Send query results to Iterable

Iterable enables brands to create, execute and optimize campaigns across email, push, SMS, in-app and more with unparalleled data flexibility.

Note

This destination uses the Iterable API .

The steps that are required to send email lists to Iterable from Amperity.

  1. Build a query

  2. Add orchestration

  3. Run orchestration

Caution

This destination is available for sending query results to Iterable after it is configured by a Datagrid Operator or your Amperity representative.

If this destination cannot be selected for orchestrations ask your Datagrid Operator or Amperity representative to configure a destination for sending query results to Iterable.

Build query

To send query results to Iterable you must return an email column or a userId column, depending on how your Iterable project is configured. Choose one of the following:

Important

Validate the audience with Iterable by using a sample audience with a very small membership. For example: 10 or 100 members or the minimum audience size recommended by Iterable. Send the sample audience to Iterable and verify the sample audience is correct in Iterable. Make adjustments if necessary. Only send full audiences after validation is complete.

Email address only

Return only the email field for the simplest audience send to Iterable:

1SELECT
2  email
3FROM Customer360
4WHERE email IS NOT NULL

Email address and profile attributes

You can send customer profile attributes alongside the email address. Iterable accepts standard profile fields such as first name, last name, and phone number, along with any custom data fields.

For example:

 1SELECT
 2  email
 3  ,given_name AS firstName
 4  ,surname AS lastName
 5  ,phone
 6  ,city
 7  ,state
 8  ,postal AS zipCode
 9  ,birthdate
10FROM Customer360
11WHERE email IS NOT NULL

Any column not recognized as a standard Iterable profile field is stored as a custom data field in the dataFields object and can be used for personalization and segmentation within Iterable.

Add orchestration

An orchestration defines the relationship between query results and a destination, including the destination and the frequency at which an orchestration runs.

To add an orchestration

  1. Open the Activations page, select the Orchestrations tab, and then click the Add orchestration button. This opens the Add orchestration dialog box.

  2. From the Object type dropdown, select Query.

  3. From the Object dropdown, select the query for which results is sent to Iterable.

  4. From the Destination dropdown, select a destination that is configured for sending data to Iterable.

  5. Verify all settings.

  6. Set the workflow to Manual. You can change this to automatic later, after verifying the end-to-end workflow.

  7. Click Save.

Run orchestration

Run the orchestration manually to validate that it works.

To run the orchestration

  1. Open the Activations page, select the Orchestrations tab, and then open the menu for the Iterable orchestration. Select Run.

  2. The Status column for the orchestration updates to say “Waiting to start”, after which the notifications pane updates to include a notification that shows the current status.

  3. When the orchestration has run successfully, the status is updated to “Completed”.