Iterable

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Cross-channel journeys with separate waiting rules and journey-wide exits

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Ask SI about Iterable

Answers use saved listing facts and recorded sources.

What it does

Iterable brings audiences, campaigns, customer journeys and personalized messages together across email and other channels. Behavioral, product and engagement data determine which messages a customer receives. Access starts with a sales discussion and pricing estimate, while team members need an account in the organization's projects.

For an onboarding journey that waits for a purchase, distinguish the waiting tile from the journey's exit rule. Iterable's Hold Until tile reacts to events or profile changes after someone enters that tile. A journey exit rule can instead watch across the journey. An event that happened before the waiting step is therefore a reason to consider the broader exit condition.

Hold Until can wait up to 30 days and route people according to whether its conditions were met. Editing a live Time Delay affects new entrants; people already waiting keep their original delay. Check both groups when changing the cadence of a running sequence.

An exit is not always immediate. Someone in a Time Delay leaves within 48 hours of the qualifying event or profile change, or before their next tile, whichever happens first. A message already scheduled through Send Time Decisioning can still send after exit. These details matter when the follow-up must end after a customer acts. Iterable's sales route provides a pricing estimate and integration discussion.

For a new team member, an administrator opens Settings > Organization > Organization Members, creates the member, assigns a project and sends an invitation. The member confirms the email address to activate access. Sign-in can use the organization's single sign-on, Google or a password; use the login address for the account's US or EU data centre. After signing in, Messaging contains journeys and campaigns, while Audience holds lists and customer profiles.

Strengths

  • Waiting conditions and journey-wide exits address different stages of a sequence
  • Project assignments and member invitations give colleagues controlled access to campaign work

Watch out for

  • Existing Time Delay occupants retain the old timing after an edit
  • Some exit cases allow a delayed departure or an already scheduled message

Best for

  • Lifecycle teams designing behaviour-based communication across several channels

Sources