Iterable Integration

You can send all donation data directly to your Iterable account with our direct integration. Below we will walk you through how to get this set up.

Before you get started you will need your Iterable API key.

1. Log into your Iterable account

2. Click Integrations in the left menu

3. Click API keys

4. Click Create new API key

5. Select the Standard API type

6. Click Create

7. Copy the API key

Since Iterable is a separate platform, refer to their help docs if you are having issues

Setting up Iterable in WinRed:

1. In your account, head to the Utilities dropdown at the top of your screen

2. Choose Integrations from the menu

3. Click the green + button

4. Select Iterable from the list of available integrations

5. Enter the API key you copied from your Iterable account

6. Enter the List ID of any custom subscriber lists you would like to add your donors or petition signers to. This is optional

7. To pass any extra data to your Iterable account, you can add custom 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.

8. Toggle the integration to active

9. Click save
   
   You can view all available fields to send from WinRed to Iterable here

Sending 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 will need to use an Iterable Workflow. Here's a quick guide on how to do that.

Step 1: Create a Workflow

Set the workflow trigger to "Triggered Custom Event." Add petition.signed in the box beneath it.

Step 2: 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 whats 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.

Let's say I want to write the petition info in my first name field that I 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 refer to their help docs for any further help as they are always updating their platform.