# Overview

You can use your existing [Iterable](πŸ”—ο»Ώ) account to send triggered email deliveries via [Iterable campaigns](πŸ”—ο»Ώ).

You can also personalize campaign templates through Simon [Custom Contexts](πŸ”—ο»Ώ).

# Getting started

After reviewing Iterable documentation, create a flow in Simon and choose one of these available actions:

  • Send Triggered Email to Contact using Iterable

  • Send Push Notification to Contact using Iterable

  • Send SMS to Contact using Iterable

  • Send Contact Content using Iterable

  • Send Contact to List using Iterable

Some actions are only available in specific flow types:

Send Triggered Email to Contactβœ…βœ…βŒβœ…
Send Push Notification To Contactβœ…βœ…βŒβœ…
Send SMS to Contactβœ…βœ…βŒβœ…
Sync Contact Contentβœ…βœ…βŒβœ…
Sync Contact To ListβŒβŒβœ…βŒ

# Email, Push, SMS actions

**Use Cases:**

Send Triggered Email to ContactSend Push Notification To ContactSend SMS to Contact
Automate core lifecycle email campaigns based on change in segments state. Drive rich personalized emails off of customer data and variables.Send personalized push notifications based off customer data and behavior.Send personalized SMS based on customer data and behavior.

## Configure

  1. For each of these action types, you'll complete:

** Workflow **Iterable Campaign (this owns the Template)
** [Custom context](πŸ”—ο»Ώ) (optional) **Apply customization from data in Simon Data.
** Frequency Cap **Limit sends to a customer within a time period

Iterable Fields

## Send a Test

  1. You can also send a test message to yourself or someone else by entering their email address into the **Test Recipient Contact** field then clicking **Send**.

If you want the test message to _preview_ the experience for a specific contact, click **Select** next to **Preview Contact** and search for the contact whose information will be used in the test message.


Send Test

  1. Click **OK** to finish adding your action.

# Sync actions

## Sync Contact Content

The Sync Contact Content action updates contact properties in Iterable.

  • Click **Add** to add fields manually _or_

  • Click **Select a recent action to copy** to use existing custom context.

A few things to note:

  • Data field types must match the types sent in previous requests, across all data fields in the project.

  • Data field types will always default to string, but this can be changed by selecting the desired data type in the dropdown.

  • If a contact in the flow does not have an existing record in Iterable, a new user record is created.


Sync Contact Content

## Sync Contact To List

Use this action to sync contacts in this flow to your [Iterable list](πŸ”—ο»Ώ), if they're not already there.

Check the box to indicate you want to do this, then click *_OK_:


Sync Contact To List