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Integrate with Iterable

In this article, you'll learn how to integrate GrowthLoop with Iterable

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Introduction

GrowthLoop and Iterable are two powerful platforms that, when used together, can help you create, manage, and optimize your campaigns with unparalleled precision. In this guide, we’ll walk you through how they can be used in tandem to enhance your marketing efforts, along with practical use cases and a step-by-step instructions to apply them.

Iterable is a robust marketing orchestration platform that empowers you to create personalized, cross-channel experiences at scale. While Iterable excels at crafting dynamic messages and journeys, it lacks access to trustworthy and comprehensive customer data. This leads to data silos and a fragmented customer view that impacts your ability to engage with customers and drive business results. This is where GrowthLoop steps in. GrowthLoop bridges the gap by connecting the most reliable data source, the Data Warehouse, directly with Iterable via a composable CDP. This enables you to:

  1. Create highly defined audiences based on various data points in your Data Warehouse.
  2. Export these segments directly to Iterable for targeted campaigns.
  3. Share customer segments between GrowthLoop and Iterable to ensure a unified view of the customer for commercial teams.
  4. Orchestrate cohesive, delightful journeys for your customers across email, SMS, push notifications, and paid media.
  5. Measure performance across different customer segments used in Iterable from a central location. With GrowthLoop's integration, marketers can optimize their campaigns with deeper insights and more targeted engagement strategies, driving better results and stronger customer relationships.

GrowthLoop + Iterable Use Cases

Unlocking the power of your Data Warehouse with a composable CDP like GrowthLoop offers numerous ways to enhance customer experiences and marketing results. Here are some popular examples:

Send an Iterable Email Campaign to a GrowthLoop Audience

GrowthLoop's Audience Builder offers marketers an effortless way to create audiences tailored for Iterable campaigns. Unlike solely relying on the limited data within Iterable, GrowthLoop taps into your organization’s complete Data Warehouse, incorporating data science predictions, internal records like coupon assignments, experiment labels, and more. Here's how it works:

  1. Define Audiences: Use GrowthLoop to build precise audience segments based on various data points in your Data Warehouse.
  2. Export to Iterable: Directly export these segments to Iterable as a static list for seamless integration.
  3. Send Campaigns: Utilize Iterable to send targeted email campaigns to these segments, ensuring your messaging reaches the right audience with ease.

Step-by-Step Breakdown

  1. Creating an Audience in GrowthLoop:
    1. Navigate to Audiences:
      1. In the GrowthLoop app, on the left-hand side menu, click on "Audience".
    2. Create a New Audience:
      1. In the top right corner of the Central Audience Hub, click on "New Audience".
    3. Define Your Audience Criteria:
      1. Give your audience a descriptive name.
      2. Utilize the builder to define your audience criteria. You can add filters based on various data points from your connected data sources.
      3. Example: Target users who have made a purchase in the last 3 months and live in California.
    4. Refine Your Audience (Optional):
      1. Use the "Breakdown Report" section to see a breakdown of your audience based on specific attributes.
      2. Utilize "Comparisons" to compare your current audience with existing ones and potentially exclude overlapping segments.
  2. Exporting an Audience to Iterable:
    1. Save and Export:
      1. Once you're satisfied with your audience definition, click "Save" in the top right corner.
      2. After saving, an "Export Audience" button will appear. Click this button.
    2. Choose Export Destination:
      1. Select "Iterable" as the export destination
      2. Select the additional fields you would like to include in the export under “Personalization Fields.”
    3. Export Confirmation:
      1. Click "Export" to confirm and send your audience segment to Iterable. A static list will be created using the name of the audience.
  3. Sending a Email Campaign in Iterable:
    1. Create a Campaign:
      1. Click on the "Messaging" tab and select "New Campaign" to initiate a new campaign creation process.
    2. Choose Campaign Type:
      1. Select "Email" as the campaign type to create an email campaign.
    3. Define Campaign Details:
      1. Fill in the campaign name, label, and type. Choose whether to send a blast or a triggered campaign.
    4. Select Audience:
      1. In the "Audience" section, click “Select Lists” and choose the static list, containing the GrowthLoop audience.
    5. Design Email Content
      1. Proceed to the "Content" section to design the email content for your campaign. Use Iterable's built-in email editor to create visually appealing and engaging email content.
    6. Preview and Test
      1. Before sending the campaign, preview and test the email to ensure it appears correctly and functions as intended across different devices and email clients.
    7. Schedule or Send:
      1. Schedule your email campaign for a later date or send it immediately. To turn your one-off emails into ongoing campaigns, define a recurring export frequency in GrowthLoop. Options include "Daily," "Weekly," or a custom schedule based on your needs. This ensures your targeted audience segment is continuously updated in Iterable, capturing new records that meet your criteria.

Run an Iterable Journey to a GrowthLoop Audience

You can use GrowthLoop audiences to trigger personalized journeys in Iterable. Here's how:

  1. Create an Audience: Use GrowthLoop to define your target audience based on data from your Data Warehouse.
  2. Export the Audience: Export this audience as a static list to Iterable.
  3. Set Up Journey: In Iterable, use this static list as the entry source in Journey Builder.
  4. Launch Journey: Start the journey to engage your audience through channels like email, SMS, and push notifications.

Step-by-Step Breakdown

  1. Creating an Audience in GrowthLoop:
    1. Create a GrowthLoop Audience.
  2. Exporting an Audience to Iterable:
    1. Export the GrowthLoop Audience as a static list to Iterable.
  3. Create an Iterable Journey and target your GrowthLoop Audience:
    1. Open Journey Builder:
      1. Navigate to the "Journey" tab on the main navigation menu.
      2. Click on "Create Journey" to start building a new journey.
    2. Name and Configure Your Journey:
      1. Provide a name and description for your journey to help you identify it later.
    3. Select Entry Source:
      1. Choose "Subscribe to List" as the entry source for your journey.
      2. From the dropdown menu, select the static list you created or imported earlier.
    4. Define Journey Steps:
      1. Add steps to your journey based on how you want to engage with your audience. Here are some common steps:
        1. Send Email: Drag and drop the "Send Email" action into your journey canvas. Configure the email content and settings.
        2. Send SMS: Drag and drop the "Send SMS" action. Configure the SMS content and settings.
        3. Push Notification: Drag and drop the "Push Notification" action. Configure the notification content and settings.
        4. Wait Time: Use the "Wait" action to set delays between actions.
    5. Set Conditions and Triggers:
      1. Use conditions and triggers to personalize the journey based on subscriber interactions. For example:
        1. Condition Split: Add a condition split to branch the journey based on user behavior (e.g., email opened, link clicked).
        2. Trigger: Use triggers to initiate actions based on real-time events (e.g., product purchase, form submission).
    6. Activate the Journey:
      1. Once you are satisfied with the setup, click on the "Activate" button to start the journey.
      2. Congratulations! You've successfully executed an Iterable Journey to a GrowthLoop audience. If you choose to set the audience as a recurring export in GrowthLoop, contacts will be added to the static list and will continue to enter the journey on an ongoing basis.

Include User Attributes in Your Iterable Campaigns via Syncs

Personalizing your campaigns is key to capturing attention and driving engagement. When you customize messages based on individual preferences, customers are more likely to engage, make purchases, and stay loyal. Thanks to GrowthLoop, you can easily achieve that by bringing in user attributes from your Data Warehouse to Iterable with Syncs, helping you create highly targeted and successful marketing campaigns. Here's how:

  1. Create Your Sync in GrowthLoop: Build a sync that routes user attributes from your Data Warehouse to existing profiles in Iterable.
  2. Craft Your Email in Iterable: Design your email and include user attributes as personalization strings with handlebars such as: {{fieldName}}.
  3. Schedule or Send: Schedule your personalized email campaign or send it immediately.

Step-by-Step Breakdown

  1. Creating a Sync in GrowthLoop:
    1. Click here to see an in-depth guide on how to set up Syncs from your Data Warehouse to Iterable.
  2. Leveraging User Attributes in Iterable Campaigns:
    1. Create a Campaign:
      1. Click on the "Messaging" tab and select "New Campaign" to initiate a new campaign creation process.
    2. Choose Campaign Type:
      1. Select "Email" as the campaign type to create an email campaign.
    3. Define Campaign Details:
      1. Fill in the campaign name, label, and type. Choose whether to send a blast or a triggered campaign.
    4. Select Audience:
      1. In the "Audience" section, click “Select Lists” and choose the static list, containing records you’ve updated with new attributes from the Data Warehouse.
    5. Design Email Content
      1. Proceed to the "Content" section to design the email content for your campaign. Use Iterable's built-in email editor to create visually appealing and engaging email content.
    6. Insert Personalization Strings:
      1. Enclose the name of your desired event or user profile field in double curly braces like this: {{fieldName}}.
      2. Iterable will automatically replace these placeholders with the corresponding data from each user’s profile in the email template.
    7. Schedule or Send:
      1. Schedule your email campaign for a later date or send it immediately.

Include Custom & Standard Events in Your Iterable Campaigns via Syncs

Events, like user attributes, are essential for creating targeted and successful marketing campaigns. Events track actions users take, such as visiting a product page, clicking an email, or downloading an app. These actions map a user's journey and are vital for crafting personalized customer experiences. Here’s how to use these events as personalization fields in your email templates:

  1. Create Your Sync in GrowthLoop: Build a sync that routes events from your Data Warehouse to existing profiles in Iterable.
  2. Craft Your Email in Iterable: Design your email and include events as personalization strings with handlebars such as: {{storeOrder}}.
  3. Schedule or Send: Schedule your personalized email campaign or send it immediately.

Step-by-Step Breakdown

  1. Creating a Sync in GrowthLoop:
    1. Click here to see an in-depth guide on how to set up Syncs from your Data Warehouse to Iterable.
  2. Leveraging custom and standard events in Iterable Campaigns:
    1. Create a Campaign:
      1. Click on the "Messaging" tab and select "New Campaign" to initiate a new campaign creation process.
    2. Choose Campaign Type:
      1. Select "Email" as the campaign type to create an email campaign.
    3. Define Campaign Details:
      1. Fill in the campaign name, label, and type. Choose whether to send a blast or a triggered campaign.
    4. Select Audience:
      1. In the "Audience" section, click “Select Lists” and choose the static list, containing records you’ve updated with events from the Data Warehouse.
    5. Design Email Content
      1. Proceed to the "Content" section to design the email content for your campaign. Use Iterable's built-in email editor to create visually appealing and engaging email content.
    6. Insert Personalization Strings:
      1. Enclose the name of your desired event or user profile field in double curly braces like this: {{storeOrder}}.
      2. Iterable will automatically replace these placeholders with the corresponding data from each user’s profile in the email template.
    7. Schedule or Send:
      1. Schedule your email campaign for a later date or send it immediately.

Send Communications with Iterable from GrowthLoop Journeys

GrowthLoop Journeys automates personalized customer journeys across channels from your Data Warehouse. Using GrowthLoop's Journey Builder, marketers can orchestrate journeys across 100+ destinations alongside Iterable, access organizational data, use data science predictions, and gain visibility for analysis. Here's how to create a basic journey to export new customers for onboarding emails:

  1. Create an Audience: Define your target audience in GrowthLoop using various data points, such as new customer acquisitions.
  2. Build the Journey: In GrowthLoop, navigate to the Journeys section and create a new journey.
  3. Configure and Export: Set the journey's entry audience to newly acquired customers, add a Destination Node, and configure it to export the audience to Iterable as a static list.
  4. Send Onboarding Emails: In Iterable, use the static list as the audience for your onboarding email campaign. Design and send personalized welcome emails to engage your new customers.

Before we walk through how this setup works, there are several key benefits to having your journeys live in a Composable CDP.

Why use GrowthLoop Journeys to Send Messages alongside Iterable

  • Unified Marketing Channels: Craft journeys across many different marketing channels, not just what Iterable supports today. This lets you reach your audience in all the places they hang out online.
  • Data-Driven Decisions: Use all your company's data, like surveys, purchase history, and even predictions from your data scientists, to personalize each step of your journey. This ensures your messages are relevant and timely.
  • Enhanced Collaboration: Data teams can see exactly what journeys are running and how users interact with them. This allows for better collaboration between marketing and data teams for optimal campaign performance.
  • Global Flexibility: Different regions can use their preferred marketing tools, while still leveraging the same journey builder in GrowthLoop. This provides flexibility without sacrificing consistency.
  • Avoid Vendor Lock-in: You're not locked into a single marketing tool. GrowthLoop lets you easily switch marketing tools if needed, and you always own your data.

Step-by-Step Breakdown

  1. Define Your Target Audience in GrowthLoop:
    1. Create a GrowthLoop Audience with new customers.
  2. Build Your GrowthLoop Journey:
    1. Navigate to Journeys:
      1. In GrowthLoop, find the "Journeys" section.
    2. Create a New Journey:
      1. Select "New Journey" to start.
    3. Define the Journey:
      1. Set journey settings and save.
      2. Select an entry audience of new customers from the last seven days.
      3. Add a Destination Node for Iterable and configure export settings.
    4. Publish the Journey:
      1. Publish the journey to start immediately or schedule it.
  3. Sending an Onboarding Email to the GrowthLoop Audience in Iterable:
    1. Create a Campaign:
      1. Click on the "Messaging" tab and select "New Campaign" to initiate a new campaign creation process.
    2. Choose Campaign Type:
      1. Select "Email" as the campaign type to create an email campaign.
    3. Define Campaign Details:
      1. Fill in the campaign name, label, and type. Choose whether to send a blast or a triggered campaign.
    4. Select Audience:
      1. In the "Audience" section, click “Select Lists” and choose the static list, containing the GrowthLoop audience.
    5. Design Email Content
      1. Proceed to the "Content" section to design the email content for your campaign. Use Iterable's built-in email editor to create visually appealing and engaging email content.
    6. Schedule or Send:
      1. Schedule your email campaign for a later date or send it immediately. To turn your one-off emails into ongoing campaigns, define a recurring export frequency in GrowthLoop. Options include "Daily," "Weekly," or a custom schedule based on your needs. This ensures your targeted audience segment is continuously updated in Iterable, capturing new records that meet your criteria.

Ingest Iterable Data to Your Data Warehouse & GrowthLoop

Understanding how customers engage with your marketing campaigns across different channels is essential for refining your strategy and enhancing targeting. That's why having all your performance data available in the Data Warehouse for use in GrowthLoop audiences and journeys is invaluable. Now, with just a few clicks, you can seamlessly integrate your Iterable data into your Data Warehouse using the GrowthLoop Easy Button. Here’s how:

Step-by-Step Breakdown

  1. Ingesting Iterable Interaction Data with Easy Button:

    1. In GrowthLoop, click on Ingest in the left-hand menu.
    2. Select "Add Source" in the upper right.
    3. Select "Iterable."
    4. Provide your credentials to access data in Iterable.
    5. GrowthLoop will verify these credentials will work to begin pulling data.
    6. Once set up, GrowthLoop will begin syncing data from Iterable to your Data Warehouse.

  2. Using your Iterable Data in GrowthLoop Audiences:

    1. In GrowthLoop, click on "Datasets" in the left-hand menu.
    2. Select "Add Dataset."
    3. Select the Iterable table you'd like to utilize when building an audience.
    4. In Dataset Configuration, select the table's unique ID.
    5. Save Dataset.
    6. On the "Datasets" page, select the "Dataset Groups" tab.
    7. Select the "Dataset Group" you would like to add your Iterable dataset to use in audience and journey building.
    8. Define the join key between the "Dataset" and the "Primary Dataset" in the Dataset Group.
    9. Click “Save.”
    10. Select "Audiences" in the left-hand menu
    11. Select "New Audience"
    12. Select the Dataset Group you just added to your Iterable Dataset to begin building your audience.
    13. You can now see you can leverage your Iterable Dataset in building your audience in GrowthLoop and export to any paid media, crm, or marketing channel. You can use your Iterable dataset to design audiences that:
      1. Haven't interacted with email in the past 90 days
      2. Opened a specific email more than once.
      3. Interacted with a Content Card about a new product in your app.

    How to use your Iterable Data in GrowthLoop Journeys

    1. Follow Steps i-xiii in the section above.
    2. From GrowthLoop Home, select "Journeys" in the left-hand menu.
    3. Select "New Journey."
    4. Insert your Journey Settings and click “Save.”
    5. Drag a Criteria Node out onto the Journey Canvas.
    6. Select “Settings” on the Criteria Node Menu.
    7. Add your Iterable dataset to the Criteria Node to use it as a criterion in your journey. For example, you can target:
      1. Users in the journey who opened the email sent in the previous step
      2. Users in the journey who haven't opened an email in 90 days, and send them to Facebook Ads.

GrowthLoop was built to integrate seamlessly with Iterable. We have many customers leveraging GrowthLoop audiences, syncs and journeys to get the best out of Iterable for their teams. If you are curious to learn more contact [email protected].

Updated 6 months ago