Iterable is a marketing platform that allows campaigns to optimize and measure every customer interaction through marketing automation.
You can send all donation data directly to your Iterable account with WinRed's direct integration. Below we will walk you through how to get this set up.
Table of Contents
Set up the Integration in Iterable
Before you get started, you will need your Iterable API key.
To find this, log into your Iterable account and click on Integrations in the left-hand menu. Once there, select the API key and then Create a new API key.
Select the Standard API type and hit Create. From here, copy that key and head over to WinRed.
Since Iterable is a separate platform, refer to their help docs if you are having issues.
Set up Iterable in WinRed
In your WinRed account, navigate to the Utilities tab and then the Integrations sub-tab.
Click on the green Add Integration button and select Iterable from the menu. Then name the integration and add any notes here.
Next, you will enter the API key you copied from your Iterable account and the List ID/Lead List ID of any custom subscriber lists you would like to add your donors or petition signers. This optional field is not required to set up the integration.
To pass any extra data to your Iterable account, you can add Custom Purchase Fields, Custom Subscriber Fields, and Lead/Petition Fields to the integration.
Select the green + button to add a new custom field. Enter a name for the field as you want it to appear in Iterable. Select the custom field from the list of available WinRed fields in the dropdown.
Toggle the integration to active, then click save.
You can view all available fields to send from WinRed to Iterable here.
Send Lead Data to Iterable
When passing WinRed data to your Iterable account, it's important to note that Iterable doesn’t automatically append petition page submissions to the user’s profile.
Instead, Iterable creates a custom event. To add this to a user profile, you must use an Iterable Workflow. Here's a quick guide on how to do that.
Create a Workflow
Set the workflow trigger to Triggered Custom Event. Add petition.signed in the box beneath it.
Create a "Perform Action" Node
Add a Perform Action node to the workflow. Head into the node and select Change Contact Field from the drop-down menu. Next, add the code to match WinRed fields to Iterable fields.
Here's an example of what it should look like.
Green text fields are what's coming in from WinRed. You can find the exact names in the custom event itself.
Blue text fields are where you want to store that data on the user's profile.
To write the petition info in the first name field that was created as “FirstName”, the code would be {“FirstName”:”{{first_name}}”}.
You’ll need to separate each field with commas and make sure that a set of {} append each end of the code. An example would be:
{“FirstName”:”{{first_name}}”,”LastName”:”{{last_name}}”,”PhoneNumber”:”{{number}}”}
Because Iterable is a separate platform, please take a look at their help docs for any further help, as they are always updating their platform.
Questions? Our team is happy to assist! Feel free to reach out by clicking the red chat box at the bottom right-hand corner of your screen.