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The Iterable Studio AMA is happening has ended. Check out the conversation!



What’s different between Classic Studio and New Studio? How do I start using notes and build journeys with better communication and collaboration? Are there any shortcuts or tips to ensure my journey will deploy successfully? How can I best incorporate email, push, and SMS for a harmonized experience for my customers?

If you were a Workflow Studio power-user or building journeys for the first time, this Ask Me Anything with Iterable’s panel of product experts will answer any questions you have to get you set up for Studio success. 

For the next hour, we'll be here to answer all of your questions. All you need to do is submit them in the comments section and we'll address them as they come in.

Meet the team (from left to right)



diana-joe-marissa_headshots.pngDiana Langston, Director of Product Management for Creation and Channel Experiences



Diana has an extensive background in SaaS, PaaS, Mobile Apps, content creation, content delivery, content organization, content discovery, personalization, and automation.

Prior to Iterable, Diana worked on multiple flagship products for large brands such as Amazon, Marketo, and Box. As an experienced user behavior and data driven product leader who has built customer-obsessed products at scale, she is passionate about building intuitive and engaging products that delight customers with a focus personalized experiences.

Joe Williams, Senior Solutions Architect



Joe is a native San Franciscan who still resides in the city. Prior to joining the Iterable Solutions Architect team, he was a support engineer at AppsFlyer. And prior to that, he was studying Technical Theatre in college. No one knows how he landed in Martech. In his free time, Joe enjoys watching all the worst movies so you don't have to

Marissa Azzara, Product Manager



Marissa is a Product Manager on the Iterable Journeys team. She’s been waist-deep, working on the new Studio, since she joined about a year ago and is excited to keep improving on it. She loves hiking and reading and hanging out with her family.

READY, SET, ASK US ANYTHING...



Question from Adrian Gray

"When will you be adding features that were available in the old tool? Being able to view different locales? Being able to see basic message details like subject lines and message channels? When will you no longer have to open new tabs to make edits?"

Reply:

Thanks so much for your question. Work is already in progress to be able to integrate the content editing experience into Studio. This is dependent on the Templates project we are migrating into the new Aurora experience. We anticipate being able to open this up in late Q2 via a beta. We will add the ability to edit campaigns directly from within Studio. At that time, you won't have to edit the campaign in a new tab. You will be able to review and update subject lines, message channels and view different locales.


Lilli Markle

Question: How to incorporate triggered actions in a workflow based on email replies and other external actitivities



Answer: Unfortunately Email replies do not go through Iterable meaning that we have no insights into when a user responds to an email or what the response is. SMS is the only channel in which we receive user replies. That being said, we are able to trigger workflows based on other user interactions with email such as Email open and Email Click. The workflows can be set up so that if a user takes one of the aforementioned actions, we create a workflow with follow up engagements based on these actions. You are also able to check for these actions using a "Yes/No" tile within a Journey rather than as the trigger event for the journey.


Question from Jenny Teng

Question: Best way to set up an A/B test for delays between emails (i.e. 2 days versus 5 days)?

Answer: You can use an A/B split tile to send 50% of your users down one path, which would be followed by a delay tile of 2 days, and then a Send tile of your choice. You can send 50% of your users down another path, followed by a delay tile of 5 days and then a send tile. If you compare conversion on those send tiles, you might see one path performing better than another. You can adjust the percentage of users flowing down a given path at any time.


What are the differences between the workflow and studio tool apart from notes I cannot see any major differences apart from an updated look and feel?


When you align nodes is there a reason if you have a split node (yes or no) it crosses them over?


When adding campaign nodes emails, push etc. Can you make it so there is more spacing under them, as if you add new nodes below they then cover them once the analytics is added


Kayla Daniels

Question: Can you trigger one journey using multiple events for one outcome? (i.e. sending one email to all customers who have different custom event dispositions for why they didn't buy)



Answer: Today within Studio, this is not possible as a Journey can only be triggered by a single event type however it is possible to create multiple Journeys, each triggered by a specific event and then send users in these smaller Journeys into a main Journey. In this sense, we would have multiple Journeys acting as a funnel to push users with these various events into a single Journey. To do so, you'll need to use the "Send to Journey" tile in the funneling journeys and have the main Journey's entrance tile as "Other Journey".



All this in mind, multiple event triggers for a journey is something we've definitely discussed.


Will the new studio enable journeys to be copied across projects


Question from the void: What is the top 3 metrics that represent for a successful onboarding journey?



Answer: Great question! This will vary based upon your goals for your onboarding journey, but a few that are universal are click rates, open rates, conversion rates. You will walk to look at filtered open rates in Iterable since there are proxy opens that are included in the open rates. I encourage you to setup custom conversions that match the goals of the journey you are setting up (e.g. upgrade to premium, update profile, etc.). Additionally, I always recommend monitoring the bounce and unsubscribe rates. If you are not validating emails upon sign up, there is a possibility to have a high hard bounce rate which could negatively impact the sending domain's deliverability and reputation.


Adrian Gray

Q: Will the new studio enable journeys to be copied across projects

A: A feature already in progress that will be available in our new Studio in early Q2 is our new Tile Clusters feature, which will allow you to clone and share parts of a journey across Workflows within the same project. And, for cloning across projects, yes, this is on the new studio roadmap. Timelines for launch are not yet able to be shared, but this is a project in motion so stay tuned.


Is there a way you can have a delay that waits until an event has taken place, so in an onboarding flow a user could be delayed until they have made the first purchase or have added certain account information?


Question from Adrian Gray

Question: What are the differences between the workflow and studio tool apart from notes I cannot see any major differences apart from an updated look and feel?

Answer: Yes, the updated look and feel, and usability improvements were the main focus of our Studio update. We wanted to make it really enjoyable for you to build, with lots of space and simplifications along the way. We're also hearing that folks really love the addition of Notes! Here's a doc with all of the changes.

More importantly, by doing this work, we're able to add a bunch of new features. Soon, we'll be releasing a Drafts feature, to make it easier to make changes and get reviews before publishing, or to make changes and publish them when you're ready. We're also working on a feature to allow marketers to build re-usable blocks of tiles, that we're calling Clusters! Big time-saver. We've also got Exit Rules (the ability to pull users out of a Journey at any time) and Delay until Action (hold users at a point in the journey until they take an action) coming in hot! We hope you're excited about all that's in the works for Studio.


Question from Adrian Gray:

Question: Is there a way you can have a delay that waits until an event has taken place, so in an onboarding flow a user could be delayed until they have made the first purchase or have added certain account information?

Answer: Yes! We will start working on this feature in Q2! (Launch timelines still TBD.) We're really excited to get this in your hands.


Question from Adrian Gray:

Question: When you align nodes is there a reason if you have a split node (yes or no) it crosses them over?

Answer: This is not intentional. Bit of a glitch with our new Studio. For now, know that it isn't a functional problem, but more of a cosmetic frustration. We hope to have it fixed soon.


Question from Adrian Gray

Question: When adding campaign nodes emails, push etc. Can you make it so there is more spacing under them, as if you add new nodes below they then cover them once the analytics is added

Answer: Yes, we definitely want to update the spacing issue, now that we have added analytics to the tiles.


David Ditmars

Question: When using your web hook into Preset, what field represents the 'Sent Date" of a triggered email? I see First Send and Last Send but I am interested in seeing actually send dates of triggered emails when piped into Preset. Is it or will be it be possible to download the Heat Map image? I know I can download CSV but would like to download the Heat Map visualization.



Answer: Sadly, this isn't possible given the nature of Journey Webhooks not knowing about previous tiles within a journey. Within a Journey webhook, you are able to pass user data and/or whatever data was included in the workflow trigger (API call or custom event data). System webhooks are a great and far more reliable way to receive details about campaign sends and user engagement with said campaigns.


Question: How can I best incorporate email, push, and SMS for a harmonized experience for my customers?

Answer: Great question! It depends a lot on the goal of your journey, and the context. SMS is best used for time-sensitive, transactional messaging, so you'll want to save it for those special times. Push can be used in a similar way, but it's a little less disruptive and personal, and so you might use those for marketing or transactional messages. Email is great for all of the above, and for more marketing focused messaging, since it's less disruptive and easier to keep a record of.


The Studio Ask Me Anything has ended!



Thank you everyone for your questions! If you'd like to learn more about Studio, I encourage you to check out the Virtual Live Training that we hosted just last week where our team of product experts did a deep dive into new Studio.

You can find the recording here.


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