Introduction
Welcome to the Integration Setup Guide for connecting your Iterable account with the Flowcode platform. This guide will walk you through the steps needed to establish a connection between Iterable and our platform, allowing you to automatically send contact information and IDs collected from our Conversion Flows directly to your Iterable account.
Prerequisites
Before you begin the integration process, please ensure you have the following:
An active Iterable account with administrative privileges
An server-side (not read-only) API key for your Iterable account
Your Flowcode login credentials
Step 1: Configure Iterable Integration in a Flowcode Workspace
Login to Flowcode
Login to your Flowcode account and navigate to the Workspace where you need to set up the integration.
Add the Iterable integration to the Workspace
Navigate to Manage > Integrations (bottom left navigation)
Click on the Iterable integration tile
Click “Connect App”
Authenticate and Connect to your Iterable Account
Click “Connect” on the righthand side of Iterable box below “Connect your account”
Log in to your Iterable account on the OAuth modal that pops up
Click “Next” at the bottom of the screen in your Flowcode tab
Configure Field Mapping
Click “Next” at the bottom of the screen
Dropdowns for all fields (standard and custom) on the Conversion Flows that you created will appear
Adjust mappings for the fields to the desired field in Iterable
The fields available for mapping to will automatically be pulled from your Iterable Contacts table
Click “Next” at the bottom of the screen
Select Sync Frequency
Select an option for the sync frequency (e.g. every 30 minutes)
Click “Save” or “Save & Sync Now”
Step 2: Verify the Integration
Submit a test contact
Scan the code for one your Conversion Flows
Fill out the form experience and submit the information
Sync Integration
Navigate to Manage > Integrations (bottom left navigation)
Click “Sync Now” on the Iterable integration tile
Check Data Flow
Click on the ellipsis to the right of “Sync Now” and navigate to Sync Logs to monitor sync status and logs
Check in your Iterable account to verify that the expected Contacts are appearing after syncing
Frequently Asked Questions (FAQs)
Q1: What is the purpose of the Iterable integration?
A1: The Iterable integration enables seamless transmission of contact information and IDs collected through your mobile conversion pages directly into your Iterable account, enhancing data management and facilitating targeted marketing campaigns.
Q2: What are the prerequisites for integrating with Iterable?
A2: You need an active Iterable account with administrative privileges and a valid account on our platform. Ensure you have a server-side, not read-only, API key for testing and setting up the integration.
Q3: Which Iterable plan types are supported by this integration?
A3: Our integration supports all Iterable plan types that provide API access. Please ensure that your plan includes this feature.
Q4: How do I find my Iterable API credentials?
A4: Iterable API credentials can be obtained from your Iterable dashboard. Navigate to Integrations > API Keys to create or view your existing keys. Make sure you create a server-side, not read-only API key.
Q5: Can I customize the fields that are synced to Iterable?
A5: Yes, you can customize the data fields mapped between our platform and Iterable. This can be configured within the 'Manage > Integrations' section of a Workspace in your account. Our integration supports custom field mapping to user fields set up at the Project-level in Iterable.
Q6: What is the primary identifier for users in this integration?
A6: Emails are the primary identifier for users in our integration’s business logic.
Q7: How does the integration handle updating or overwriting users in Iterable?
A7: For our Iterable integration, we have a setting that allows you to choose whether Flowcode should update existing contacts in Iterable if a match is found based on email. You can decide to replace the existing data with the information collected through Flowcode or keep the current data unchanged.
Troubleshooting Common Issues
Problem 1: Unable to establish a connection between the platform and Iterable.
Solution:
Confirm that your API key is correctly entered in the integration settings and that it is a server-side, not read-only, API key.
Check if your Iterable account has the necessary permissions to access the API.
Verify that there are no typographical errors or extra spaces in your API key.
Problem 2: Data is not syncing correctly to Iterable.
Solution:
Review the data mapping settings in the integration configuration to ensure the correct fields are linked.
Check if any required fields in Iterable are missing values when data is sent from our platform.
Ensure that there are no network or firewall issues that could be blocking the sync process.
Check sync logs to verify successful syncs; if unsuccessful, the logs will list errors for failed records during the sync time.
Problem 3: Receiving error messages about API limits.
Solution:
Iterable imposes API rate limits which can be exceeded with high data volumes. Consider optimizing the frequency of data transfers or discussing your plan’s limitations with Iterable support to adjust your API limit.
Monitor your API usage in the Iterable dashboard to manage and plan data sync activities better.
Problem 4: Changes on the platform are not reflected in Iterable.
Solution:
Verify if the recent changes fall within the sync interval. Some integrations sync data at set intervals, so immediate changes may not appear until the next scheduled sync.
Review sync logs for successful runs; if unsuccessful, the logs will include errors from failed records during the sync time.
Support
If you encounter any issues or have questions, please contact our support team at [email protected]. We are here to help ensure your integration process is smooth and efficient.
Conclusion
Congratulations on successfully configuring the Iterable integration with our platform! You are now ready to streamline the transfer of contact information and IDs directly into your Iterable instance, enhancing your data management capabilities.