Iterable

Setup instructions

Enabling account access

1. Log in to your Iterable account. In the top navigation, mouse over Integrations and click on API Keys.

   

2. Click the New API Key button.
3. In the modal window, give your API a name and set Type as Server-side. And click Create to generate the API Key.
4. Copy the API Key shown

Finishing up in Blocks Edit

1. In Blocks Edit, next to your organization at the top, click the integrations icon (). Note: You’ll see the integration option only if you are an admin or owner on the account.
2. Click the Add button next to Iterable.
3. Here you’ll just need to add in your Iterable API Key.
4. Click Save to save your credentials.

Using its features

Once the integration is in place, you can use the Iterable specific features with your template. Here’s what you can do:

Template access settings

You will need to enable your integration for each template that you want to allow using as a source for exporting your emails. You can do this in the dashboard by clicking on the preferences icon () on the right side of a template title.

You can also set default values for From Name, From Email, and Reply Email.

Note: you will need to be an admin or owner on the account to have access to these settings.

Exporting your emails to Iterable

When you’re ready to export your email, you will be able to choose Iterable as a source to transfer your HTML.

You will need to set From Name, From Email, and Reply Email values. The From Email needs to be on the approved senders list in Iterable. Select the Message Type. Unless you select Transactional, your email's content must contain a link that uses an Iterable unsubscribe token. And Subject is required as well.

Transferring will create a template for your email in your Iterable account. You can export your template from Blocks Edit multiple times and the same template will get updated. If you export with an incorrect sender email, you may see an empty template added to your Iterable templates.

To use the template in Iterable, you can select it when you create your email campaign.