Iterable

Start by connecting your data sources to Iterable: product catalog, CRM, analytics, and your warehouse. Map profile fields, events (sign-ups, purchases, app installs), and consent states. Build core audiences with behavioral filters and predictive scores—e.g., high intent visitors who viewed a product twice in 7 days. Set channel preferences and frequency caps per user so messages route to the best touchpoint automatically. Before launching, run seed tests, preview messages with live profile data, and validate links, deep links, and tracking parameters.

Design lifecycle journeys for each moment. Create an onboarding flow that begins with welcome email, follows with an SMS reminder if unopened, and nudges with a push notification when the app is installed. Add branching for VIPs, first-time buyers, and lapsed users. Use AI to select subject lines, recommend send times, and choose the channel most likely to convert for each person. Drop in dynamic content blocks that reference your catalog to show current price, inventory, and location-based availability. Set drip cadences with pause rules during support tickets or open carts. Layer in multivariate tests on copy, timing, and channel mix, and include a holdout group to measure true lift.

For lead capture and nurturing, spin up a landing page from the library, embed a progressive form, and score submissions based on source, engagement, and firmographics. Route high-scoring leads to sales via webhook while everyone else enters a nurture series. Track website behavior to trigger tailored follow-ups—viewed pricing, downloaded a guide, or abandoned a cart—and enrich segments in real time. Use campaign dashboards to connect touchpoints to revenue, monitor CAC-to-LTV ratios, and attribute conversions across email, SMS, push, and in‑app. Investigate cohorts by acquisition channel and optimize spend by focusing on journeys with the highest incremental impact.

Operationalize your team’s workflow with reusable templates, role-based approvals, and version history. Automate compliance with centralized consent storage, TCPA/GDPR tools, and per-channel opt-down options. Personalize mobile experiences using rich push, in‑app modals, and deep links to specific screens. Safeguard deliverability by authenticating domains (SPF, DKIM, DMARC), warming IPs, registering SMS senders, and rotating content intelligently. Integrate via APIs, webhooks, and reverse ETL to sync events and outcomes back to your stack. Set alerts for anomalies—like a sudden bounce spike—and establish a weekly review ritual: compare test winners, update segments, refresh content feeds, and roll successful variants into your master templates.