When you’re in the sync stage of creating a new playbook, select Iterable and choose the integration you set up.
Currently, you can perform the following options while updating leads:
- Update User Attributes
This is used to update the contact fields against a user on Iterable. Note that the two fields must have the same data type.
- Add to Static List
This is used to add a user to an existing static list. You can select the list you wish to update through the dropdown.
- Create and Add to Static List
This is used to create a new list and add users to the static list. Note that if the list name already exists, the user gets added to the existing list.
Email ID is mandatory to update contacts on Iterable. You must map the corresponding Email ID field (from your product analytics source) to Iterable's email identifier (pre-filled).
If you have chosen to Update User Attributes, you can choose the fields you wish to update. Typically, our customers update fields such as the signup source, conversion score, or Toplyne persona.
In the last step, name your pipeline and the start date. Then click on ‘Finish Setup'.
Once the playbook completes, you can use Iterable's Segmentation feature to target users qualified by Toplyne. To do so, navigate to Audience > Segmentation on Iterable and filter users based on the fields you just updated through the playbook.
And that's how you can target specific leads from Toplyne on Iterable!
Updated 8 months ago