Iterable Destination


When you enable the Iterable destination from the Segment app, your data starts flowing into Iterable, where it can trigger workflows and make data available for analytics. You can find your Iterable API key by going to Destinations → API Keys inside the Iterable app.

Use Cases


Identify

When you call identify with one of Segment’s sources, Segment calls Iterable’s update user endpoint, to add data for that particular user. You can also call identify to update user fields.

Iterable keys users by email or a user ID. This user ID will be the Segment userId if sent. To use a Segment userId for identify calls, first call identify with both a userId and email. Iterable won’t accept the request and throws an error if you fail to send one of either the userId or email.

Track

When you call track with one of Segment’s sources, Segment calls Iterable’s track API endpoint, and send over the event properties as the data fields in the request. The name of the track event appears as a Custom Event in Iterable, and will be available to trigger workflows, segment users, and view analytics.

If a user does not already exist in Iterable, calling track for a user event will add that user into the system. You can track with either an email or userId (if a userId exists for that email).

Example steps:

First track event with userId and email; user will be created

Subsequent track with userId

Ecommerce

Iterable also supports Segment’s ecommerce events. This works just as you would expect, using the track method.

There is one important difference from the Segment documentation. If you are using the Product Added / Product Removed events, you must also pass along the “products” field with the cart info, just like Segment’s example for the Order Completed event. You must include all required fields for the Purchase events in Iterable, which includes the total value of the purchase with the property: total. This value works best as a float, double, and possibly an integer. An example might look like this:

analytics.track("Order Completed", {
  total: 100.00
});

Page

Calling page to track pageviews registers as a custom event in Iterable. If you have a page called “shoppingCart” the custom event is be called “shoppingCart page” in Iterable.

If a user does not already exist in Iterable, calling page for a user event adds that user to the system. Be sure to pass in the email the first time you call page for a user, since Iterable identifies users by email. After the first time, you can call page with userId.

Example steps:

Call page with userId and email; if with email and the email doesn’t exist, the user will be created.

Sending Email Data from Iterable

Iterable supports sending email events to other tools on the Segment platform. These events are sent as track calls to the other destinations you enabled.

To enable this feature, go to Destinations, Third Party, and select Segment in the Add Destinations button. Then, enter your API key.

Send email events from Iterable

Sending Push Notification Data from Iterable

Iterable supports sending push notification events to Segment. These events are sent as track calls to the other destinations you’ve turned on. Push events are automatically enabled once the Email Source is enabled.

They support the following events: Push Delivered, Push Bounced, Mobile App Uninstalled, Push Opened

Using Iterable with Personas

Iterable is a marketing platform that can accept Personas information. You can send Iterable the computed traits and audiences you create in Personas, so you can use the data to power email, push and SMS campaigns.

Note: You must have access to Personas as part of your Segment plan to use this destination. Contact our sales team to try this out.

You can set a “lookback window” for both computed traits and audiences, which limits the period of time in which data is considered when calculating the trait or audience. For example, you might set a lookback window of 7 days on an audience or trait like new_users_7_days, but you would not add a lookback window to a trait that isn’t time-bounded, for example lifetime_value .

When you specify a lookback window, Personas updates the audience or trait hourly. If you do not specify a lookback window, Personas continuously updates both computed traits and audiences in real time.

Using Computed Traits with Iterable

You can send Computed Traits created in Personas as identify calls to create user properties in Iterable.

From the Iterable UI, you can check a specific user profile for Computed Traits by going to Audience → Contact Lookup. Personas only updates user profiles that contain an email or userId.

Computed traits without a lookback window search across all historical events and update in real time.

Computed traits with a lookback window only search across events that occurred within the specified timeframe. Computed traits with a lookback window are updated hourly.

Using Audiences with Iterable

You can send Personas Audiences to Iterable as identify or track calls. You can choose the type of call to send when you add Iterable as a destination for an audience. Personas only sends updates to Iterable for users who have a known email or userId.

Audiences using Identify Calls

When you send Audiences as identify calls, Personas adds a trait matching the name of the audience to the user’s profile, with a boolean value to indicate if the user is in the audience. For example, when a user first completes an order in the last 30 days, Personas sends an identify call with the property order_completed_last_30days: true. When the user no longer satisfies these criteria (for example when their last purchase was more than 30 days ago) Personas sets that value to false.

You can check a specific user profile for Audience membership in the Iterable UI by going to Audience → Contact Lookup.

When you first create an audience, Personas sends an identify call for every user in the audience. Later syncs only send updates for users who were added or removed from the audience since the last sync.

Audiences using Track Calls

When you use track calls, Segment sends an Audience Entered event when the user enters the audience, with the audience name as a property of the event. When the user exists the audience, Personas sends an Audience Exited event with the same property.

You can check a specific user profile for an Audience event in the Iterable UI by going to Audience → Contact Lookup→ Event History tab.

Audiences without a lookback window search across all historical events, and update in real time.

Audiences with a lookback window only searches across events that occurred within the specified timeframe. Audiences with a lookback window are updated hourly.

Setting Up Personas and Iterable

To send computed traits or audiences to Iterable, you first must connect it to your Personas space. Once it’s set up, you can select Iterable as a destination for Personas data when you create computed traits or audiences.

  1. Navigate to the Destinations tab in your Personas space.
  2. Search for Iterable and add the destination to your Personas space.
  3. On the set up screen, enter in your API Key for the Iterable.

Iterable Personas Quick Info

  • Personas Destination type: Event Method (data is delivered to this Destination one-by-one on a realtime basis)
  • Traits and Audiences created by:You can add traits and audiences as user properties using identify calls. You can send audiences as Audience Entered or Audience Exited track calls with the audience name as an event property.
  • Must create audience_name field before Personas can update those values?: No. If you send the audience as an identify call, Personas automatically creates the computed trait or audience name as a user property.
  • Audience appears as: Computed traits appears as a lower case user property with the spaces converted to underscores. When you send Audiences as an identify call, Personas creates a lower case boolean user property using the audience name with spaces converted to underscores. When you send Audiences as a track call, Personas sends Audience Entered and Audience Exited events, with the audience name as an event property.
  • Destination rate limit: If sending traits and audiences as identify calls, 500 requests/second, per project. If sending audiences as track calls, 2000 requests/second, per project.
  • Lookback window allowed: Unlimited
  • Identifiers required : userId or email
  • Identifiers accepted : userId and email
  • Client or Server-Side Connection: Server-side

Iterable Personas FAQs

What happens if I delete an audience or trait in Segment?

When you delete an audience or trait in Segment it is not deleted from Iterable. You cannot delete properties in Iterable, but you can hide them from the Iterable UI by going to your Iterable project settings.

If a user has multiple email addresses as external ids in Segment, what happens when they enter an audience or have a computed trait?

Segment sends an identify or track call for each email address on the user’s account. For example, if a user has three email addresses, this creates three separate users in Iterable.

Supported Sources and Connection Modes

The first step is to make sure Iterable supports the source type and connection mode you’ve chosen to implement. You can learn more about what dictates the connection modes we support here.

Web Mobile Server
📱 Device-mode
☁️ Cloud-mode

To learn more about about Connection Modes and what dictates which we support, see here.

Segment offers an optional Device-based Connection Mode for Mobile data going to Iterable, so that you can use Iterable features that collect data directly from the mobile device. To do this, you must package the Segment-Iterable mobile SDK with the Segment mobile SDK.

Settings

Segment lets you change these destination settings from your Segment dashboard without having to touch any code.

API Key

You can find your iterable API key under your “API Configuration Settings”. It should look something like this: 42f187310705012194bd0bd694905664ae.

Map All Pages to Single Event Name

When sending a page or screen event, always use the same Iterable “Event Type”. The other page-related settings, i.e. “Track All/Categorized/Named Pages”, are still relevant – they determine whether an event will be sent to Iterable at all.

Pages will be sent as “Loaded a Page”. Screens will be sent as “Loaded a Screen”.

Track All Pages

Send an event for every page or screen event.

Track Categorized Pages

Send an event for every page or screen with a category.

Track Named Pages

Send an event for every page or screen with a name.

This page was last modified: 09 Apr 2020

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