Iterable Questions & Answers

To create a custom event in Iterable, follow the steps given below:

• Open your Iterable account
• Navigate to Settings and go to Data Schema Management
• In the custom events section, Press Define New Event
• Input a name for the event in the Event name field
• Choose a Retention Period to decide how long Iterable keeps the event before it's automatically deleted
• Press on Create Event.

To add members to an organization in Iterable, follow the steps given below:

• Open your Iterable account
• Navigate to Settings and go to Organization Members
• Press New Member
• In the form, enter the required credentials
• Choose an organization role, either admin or member.

To add a Widget in Iterable, follow the steps given below:

• Go to Insights and click on Dashboard
• Press Add Widget
• Choose a type of widget that you wish to add.

To create a new campaign in Iterable, follow the steps given below:

• Navigate to Messaging and choose Campaigns
• Press New campaign and select a message medium
• Give a name to the campaign and include labels for organization
• Set up a destination, or a group of websites and applications, to receive push and in-app campaigns.

To manage Journeys in Iterable, follow the steps given below:

• Open your Iterable account
• Navigate to Messaging
• Click on the ‘Journey’ icon
• You will now be able to manage your journeys by creating, archiving, turning journeys on and off and copying existing journeys.

To create a new role in Iterable, follow the steps given below:

• Open your Iterable account
• Press New Role
• Input a name for the new role
• Press Create Role
• Select the permissions as you wish
• Press Save role.

To create a list in Iterable, follow the steps given below:

• Navigate to Audience and go to Lists
• Press Import List
• Give a name to your list
• Input a description if you wish
• Select the kind of list you wish to create.

To create a segmentation query in Iterable, follow the steps given below:

• Navigate to Audience and click on Segmentation
• Decide how many criteria users must meet
• Choose the elements that make users qualified for the segment
• For each user element or event field, choose a comparator.

To create a new smart Ingest sync in Iterable, follow the steps given below:

• Open your Iterable account
• Open the project you are working on. Make sure you have the Manage Integrations project access
• Navigate to Integrations and click Smart Ingest
• Search for the connected source that you wish to create a sync for
• Press New Sync
• A sync builder will now open, you can now start by making a data model.

To create a push notification template in Iterable, follow the steps given below:

• Open Your Iterable account
• Navigate to Content and go to Templates
• Press New template and choose Push
• Rename the template. You can use a maximum of 150 characters for this field
• Press Create template.