Help Center

What: The Iterable connection allows you to enrich BlueConic profiles with data from Iterable and vice versa. This connection supports scheduled batch import and export.

About BlueConic: The BlueConic customer data platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: By exchanging profile data between BlueConic and Iterable, you can share first-party customer data to create unified customer experiences across channels.

Adding an Iterable connection

1. Choose Connections in the Navigation bar.
2. Click Add Connection.
3. Search for "Iterable" in the Search bar and choose Iterable connection.
4. The Iterable connection page opens.

   You can expand or collapse metadata fields (favorite, labels, description) by clicking the gray chevron at the top of the page.

5. Enter a descriptive name for your connection.

6. Optional: Select the Email notifications box if you would like BlueConic to notify one or more email addresses if there's a problem running the connection or when it runs successfully. Enter one or more email addresses and click OK. You can select whether to receive emails each time it runs or only if the connection fails to run successfully.

Configuring an Iterable connection

In the sidebar on the left are some tabs. You can activate or deactivate goals by using the checkbox in front of the name. Multiple goals can be added by using the "Add goal" button at the bottom of the page and you can delete or copy goals by hovering over them and selecting the respective "x" icon. 

Select a goal to open its tab and see that goal's configuration options. You can change the name of the goal at the top of the goal configurations. You can also prioritize the order of your goals by dragging and dropping them to your desired sequence by using the drag handle that appears at the left-hand side of a goal when hovering over it.

The connection will then import and export data based on the order of goals within each category. Categories will always run in the order listed - import groups, import profiles, export profiles.

Set up and run

To connect with Iterable, enter your Iterable API key on the Set up and run page of the connection.
Note: Refer to the Iterable documentation for help locating the API key for your Iterable account.

Setting up a profile import goal

Import data from Iterable into BlueConic to enrich BlueConic profiles. Values or events will be added to profiles in BlueConic, and optionally new profiles can be created.

1. Select Iterable subscribers to import.
Import all subscribers from Iterable or only from specific Iterable lists.

2. Optional: Process your data before import.
Use the "Search for a processor" field to add a data processor to filter or transform the data during the import. For example, you can create a processor to normalize email addresses, filter data fields, or transform data during the import, before it is matched and mapped to BlueConic properties. To add data processors to your BlueConic environment, contact your Customer Success Manager. Learn more about using data processors to filter or transform data imports.

3. Link identifiers between Iterable subscribers and BlueConic profiles.

4. Optional: Map Iterable data to BlueConic

Choose Add mapping to configure which values should be mapped to which BlueConic profile properties. If you have multiple fields to map, BlueConic detects the fields and offers the option to map them all at once.
Add a prefix: You can optionally add a prefix for the BlueConic profile properties. If you set the prefix and then add an empty mapping, the right side automatically adds the prefix as well. 

A warning message saying "Existing property" appears if the BlueConic profile property you're mapping to already exists and the import would save data into an existing profile property.

You can use the dropdown menu to specify how the value(s) should be imported:

• Set: Always overwrite the profile property value in BlueConic.
• Set if empty: Import the value in BlueConic only if the profile property does not contain a value yet.
• Set or clear: Clear the value in the profile property if the data contains no value for the field.
• Add: Add the imported value to the list of values for the profile property. The list will only contain unique values, doubles are not imported.
• Sum: Numerically add the imported value to the value of the profile property in BlueConic. If the profile property was empty, it will be treated as 0. If the imported value is not a number, it is not imported.

You do not have to create a mapping and import every field of data into BlueConic; there is no need to clutter BlueConic's data storage with values that serve no purpose in BlueConic or other connected systems. It is a best practice to only import values that are of interest to BlueConic use cases.

5. Optional: Import Timeline events into BlueConic.

You can choose to import customer event data to BlueConic using either prebuilt event types, or by creating a custom Timeline event type. You can map order details in the left column with order event properties, event date/time, and the event ID. Learn more about how you can use BlueConic Timeline events in the Iterable Connection.

Use the Add mapping button if you want to extend the mapping for each event to include additional, nested event details. If there are many event properties to be mapped, BlueConic detects these and offers the option to "Add all event properties to import."

6. Run the connection.

To run the connection, you need to Save your changes and turn the connection On.

Check the box for Import data into BlueConic in the left panel. A green arrow appears, going from the Iterable icon to the BlueConic icon.

Setting up a profile export goal

Export data from BlueConic to Iterable to enrich or create new Iterable subscribers.

1. Select a BlueConic segment to export profile data from.

Using the Select segment Search bar, choose a BlueConic segment. Only profiles in this segment with a value for at least one of the selected profile properties are exported.

2. Optional: Modify your data before the export.

You can add one or more data processors to filter or transform your data for export. For example, you can use a processor to normalize email addresses, filter data fields, or transform data during the export. To add data processors to your BlueConic environment, contact your Customer Success Manager. Learn more about using data processors to filter or transform exported data.

3. Select Iterable list for export.

Select the Iterable lists you want to add subscribers to. Optionally, allow BlueConic to clean up Iterable lists by subscribing or unsubscribing profiles as they enter or exit the segment (user will be deleted from the list, not from Iterable completely).

4. Link identifiers Iterable subscribers and BlueConic profiles.

5. Optional: Map BlueConic data to Iterable.
Choose Add mapping to configure which values should be mapped to which BlueConic profile properties. If you have multiple fields to map, BlueConic detects the fields and offers the option to map them all at once.

Select a BlueConic profile property by entering a search term and enter the data field value it should populate. Order mappings by grabbing the drag bar on the left side; this will be reflected in the order of the fields in the exported file.

Select the BlueConic icon to open a dropdown menu where you can switch between the type of information you want to export. Pick one of:

• Profile property: The value of a specific profile property
• BlueConic profile identifier: The unique identifier for a profile
• Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with
• Associated lifecycles: All lifecycles this profile is associated with. Learn more about BlueConic Lifecycles.
• All viewed interactions (all time): The interactions that the profile has seen
• Permission level: The permission level set in the profile
• Text value: Enter any static text
  

6. Optional: Export Timeline events to Iterable.

If you have BlueConic Timeline events, you can choose whether to export events for profiles in the current export, for all event types or a single event type, for all time, or a during a specific time period. Learn more about how you can use BlueConic Timeline events in the Iterable Connection.

7. Optional: Set a Lifecycle threshold for this goal.
If this goal is part of a BlueConic Lifecycle, this step will appear. Choose if an export of the profile should count as a plus one towards the lifecycle stage threshold by checking the box.

8. Run the connection.

Choose Save on the top right corner of the screen to save your Export goal and turn the connection On at the top of the Connection window.

In the left panel, check the box next to Export profiles. A green arrow appears, going from the BlueConic icon to the Iterable icon.

 

Working with BlueConic Timeline events and Iterable

There are two types of events that can be used in the Iterable Connection:

1. Prebuilt events: These are standard in Iterable and include events like Email Send, Email Open, and Email Click.
   • Only audience members that are a part of the list(s) selected in step one will be searched for Timeline events to import.
   • Event field names are automatically populated.
2. Custom Timeline events: These are events created manually by your team.
   • All audience members of all Iterable lists in your account will be searched for Timeline events to import.
   • Event fields are not automatically populated from your Iterable account. This means you will not be able to select these fields from a dropdown, but need to type them in directly. To create a successful mapping for a custom event import, you will need to know your event configuration in Iterable and enter it manually. This information can be found under “Data Schema Management > Custom events” in your Iterable account.
     • Note: Conventions must be entered exactly as they appear in Iterable or the import will not work correctly. Nested custom event fields typically follow the syntax of event_name.fieldname (for example, email_opened.eventID).

General limitations with BlueConic Timeline events and Iterable:

• When a new profile is created in BlueConic from an Iterable audience member, their Timeline event data will not be imported until the next run.
• If event data is still not populating after the next run, make sure that the “Import events from date” field in the Timeline event import step is set correctly.
• You cannot retrieve any empty event fields from Iterable. Add at least one test or dummy profile in Iterable with all fields populated to resolve this.

Running an Iterable connection

Tip: Make sure you have added Import and Export goals and saved your settings before running the connection.

1. Turn the Iterable connection on.
2. Go to the Authentication and run page. Scroll down to the Run history section. This table shows all past and scheduled runs for the connection. In the details column, it also lists the last five created or updated profiles and links to the profile identifier so you are able to see exactly how and whether profiles were created or updated correctly. 
3. To start the import and export manually, save your settings and select Run now. 
4. To schedule the import and export for a future date, select the Settings icon . Choose how to schedule the import by choosing an option from the drop-down list:
   • Every X minutes
   • Number of times per day
   • Days of the week
   • Days of the month
   • Weekday of the month

   Set a time for the import. Choose OK.

Data exchange shows you the total number of unique profiles that have been imported or exported via the connection. Note that these are unique profiles. If the same profile is exported multiple times, it is counted as 1.

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.