Iterable

Connect your Iterable account with Lexer

Connecting your Lexer and Iterable account will allow Lexer to start capturing customer engagement data like email opens, clicks, and subscriber statuses. To connect your Iterable account with Lexer you must first create a Webhook within Iterable. Once your webhook is created, you will generate an API key within Iterable, and save that back into Lexer completing the connection.

Benefits of an Iterable integration

Integrating your Iterable account with Lexer provides a number of benefits, such as:

• Import your contacts as enriched Profiles
• Capture engagement metrics and statuses
• Create dynamic customer Segments in Iterable for marketing activation

Integration in a nutshell

Here's a summary of how Iterable integrates with Lexer:

Setting up your Iterable Webhook

This will involve making a new "systems webhook", which are located under the Integrations menu header in Iterable. Clicking this link should take you there also.

1. Click + CREATE WEBHOOK
2. Paste in this endpoint URL https://webhooks.lexer.io/iterable and leave Auth Type set to NoAuth
3. Click CREATE WEBHOOK
4. Set your webhook to ENABLED
5. Check the options listed below under Webhook Permissions
6. Click Save

Webhook Permissions

• Email: Blast Send, Triggered Send, Click, Open, Subscribe, Unsubscribe
• SMS: Send
• Push: Send, Open
• In-app: Click, Open

Integrating Iterable and Lexer

You’ve now created your webhook. To finish this setup you will need to generate an API key for your Iterable account, and save that in Lexer Integrate. Follow the steps below;

1. Under the Integrations menu, click API KEYS
2. Click + CREATE NEW API KEY…
3. Select STANDARD from the drop-down menu and click CREATE
4. Copy the newly generated key

1. Navigate to Lexer Integrate
2. Click the Iterable Tile and then click INTEGRATE ITERABLE
3. Give your integration a name
4. Paste in your API key
5. Click SAVE INTEGRATION

What is the Iterable activation?

Iterable is a growth marketing platform, with a focus on email, SMS, in-app and web push marketing communications.

Connecting your Iterable account with Lexer allows you to create new lists, and update existing ones for marketing purposes. When you make a new list or update an existing one, the Lexer activation will append a boolean field to each Profile within that list, marking them as either in (TRUE) or out (FALSE) of the Segment.

Send a Segment to Iterable

Before you get started, make sure you’ve done the following:

• Integrated your Iterable account with Lexer.
• Created an activation to Iterable (reach out to Lexer Support (support@lexer.io) if not)
• Built your Segment/s in Lexer Segment.

Activate and make a new list in Iterable

1. Click ACTIVATE NEW AUDIENCE
2. Select the appropriate Iterable account for this Activation
3. Add your Segment(s)
4. Update the audience name and tag as required (the audience tag will become your new list’s name)
5. Set the list to auto-update if needed
6. Set the appropriate list action. In most cases, leave it on Maintain list
7. Use the drop-downs to map the Attributes you’d like to enrich in Iterable
8. Agree to terms, and click Send Audience

Activate and update a list in Iterable

1. Click ACTIVATE NEW AUDIENCE
2. Select the appropriate Iterable account for this Activation
3. Add your Segment(s)
4. Update the audience name and tag fields as required, the tag field will become the name of the new boolean field in Iterable
5. Using the drop-down select the list you would like to update
6. Set the appropriate list action. In most cases, leave it on Maintain list
7. Use the drop downs to map Attributes you’d like to enrich in Iterable
8. Agree to terms, and click Send Audience

Set and forget — auto-updating audiences

Lexer Activate permits you to automatically update your audiences within Iterable. With this selected, Lexer will add or remove customers from your audience as they enter and leave your Segment.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in Iterable. We’ll send you an email to let you know once an audience has been sent - the time this takes will vary, depending on the size of the audience.

To learn more about sending email and SMS campaigns in Iterable, see their help documents here.