Iterable Connector Setup Guide

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This article describes how to set up the Iterable connector.

In this article:

• Connector Actions
• Configure Settings
• Action Settings — Parameters and Options
• Action — Track Event (Batched)
• Action — Upsert User (Batched)
• Action — Forget a User in Compliance with GDPR
• Action — Send SMS Notification to User
• Action — Send an Email to an Email Address
• Action — Trigger Workflow
• Action — Subscribe a User (AS Only)
• Action — Unsubscribe a User (AS Only)
• Action — Subscribe User to List
• Action — Unsubscribe User from List

Connector Actions

Action Name	AudienceStream	EventStream
Track Event (Batched)	✗	✓
Upsert User (Batched)	✓	✓
Forget a User in Compliance with GDPR	✓	✓
Send SMS Notification to User	✓	✓
Send an Email to an Email Address	✓	✓
Trigger Workflow	✓	✓
Subscribe a User (AS Only)	✓	✗
Unsubscribe a User (AS Only)	✓	✗
Subscribe User to List	✓	✗
Unsubscribe User from List	✓	✗

Configure Settings

Navigate 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
  You can find your API Key by navigating to Integrations > API Keys in Iterable Connector menu.

Click Done when you are finished configuring the connector.

Action Settings — Parameters and Options

Click Continue to configure the connector actions. Enter in a name for the action and then select the action type from the drop-down menu.

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

Action — Track Event (Batched)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 1000
• Max time since oldest request: 10 minutes
• Max size of requests: 4 MB

Parameters

Parameter	Description
Event Name	(Required). Name of event.
Created At	Time event happened. Set to the time event was received if unspecified. Expects a Unix timestamp. If this field is not mapped, it will be initialized with the current timestamp.
Email	Either Email or User ID must be entered to identify the user. If both are entered, Email takes precedence.
Event ID	If an event exists with the entered ID, the event will be updated. If no Event ID is specified, a new ID will automatically be generated and returned. Note that this ID cannot be longer than 512 bytes.
User ID	User ID that was passed into the updateUser call.
Campaign	Campaign tied to conversion. See Introduction to Campaigns for more information about campaigns.
Project Template	Template ID. See Introduction to Templates for more information about templates.
Data Fields	Additional data associated with the event (Example: item amount or item quantity). For events of the same name, identically named data fields must be of the same type.
Template Variables	Provide template variables as data input (See Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (see: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}}).

Action — Upsert User (Batched)

Batch Limits

This action uses batched requests to support high-volume data transfers to the vendor. Requests are queued until one of the following thresholds is met:

• Max number of requests: 1000
• Max time since oldest request: 10 minutes
• Max size of requests: 4 MB

Parameters

Parameter	Description
Email	An email must be set unless a profile already exists with a user ID set. If a profile already exists, a lookup from the User ID to Email is performed.
Merge Nested Objects	Merge top level objects instead of overwriting (Default: False). For example, if user profile has data: {mySettings:{mobile:true}} and change contact field has data: {mySettings:{email:true}}, the resulting profile: {mySettings:{mobile:true,email:true}}.
Prefer User ID	Create a new user with the specified User ID if the user does not exist yet.
User ID	Typically your database generated ID. Either Email or User ID must be specified.
Data Fields	Data fields to store in the user profile.
Template Variables	Provide template variables as data input (see: Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (See: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}} ).

Action — Forget a User in Compliance with GDPR

Parameters

Parameter	Description
Email	Provide user email if you want to delete the specified user's data from the Iterable project and prevent future data collection about them.

Action — Send SMS Notification to User

Parameters

Parameter	Description
Campaign	Campaign ID. See Introduction to Campaigns for more information about campaigns.
Allow Repeat Marketing Sends	Defaults to True.
Recipient Email	Either Email or User ID must be entered to identify the user. If both are entered, Email takes precedence.
Recipient User ID	User ID that was passed into the updateUser call.
Send At	Schedule the message for up to 365 days in the future. If set in the past, the message is sent immediately. Expected format is 'YYYY-MM-DD HH:MM:SS'. Ensure data is properly formatted. If attribute of the Date type is provided, the connector will convert the value to the appropriate date format, shown above.
Data Fields	Fields to merge into template.
Template Variables	Provide template variables as data input (See: Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (see: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}}).

Action — Send an Email to an Email Address

Parameters

Parameter	Description
Campaign	Campaign ID. See Introduction to Campaigns for more information about campaigns.
Allow Repeat Marketing Sends	Defaults to True.
Recipient Email	Either Email or User ID must be entered to identify the user. If both are entered, Email takes precedence.
Recipient User ID	User ID that was passed into the updateUser call.
Send At	Schedule the message for up to 365 days in the future. If set in the past, the message is sent immediately. Expected format is 'YYYY-MM-DD HH:MM:SS'. Ensure data is properly formatted. If attribute of the Date type is provided, the connector will convert the value to the appropriate date format, shown above.
Data Fields	Fields to merge into email template.
Metadata	Metadata to pass back via webhooks. Not used for rendering.
Template Variables	Provide template variables as data input (See: Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (see: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}}).

Action — Trigger Workflow

Parameters

Parameter	Description
Workflow ID	ID of workflow to trigger. See Introduction to Workflows for more information about workflows.
List	Trigger the workflow for all users in a list.
Email	Trigger workflow for given email address. Trigger only with Email or List.
Data Fields	Additional data associated triggering event.
Template Variables	Provide template variables as data input (See: Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (See: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}}).

Action — Subscribe a User (AS Only)

Parameters

Parameter	Description
Subscription Group	Select Subscription Group.
Subscription Group ID	Provide the ID of the message channel, message type or email list to which you are subscribing the user.
Email	Provide the email address of the user for which you'd like to create a subscription.
User ID	Provide user ID of the user for which you'd like to create a subscription. Either Email or User ID must be specified.

Action — Unsubscribe a User (AS Only)

Parameters

Parameter	Description
Subscription Group	Select Subscription Group.
Subscription Group ID	Provide the ID of the message channel, message type or email list from which you are unsubscribing the user.
Email	Provide the email address of the user from which you are unsubscribing the user.
User ID	Provide user ID of the user from which you are unsubscribing the user. Either Email or User ID must be specified.

Action — Subscribe User to List

Parameters

Parameter	Description
List	Select list to subscribe user to.
Email	An email must be set unless a profile already exists with a user ID set. In which case, a lookup from User ID to Email is performed.
Merge Nested Objects	Merge top level objects instead of overwriting (Default: False). For example, if user profile has data: {mySettings:{mobile:true}} and change contact field has data: {mySettings:{email:true}}, the resulting profile: {mySettings:{mobile:true,email:true}}.
Prefer User ID	Create a new user with the specified user ID if the user does not exist yet.
User ID	Typically your database generated ID. Either Email or User ID must be specified.
Data Fields	Data fields to store in the user profile.
Template Variables	Provide template variables as data input (See: Template Variables Guide). Name nested template variables with the dot notation (Example: items.name). Nested template variables are typically built from data layer list attributes.
Templates	Provide templates to be referenced in Body Data (See: Templates Guide). Templates are injected by name with double curly braces into supported fields (Example: {{SomeTemplateName}}).

Action — Unsubscribe User from List

Parameters

Parameter	Description
List	Select list to unsubscribe user from.
Email	User email.
User ID	Typically your database generated ID. Either Email or User ID must be specified.
Campaign	Attribute unsubscribe to a campaign. See Introduction to Campaigns for more information about campaigns.
Channel Unsubscribe	Unsubscribe email from list's associated channel.