Connect Iterable

With the Iterable integration, everyone who signs up is created or updated as a user in Iterable, identified by their email address, and subscribed to the Iterable list you choose.

What you need

• An Iterable project that uses email as the user identifier, and a user with permission to manage API keys (usually an org admin or project admin).
• To know whether your Iterable project is in the US or the EU data center.

Step 1: Create an API key in Iterable

1. In Iterable, go to Integrations > API Keys.
2. Click New API Key.
3. Name it, for example "Scratcher", and choose the type Standard (server-side).
4. Click to create the key, and copy it. Iterable only shows the whole key once.

What the key is used for

A standard (server-side) key can do what Scratcher needs:

• read your lists and user fields, so you can choose them in the campaign;
• create and update users;
• subscribe users to lists.

Don't use a JavaScript, mobile or read-only key: they can't add users from a server.

Step 2: Connect Iterable to Scratcher

1. In Scratcher, go to Settings > Integrations and click Iterable.
2. Choose the data center (US or EU), and paste the API key.
3. Click Install integration. Scratcher checks that it can read your lists.

Step 3: Turn it on in a campaign

1. In the editor, go to Connect > Integrations > Iterable and click Activate.
2. If you have connected more than one project, choose it under Select account.
3. Under External list, choose the Iterable list. Only static lists can be chosen.
4. Under Field mappings, click Add field mapping and match each Scratcher field to an Iterable user field, for example "Lead - First name" to firstName.
5. Under Filter by permissions (optional), choose your marketing consent checkbox.
6. Click Save, and then Test.

Field mapping

• The email address is always sent and identifies the user. You don't need to map it.
• The Destination field list shows the user fields in your project. If a field doesn't exist yet, create it in Iterable first, so it gets the right type.
• For phone numbers, use Format with + and country code, which Iterable expects for SMS.

Consent

Being on a list doesn't subscribe people to your message types by itself: Iterable uses its own subscription settings for that. Only send people who said yes, by choosing your marketing checkbox under Filter by permissions (optional). You can also map a consent's Accepted and Date fields to user fields, so you have proof of consent in Iterable.

What is sent and when

New sign-ups are sent within a minute or two, and the campaign's existing leads are sent when you activate it. When someone takes part again, the user is updated. Use the list as the start of a journey in Iterable to send a welcome message. Every delivery shows under Settings > Integrations > Delivery status.

Troubleshooting

• "All or some of the fields are invalid..." when installing: the key is wrong or not a standard key, or you chose the wrong data center.
• A field is rejected: the value doesn't fit the type of the user field in Iterable, for example text in a date field. Check the mapping.
• The list is missing: dynamic lists can't receive users. Create a static list in Iterable.