Applies to: Admins
Overview
The Iterable integration connects your email and SMS marketing platform with Endear so staff have full visibility into customer marketing activity and can coordinate outreach across both platforms. This integration enables you to:
Import marketing subscriptions from Iterable into Endear
Export marketing subscriptions from Endear to Iterable
Import marketing activity from Iterable so it appears on the customer profile in Endear
Suppress Endear campaigns from contacting customers recently reached through Iterable
Note: The Iterable integration does not create new customers in Endear. Marketing subscriptions and activity are matched to existing customer profiles by email or phone, so customers must first be added through another integration (e.g. Shopify) or manually before Iterable data can attach to them.
Before you begin
You will need the following from your Iterable account to complete the setup:
A server-side API key with read and write permissions
The SMS marketing channel ID that tracks your subscribed SMS contacts
The email marketing channel ID that tracks your subscribed email contacts
You will need the following to complete the integration:
Step-by-step guide
From the Endear left-hand navigation, select Settings, then select Integrations.
Select Add integration.
Search for and select Iterable.
Enter your Iterable API key, SMS channel ID, and email channel ID, then select Connect. Once connected, marketing subscriptions and activity from Iterable will begin syncing to matching customer profiles in Endear.
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