Iterable Connector Setup Guide

Iterable Connector Setup Guide

by on ‎01-09-2019 01:27 PM - edited 2 weeks ago (82 Views)

This article describes how to set up the Iterable connector in your Universal Data Hub account.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name AudienceStream EventStream
Track Event
Add or Update User
Subscribe User to List
Unsubscribe User from List
Send Email to a Specific Email Address

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

  • API Key
    Go to the left navigation menu in the Iterable interface and click Integrations > API Keys to find your API key.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Track Event

Parameters

Parameter Description
Email
Event Name
  • Name of event
Created At
  • Time event happened
  • Set to the time event was received if unspecified
  • Expects a Unix timestamp
User ID
  • User ID that was passed into the updateUser call
Campaign ID
  • Campaign tied to conversion
Template ID
  • Template ID
Data Fields
  • Additional data associated with event, for example: item id, item amount, city, state, etc..

Action - Add or Update User

Parameters

Parameter Description
Email
  • An email must be set unless a profile already exists with a User ID set
  • If a profile already exists with a User ID set, a lookup from User ID to email is performed
  • For more information, see the following vendor documentation:
User ID
  • Optional User ID
  • This is typically your database-generated ID
Data Fields
  • Data fields to store in the user profile

Action - Subscribe User to List

Parameters

Parameter Description
List ID
Email
  • Email address of the user
User ID
  • Unique User ID of the user
Data Fields
  • Data fields to store in the user profile

Action - Unsubscribe User from List

Parameters

Parameter Description
List ID
  • The ID of the list you want to unsubscribe the user from
  • For additional information, see the following vendor documentation:
Email
  • The email address of the user
Campaign ID
  • Attribute unsubscribe to a campaign
Channel Unsubscribe
  • Unsubscribe email from list's associated channel
  • This parameter is essentially a global unsubscribe
  • Possible values: true or false
  • The default value is false

Action - Send Email to a Specific Email Address

Parameters

Parameter Description
Campaign ID
  • The ID of the campaign to trigger
Recipient Email
  • The recipient's email address
Data Fields
  • Fields to merge into email template
Send At
  • Schedule the message for up to 365 days in the future.
  • If set in the past or if left blank, email is sent immediately.
  • Format is YYYY-MM-DD HH:MM:SS in UTC.