today, Iterable has a new template editing experience — an updated look and feel, an improved editing workflow, and better previewing. All original functionality still exists, and the updated page feels intuitive and familiar, but we've streamlined the way you create content for your users.
For an overview of the changes included in this release, keep reading!
Editing a template's details
We’ve consolidated template configuration options into a single Details area, streamlining the editing experiencing. This new UI shows unsaved data indicators, displays who last edited the template, and has a read-only mode to help you avoid accidental edits.
Editing a template's design
Now, when editing email and in-app message templates, you'll use a focused design mode. This mode allows you to quickly toggle between editing and previewing with user data: no need to switch between browser tabs (for email and in-app)!
Improved previewer
Improved previewers render your entire message, allows you to toggle between device configurations, and do a better job truncating text where needed.
Updated WYSIWYG editor
We’ve updated the WYSIWYG Editor so that it's easier to upload content, copy and paste content from other apps like Microsoft Word, Microsoft Excel, and HTML sources.
In the new templates experience, you'll select an editor right before editing the template's design — no need to decide up front. And, when you do select an editor, you can choose between all three: the WYSIWYG Editor, the Drag and Drop Editor, and the Side by Side Editor. And you can still disable the WYSIWYG editor in project settings, if you like.
Additionally, in design mode, you can switch between the WYSIWYG and Side by Side editors, as needed (in preferences).
Snippets enhancements
Fields that are snippet-friendly now show an icon you can use to open a snippet selection window. Use this window to select, preview, copy, and insert snippets.
Naming clarifications
As part of this redesign, we've renamed some of the buttons, fields, and other UI components in the template editing experience. For more details, read New Templates Experience
Locale improvements
Your template's locales menu makes it easy to understand which locales are available, and to add content for new locales as needed.
Metadata enhancements
When reviewing the content associated with a campaign, you'll see key metadata such as campaign status, information about experimentation variants, locales, and more.
To learn more about templates in Iterable, read these articles:
- Templates Overview
- Organizing Templates
- Working With Templates
- Creating Email Templates
- Creating In-App Templates
- Creating Push Notification Templates
- Creating SMS Templates
- Creating Web Push Templates
# New API key permission for event creation
August 29, 2022
Today, we're beginning to roll out a new security enhancement for client-side API
keys. Prior to these changes, client-side API keys could create new custom event
definitions, at any time, simply by sending an event track API call with a new
eventName
. With this update, client-side API keys will have a toggle to either
block new event definitions when you use the
POST /api/events/trackBulk
or
POST /api/events/track
endpoints, or allow creation of new custom events for
up to 14 days. After the allowed period, the permission expires and the key will
be blocked from creating new custom event definitions. (These keys will still be
able to track existing custom events when using these endpoints.)
Note that server-side API keys are not changing - this type will continue to have permission to create new event definitions with no expiration set.
Phased release plan
Initially, this security measure will only be available to new Iterable organizations created after 5:00 p.m. PST on August 29, 2022 (today).
At a future date, we will roll this out to existing organizations and projects. At that time, your existing client-side API keys will be granted event creation permission that will expire after 7 days.
It's important to audit your API use at this time and ensure you have correct measures in place to avoid disruption when these permissions change. We'll announce the release date existing keys with advance notice soon!
To learn more about this API key permission and how it works, see our guide here: API Keys.
# Updated Snowflake attributes
August 26, 2022
We've added several new attributes for use in your Snowflake + Iterable integration. You'll see them in these events: Email blast send, Email triggered send, Email bounce, Email click, Email complaint, Email open, Email send skip, Email unsubscribe, Push open, Push send skip, Push send, Push uninstall, SMS bounce, SMS click, SMS send, and SMS send skip.
For details, see Snowflake + Iterable Integration.
# SMS opt out attribution
August 3, 2022
With this release, you can now attribute SMS unsubscribes to a particular campaign and track them in Campaign Analytics. Identifying which campaigns might be contributing to user churn provides the insight you need to adjust future campaigns so that they better serve your users, making them less likely to unsubscribe.
Let’s take a look at how it works.
When Iterable receives an opt out response (like STOP, or NO), the system looks for all user profiles that have a phone number that matches the one that was used to unsubscribe. Then, Iterable determines whether a campaign was sent to any of those users in the past three hours. If a campaign was sent within three hours, Iterable attributes the SMS Unsubscribe event to that campaign. If more than one campaign was sent within the three hour window, the unsubscribe is attributed to the last campaign sent. If no campaign was sent within that time, the unsubscribe is not attributed to a campaign.
See SMS Unsubscribes and Resubscribes for more information and examples.
# July 2022
# p8 Authentication for iOS Push Notifications
July 28, 2022
Iterable can now use token-based authentication to communicate with Apple's Push Notification service (APNs) when sending iOS push notifications.
With token-based authentication for push notifications, you can use a single, non-expiring auth token (.p8) for all your apps, across development and production. This means you don't have to renew and update your push certificates in Iterable each year. Additionally, Apple indicates that token-based authentication can improve push notification send speeds, too.
To start using push authentication tokens, navigate to Settings > Apps and websites and add authentication tokens (.p8 files) to your apps.
NOTE
Token-based push authentication doesn't require the use of Iterable's mobile SDKs (and if you do use the SDKs, there's no particular SDK version requirement).
IMPORTANT
When adding auth tokens (.p8 files) to your iOS mobile apps in Iterable, don't delete any certificates (.p12 files) that are already in use. Instead, add the .p8 files using the Upload & Replace option found in the overflow menu for the existing push integration. This will prevent any interruption in Iterable's ability to send push notifications to your users (and everything will just keep working when your existing certificates expire, too).
To learn more, read Setting Up iOS Push Notifications.
And check out Apple's documentation, too:
# Journeys — Draft mode & Tilesets
July 14, 2022
We just released two new Journeys features: Draft mode and Tilesets.
Draft mode
Now you can edit a journey without worrying about messing up the live version!
With Draft mode, you can work on a journey in the background while your users continue through the live version as usual. Edit some tiles, get a teammate to review your draft, test things out, and publish your changes when you're ready. (Take your time, we won't judge! 🙂)
Tilesets
Got a group of tiles you add to journeys all the time? Save them as a tileset!
Tilesets are groups of tiles that you can save and reuse in multiple journeys—so you can spend less time repeating yourself and more time building delightful customer experiences.
Once you've created a tileset, you and your teammates can quickly add it to any journey within the same project. Happy building!
# Fresh login experience and 2FA changes
July 14, 2022
Today, we're showcasing a brand new look for our login page:
This release includes:
-
Identity-first sign-on when you log in using username and password.
To sign in, enter your email address and click Continue. Then, enter your password and click Continue again.
To reset your password, enter your email address in the sign-on screen and click Continue. Then, click Forgot password?. We'll send you an email with instructions for setting a new password.
Updated emails for certain activity related to your account security: user registration, password reset, locked account, and more.
-
New two-factor authentication security provider:
Existing members using 2FA will need to re-enroll in 2FA by scanning the provided QR code on your next login. Then, make sure to delete the old Iterable registration from your authentication app. To do this, find the app which displays as "iterable". The new version displays as "Iterable".
The registration process for new members has also changed. To learn more about how to register for 2FA, see Two-Factor Authentication for Login.
With this update, scratch codes are no longer available.
To learn more about the different ways your Iterable users can sign in, see Authentication Options.
# WYSIWYG editor updates
July 14, 2022
Updated WYSIWYG editor!
The new version of the WYSIWYG editor is now enabled for all Iterable projects. The updated editor gives you the same rich text capabilities with improved capabilities, like PowerPaste for copy and pasting from Microsoft Word, Google Docs, Excel and more.
IMPORTANT: The new WYSIWYG editor will try to close any open HTML tags and make edits to any invalid HTML to render it in the template. This means the editor could insert or alter HTML elements for formatting purposes. These changes will occur when you create or edit a template in the new WYSIWYG editor. This could impact custom coding on previously-created templates when you open one, if it does have improperly formatted HTML. If you have added custom HTML to your templates (for example, with snippets or HTML blocks), we recommend running complete end-to-end tests as you update to the new version. You may need to edit your templates to make them compatible with the new format. If you don’t want any HTML to be changed by the editor, we recommend using the Side by Side editor for Advanced HTML editing.
# Updated Drag and Drop editor
July 14, 2022
All Iterable projects are now enrolled in the new version of the Drag and Drop editor. The updated Drag and Drop editor uses the latest version of Beefree, which offers several improvements over the previous version:
Mobile design mode improvements: In mobile view, you can choose to make formatting changes to content properties that only show on mobile browsers.
Borders and rounded corners: In content areas, add borders and rounded corners to help organize your design elements and create visual relationships.
Three new content blocks: Paragraph, Title, and List block.
IMPORTANT
Snippets or complex Handlebars logic should not be used within the URL link fields within these three new content blocks: Paragraph, Title, and List. Dynamic content does not render in these blocks because of the way the blocks are encoded. To manage dynamic URLs, using Custom HTML, Text block, or snippets.
# Offline events processing
July 12, 2022
This release makes offline events processing available to all Iterable customers who'd like to use it — just ask your customer success manager to enable it for your account, and upgrade your apps to use one of the following SDK versions:
- Iterable's iOS SDK, version
6.4.5+
- Iterable's Android SDK, version
3.4.7+
- Iterable's React Native SDK, version
1.3.3+
Offline events processing saves a local copy of events triggered in your app while the device is offline (up to 1000 events). When a connection is re-established and your app is in the foreground, the events will be sent to Iterable.
For more information, read Offline events processing.
# Docs update for Android 13
July 8, 2022
We've updated our documentation
to describe Android 13's new POST_NOTIFICATIONS
permission, and how you can
use it to request permission for your app to display push notifications.
For more information, check out:
- Our blog post, How to Push Forward with Android 13
- Android's Notification runtime permission article
# Sharing campaign analytics views
July 7, 2022
Now, you can share a specific Campaign Analytics view with other people on your team. Click the Share button at the top of the Campaign Analytics page to copy a link that you can share with anyone who has access to your project. They'll see the same filters and date range you’ve selected in your view.
For more info, read about Campaign Analytics.
# Webhooks must now use HTTPS
July 5, 2022
For your security, starting today, system and journey webhooks that use HTTP URLs (as opposed to HTTPS) will fail. This may cause journeys that rely on them to fail, too.
If your project has any system or journey webhooks that use HTTP URLs, update them to use HTTPS. However, before doing so, work with your engineering teams and website administrators to verify that the webhook endpoints themselves can support HTTPS requests.
We originally announced this change on March 31, 2022. If you have any questions, contact your Iterable customer success manager.
# June 2022
# Sending Platforms
June 29, 2022
We've renamed our ESP Accounts page and updated its design! Now, this page is called Sending Platforms, and it has a fresh, marketplace-like look and feel that's consistent with our Aurora design language. The updated page looks like this:
(Don't worry: everything you set up on the old ESP Accounts page is still available on the updated page!)
On the Sending Platforms page, you can provide information about your accounts with third-party email and SMS sending platforms, so your Iterable project can use them to send messages.
- Amazon Simple Email Service (shared IP pool) — Iterable's default email setup
- SparkPost
- Mailgun
- SendGrid
SMS
For more information about configuring these accounts and adding them to Iterable, check out these support guides:
- Email Setup
- Integrating Amazon Simple Email Service (SES) with Iterable
- Integrating SparkPost with Iterable
- Integrating Mailgun with Iterable
- Integrating SendGrid with Iterable
- Integrating Twilio with Iterable
- Integrating Telnyx with Iterable
If you'd like to use Iterable's account with one of these providers rather than your own, or if you have any questions about this update, talk to your customer success manager.
# New ways to manage your custom events
June 28, 2022
Our latest update adds a new retention period setting for a project's custom events, and an updated look and feel to the Custom Events page for your projects.
Custom Events page refresh
We've been hard at work updating our UI, and with this release we're sending you our latest enhancements to Settings > Custom event usage, including:
- A refreshed page design, extending our modernized user experience.
- A brand new date picker to help you filter events by date (including a new shortcut to select the past 3 days).
- A unified view of lists and journeys that reference a custom event.
- Updated page columns, including a new display for Retention period and a single column for list and journey references.
Keep reading about the Custom Events page and how to interact with it by visiting our support guide, Monitoring Custom Event Usage.
Set a retention period for custom events
Until now, custom events have been stored indefinitely. As time passes, older events often become less relevant to your marketing campaigns. Event data aggregates over time, and the high volume can impact the timely performance of dynamic lists and journeys.
With this release, you can now create a retention policy that defines the maximum age of data to store; expired data will be deleted after that period. This enables you to focus your marketing efforts on data that has value, and to remove stale event data.
By default, custom events will have an unlimited retention period and remain stored indefinitely. Users with the Manage Settings permission can update custom events so they have a retention period and are only stored for as long as you need them.
DANGER
Setting a retention period results in permanent data deletion. Once deleted, event data can't be recovered by support.
Make sure you've read our support guide, Managing Custom Event Retention, and proceed with care when scheduling your project data for deletion.
# List description field
June 27, 2022
Forget about complex list naming conventions or scouring segmentation criteria to understand what a list is for. Use Iterable's list descriptions instead!
Make it easier to collaborate by adding descriptions to your lists when you create them, or add descriptions to the lists you already have. This new field is available on all your list types, so have fun!
List descriptions can be up to 140 characters long and are always optional.
Visit our Adding Users and Creating Lists guide to view list descriptions.
# Access in-app and web push campaign data with Snowflake
June 21, 2022
Now, in addition to accessing system event data from Iterable email, SMS, and push campaigns in Snowflake, you can also access data from your in-app and web push campaigns. Events like in-app and web push clicks, sends, and send skips can now be sent from your Iterable project to your Snowflake account.
To learn more, read our support guide on [Snowflake Secure Data Sharing](https://support.iterable.com/hc/articles/4404943746708.
If you have questions about this feature or you'd like to use it, talk to your Iterable customer success manager.
# Messaging Insights, Campaign Analytics, and Metrics Documentation Updates
June 14, 2022
Viewing In-App Metrics
Now, you can use Messaging Insights and Campaign Analytics to view in-app campaign data for each mobile app or website that’s targeted by a campaign. These new views make it easy to see which apps or websites are contributing the most to your campaign performance.
For information, see Messaging Insights and Campaign Analytics.
Sharing Messaging Insights views
If you’ve ever wished you could share a view from Messaging Insights with another person, today’s your lucky day. Now, instead of recreating the settings you want to share, just click the Share button from Messaging Insights to copy a link that you can share with anyone who has access to your project, so they can see the same filters and date range you’ve selected in your view.
See Messaging Insights for information.
Metrics definitions documentation updates
To make it easier to find what you’re looking for, we’ve consolidated all of Iterable’s metrics into a single doc—Metrics Definitions. Now, you’ll find descriptions of Iterable’s general, email, in-app, push/web push, and SMS metrics in a single place.
# New icon for Iterable AI
June 1, 2022
# May 2022
# Send SMS with Telnyx
May 25, 2022
With this release, we've added the ability to send SMS/MMS from Telnyx. With this new partnership, we now offer carrier-direct messaging to over 230 countries—all from your Iterable project! This integration works seamlessly to send SMS campaigns, capture SMS events, track link clicks, and trigger journeys.
To find out more about sending SMS from your Iterable project via Telnyx, see Integrating Telnyx with Iterable or contact your customer success manager.
# Multiple conversion events
May 24th, 2022
To help you get a deeper understanding of a campaign’s performance, you can now track multiple conversion events at once. To do this, just select all the relevant custom conversion events when you're setting up your campaign.
For example, to see how many users download your app in response to a given campaign, and also how many purchases the campaign generates, you might specify a couple of different custom conversion events:
-
app_downloads
(or whatever custom event you use to track app downloads) -
iterable_purchase
(which causes Iterable to track conversions forpurchase
events created withPOST /api/commerce/trackPurchase
)
After you send your campaign, you can view conversion metrics in Campaign Analytics.
What's new
Track custom events and purchase events, together! No more choosing one or the other. In Campaign Analytics, you can:
-
On the Engagement card, get a breakdown of the conversions that are attributed to a campaign.
-
On the Conversions card, see how conversions perform over time.
-
On the Revenue Breakdown card, view revenue and purchase metrics.
To learn more, read Tracking Conversions, Purchases, and Revenue.
# User Profile page refresh
May 9th, 2022
We’ve updated the UI and user experience to keep your user profiles looking and feeling fresh and current. We haven't changed how any of the features work, so you can enjoy this updated experience without relearning the page.
We've given Iterable's User Profile page a sleek new design, which includes:
A revamped look and feel, with a spiffy new UI and a streamlined navigation, to continue our Aurora User Experience rollout.
Inclusive features. The user profile picture is now the same for all users, for a gender inclusive experience. We've also sunsetted our FullContact integration.
Events updates. We grouped the Event Summary and Event History pages under a single menu item, and we added an overview of recent events.
Improved search and filtering, so you can more easily find particular events.
Read about all of this and more in the updated User Profile docs!
# Snippets finder tool
May 2nd, 2022 - Public beta
We just released our brand-new Snippet Finder feature! This tool lets you select a snippet, then see all the places where it's being used in Iterable (like in campaigns, templates, and other snippets).
See everywhere your snippet is being used before you edit or delete it.
Click the columns to quickly sort your search results by name, medium, type, status, and last modified date.
Jump to your snippet in a new tab using the See snippet button to make edits to your snippet alongside the snippet locations page.
Use Filters to narrow down the results of your snippet locations and find precisely what you're looking for.
Click Export to save your results as a CSV file.
To learn more about the new snippets finder tool, see the See Where Snippets are Used support doc.
# Ready to try it?
The new Snippets location feature is now available in public beta.
# April 2022
# New Studio GA
April 27, 2022
Out with the old and in with the new! The new Studio is now available for all Iterable customers. The classic version of Workflow Studio has officially retired (and is enjoying a well-earned beach vacation 🏖).
The new Studio has some exciting new features we think you'll love:
Sleek new design: Build your journeys in a flash, with a beautifully redesigned workspace that keeps up with you.
Notes: Collaborate with your teammates or leave reminders for yourself while you’re building a journey.
Updated analytics: Now you can see campaign performance data (like total sends, delivery rate, open rate, and click rate) on the message tiles you’ve added to the canvas.
Save as image: Save a snapshot of your journey as a PNG file.
To learn more about the new Studio, see the updated Journeys support docs.
We'd love to hear what you think of the new Studio! If you have questions or feedback, drop us a line with the Feedback button in Studio, or reach out to your Iterable customer success manager.
# Access SMS campaign data with Snowflake
April 19, 2022
Now, in addition to accessing system event data from Iterable email and push campaigns in Snowflake, you can also access data from your SMS campaigns. Events like SMS bounces, clicks, opens, and sends can now be sent from your Iterable project to your Snowflake account.
To learn more, read our support guide on Snowflake Secure Data Sharing.
If you have questions about this feature or you'd like to use it, talk to your Iterable customer success manager.
# March 2022
# Webhook HTTPS update
March 31, 2022
In line with data encryption and security best practices, Iterable no longer allows new system or journey webhooks to use HTTP-based URLs. Instead, all new webhooks must use HTTPS.
If your Iterable projects have existing system or journey webhooks that rely on HTTP URLs, they're still functional today. However, Iterable's support for HTTP-based webhooks will end on Thursday, June 30th, 2022. Starting on that day, webhooks that use HTTP URLs will fail, which may also cause journeys that rely on them fail.
WARNING
Before Thursday, June 30th, 2022, review the system and journey webhooks in your Iterable projects, and update them to use HTTPS. You'll also need to work with your engineering teams and website administrators to make sure that those endpoints can support HTTPS.
We’ll send a final notification email on Thursday, June 30th, 2022, once support for HTTP-based webhooks has been disabled.
For more information, read:
- Iterable's Webhooks Overview
- Google's Use Hypertext Transfer Protocol Secure (HTTPS) on your domain
If you have any questions, contact your Customer Success Manager.
# Drag and Drop editor updates
March 14th, 2022
We just released a new and improved version of our Drag and Drop template editor!
This editor features:
Faster load times: Build your templates in a flash, with an editor that keeps up with you.
Mobile design mode: We've made it even easier for you to build mobile-first messages and preview how they'll look on your users' devices.
New tiles: We've added a few new drag-and-drop tiles—Title, Paragraph, List, Button, and more!
Smaller file sizes and simpler HTML output: The new Drag and Drop editor saves your templates more efficiently than ever before.
Wider email client compatibility: Now the Drag and Drop editor is compatible with more email clients.
Emoji keyboard: Now you can easily add emojis to your templates! (Find this in the text block settings menu. 🙂)
To learn more about the new Drag and Drop editor, see:
- The Drag and Drop support doc
- Our post in the Iterable Community
- Beefree's support documentation
IMPORTANT
Beefree has changed its form layout from <div>
to <table>
to
reduce file sizes and improve code efficiency. This formatting change will apply
when you create or edit templates in the updated Drag and Drop editor. If you
have added custom HTML to your templates (for example, with snippets or HTML
blocks), we recommend running thorough end-to-end tests as you update to the new
version. You may need to edit your templates to make them compatible with the
new <table>
format.
The new Drag and Drop editor is now available in beta. Talk to your Iterable customer success manager to sign up and start using it today.
# Relevance score, SMS click event updates
March 10th, 2022
With this release, you can now:
Set a relevance score on your iOS push notifications, so that iOS knows which of your push notifications to display when featuring your app in a Notification Summary (this feature only impacts users running iOS 15+).
Use SMS click events to trigger journeys and system webhooks, and to filter users in journey filter nodes.
# Relevance score
When creating a push notification template in Iterable, you can now set a relevance score.
Introduced by Apple as part of iOS 15, relevance scores help iOS determine which push notification to display when featuring your app in a Notification Summary:
When iOS features your app in a Notification Summary, it displays the push notification (for your app) with the highest relevance score.
Otherwise, the relevance score determines how iOS sorts your app's push notifications in the non-featured section of the Notification Summary (push notifications with higher relevance scores sort to the top).
Relevance scores only affect push notifications for users running iOS 15+ (other users can still view the push notification normally).
To learn how to set a relevance score for an Iterable push notification campaign, read Creating Push Notification Templates.
# SMS click events
When you use SMS link shortening and click tracking to shorten the links in your SMS campaigns, Iterable captures SMS click events for users who click on those links.
As of this release, you can now use SMS click events to:
- Trigger a system webhook.
- Trigger a journey.
- Filter users in a journey.
For example, here's a journey filter node that includes users who have clicked a link in a particular SMS campaign:
# Unique Email Opens metric
March 8th, 2022
With this release, the Unique Emails Opens metric has been changed to Unique Email Opens. Update data pipelines or scheduled jobs that reference this metric as soon as possible.
To learn more, read our support guide on Metrics Definitions.
# Studio (public beta)
March 1st, 2022
We’ve combined the power of our all-new Aurora User Experience with everything you love about Workflow Studio to create an entirely new journey creation experience: Studio.
What’s new:
All-new design: We rebuilt this page from the ground up—with faster load times, new icons, and color-coded components.
Simplified names: Workflows are now Journeys, nodes are now tiles, and triggers are now entry sources.
Everything in one place: We reorganized the tile panel to make it easier to find the tiles you use the most.
Easy collaboration: Now you can add notes to the canvas to collaborate with your teammates as you build.
To learn more about the new Studio, see Journeys Overview.
The new Studio is now available in public beta. Talk to your Iterable customer success manager to sign up for the beta and start using the new Studio today.
# February 2022
# Snippets - updated UX, new features
February 23rd, 2022
As part of the new Aurora User Experience, we've given snippets a new look and feel. Plus, we've added some new features we think you'll love.
- Sleek new page layouts: Create, edit, and manage your snippets faster than ever.
- Easy copying and cloning: Quickly make a copy of a snippet and add it to a template.
- Improved saving and collaboration: Now you can see who last modified one of your snippets so you never miss a beat.
To learn more about these updates, see the new snippets support docs.
# Messaging Insights - cross-medium analytics
February 22nd, 2022
With this update to Messaging Insights, you can now view audience data for all selected mediums in a single view on the Audience tab. You can also select the metrics that filter your query in the left-hand portion of the screen, as you do for other queries, for a more seamless experience.
To learn more about working with campaigns, read our Messaging Insights support guide.
# Messaging Insights updates
February 15, 2022
In an effort to streamline your experience with our product, now, when you select multiple campaigns from the Campaigns page, you're directed to Messaging Insights, the single best place to view aggregate campaign data. Messaging Insights provides all of the data you may have previously accessed from the Aggregate Analytics page, but in the same interface as other campaign data.
As part of this update, the Aggregate Analytics page has been removed.
To learn more about working with campaigns, read our Campaigns Overview support guide.
# Access system event data from push campaigns
February 10, 2022
Now, in addition to accessing system event data from Iterable email campaigns in Snowflake, you can also access data from your push campaigns. Events like push bounces, opens, sends, and more can now be sent from your Iterable project to your Snowflake account.
To learn more, read our support guide on Snowflake Secure Data Sharing.
# Exclude pre-fetched and proxied open email from Apple Mail, Gmail, and Yahoo
February 8, 2022
If you’ve been wondering how accurate your email open rates are in light of recent Mail Privacy Protection changes, you’ll be happy to hear about the new metrics we’re announcing today. Whether you’re creating a Messaging Insights query, or reviewing Campaign or Journey Analytics, you can use Total Email Opens (filtered) and Unique Email Opens (filtered) to exclude email from Apple Mail (on iOS 15), Gmail (mobile and web), and Yahoo after February 7, 2022.
While these metrics may narrow the scope of your reports, we think it’s important for you to know that your open rates aren’t artificially inflated by the pre-fetched and proxied opens that can come from these services. And, if you want to include those stats, you still have access to the original Total Email Opens and Unique Email Opens metrics, as well as lots of other ways to assess the effectiveness of your campaigns (see Campaign Analytics and Messaging Insights for some ideas).
As part of this update, we’ve also added the proxySource
data field to Email Open
events. This field identifies the platform or mail server that was potentially
used to open an email by proxy. Possible values include Apple
, Gmail
, and
Yahoo
.
Read our blog post to learn more about What Apple's iOS 15 Privacy Updates Mean for Marketers.
# January 2022
# Click and drag columns for Messaging Insights
January 18, 2022
You asked for it, and we've delivered. With this release of Messaging Insights, you can rearrange the data columns on any tab by clicking and dragging the column header to the preferred location.
For more information, see Viewing metrics.
# Brand Affinity update for Apple Mail
January 12, 2022
With this release, we've tuned Brand Affinity to account for Apple's Mail Privacy Protection feature.