Iterable

Start in Iterable by mapping actions to outcomes. Connect your site, app, and CRM so sign-ups, purchases, and content views flow in near real time. In the visual journey builder, sketch an onboarding map: choose a trigger (account created, first session, first order), define the audience with precise filters, and place steps across email, push, SMS, and in-app. Add decision splits for behaviors like opens, clicks, or screen views. Personalize with profile fields, event properties, and catalog-driven content. Use AI to draft subject lines, preheaders, and mobile snippets, then generate variations for different segments. Set channel priorities, quiet hours, and time zones; include fallbacks for users who haven’t opted into a channel. Launch with a seed list and test devices, verify links, and watch the live journey visualization to confirm events, throttles, and handoffs behave as intended.

Optimize before you scale. Configure experiments with multivariate tests that compare designs, calls-to-action, recommendations, and send times. Keep a control group to measure incremental lift. Build dashboards that track activation rate, conversion, revenue per user, and churn risk. Tie spend to performance with attribution windows and ROI tracking, breaking out cohorts by source, device, and lifecycle stage. Add web visitor analytics to capture browse and abandon signals—even from anonymous traffic—and trigger messages once identity is known. Feed product or content catalogs to dynamic blocks so each person sees relevant items. Set anomaly alerts for delivery, click, or revenue dips so you can pause a step and fix issues fast.

If your funnel depends on leads, create a score that combines engagement (form fills, pricing page visits, replies) with fit (industry, size). When a lead crosses a threshold, auto-route to sales via your CRM and drop the contact into a shorter, intent-focused sequence. Run parallel nurture tracks for cold, warm, and late-stage evaluators with progressively deeper content. Spin up landing pages for webinars, trials, and guides; pass UTM parameters to campaigns for clean reporting. Collect consent and preferences at each touchpoint to govern frequency and channel choice. Let AI propose message angles and CTAs, then lock brand tone using reusable content blocks. Templatize the highest-performing sequences so new teammates can launch without reinventing the wheel.

For retention and service messaging, schedule replenishment reminders based on last purchase and typical usage; layer in cart, browse, and price-drop automations. On mobile, pair push with in-app tips to accelerate feature discovery; use geofenced nudges only with clear value and opt-in. Add SMS for time-sensitive items like delivery updates or appointment reminders; manage keywords, shortcodes, and compliant opt-outs. Protect deliverability by warming domains, monitoring engagement, and suppressing risky contacts. Build a preference center that gives customers control over topics and cadence. Short on time or staff? Engage Iterable’s services team to audit journeys, migrate templates, and stand up complex programs on a deadline.