Iterable Integration

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.

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. Select the API key and then Create a new API key.
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Select the Standard API type and hit Create. From here, copy that key and head over to WinRed.

Head to the Utilities tab and then the Integrations subtab, select the green Add Integration button and click Iterable.

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Click on the green Add Integration button and select Iterable from the menu. Name the integration and add any notes here.

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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.
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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.
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​You can view all available fields to send from WinRed to Iterable here.

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.
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Instead, Iterable creates a custom event. To add this to a user profile, you must use Iterable Journeys. Here's a quick guide on how to do that.

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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.