Fall 2026 Product Release: Getting Started Guides & Overview Resources 📚

Hey community!

To accompany our Fall 2026 Product Release, we’ve put together handy one-pager overview guides for all 7 core capabilities in this release, plus data sync. 

Whether you're looking to explore key business benefits, see how other brands are driving ROI, or share quick feature summaries with your team, you can review the highlights and download the PDF one-pagers below.

📥 Download the PDF One-Pagers Below 

Main Release Guide Overview 📖 
 

Our release playbook breaks down how to get up and running quickly across four core pillars:

• Integrations Hub: Discover, configure, and manage all your connected systems in one control center without leaving the platform.

• Salesforce Sync: Bring Salesforce Contacts, Leads, Accounts, Cases, Opportunities, and custom objects directly into Iterable profiles, events, and catalogs.

• Rich Communication Services (RCS): Create branded, interactive mobile experiences with high-res media, carousels, and built-in quick replies—no app download required.

• Monitoring Agent: Identify and resolve campaign issues faster with proactive AI explanations and one-click fixes via Nova.
   

Feature-Specific Overview One-Pagers 🛠️

1. Salesforce Integration Overview Guide 

• What's Inside: High-level summary of synchronizing Salesforce records directly into your marketing canvas to align campaigns with changing CRM data. Highlights self-service OAuth setup, marketer-led field mapping, automatic profile updates, and account-based journey triggers.

• Featured Quote:

  "Connecting Salesforce natively with Iterable fundamentally simplifies our data architecture. Eliminating integration delays allows us to trigger lifecycle campaigns faster while keeping our audience data perfectly synchronized."

  — Alvaro Bustos Lara, Technical Lead & Marketing Operations, Eightcap

2. Catalog in Segmentation Overview Guide

• What's Inside: Overview of combining customer event data with non-user relational Catalog data directly inside the Segmentation builder. Explains how to target richer audiences without bloating customer profiles or managing manual lists.

• Featured Quote:

  "Utilizing Catalog in Segmentation to power dynamic journeys has created significant efficiencies for our team. By referencing match data such as opponent and location, we can dynamically surface the most relevant upcoming fixture information for each fan, creating more personalized journeys while reducing the need to maintain additional data within user profiles."

  — Alana Clarianes, Digital Marketing Analyst, Melbourne Football Club

3. Journeys Live Data Overview Guide

• What's Inside: Feature overview on fetching real-time customer and business signals dynamically during journey execution. Explains how fast-changing context (like inventory, pricing, or eligibility) drives immediate decision-making without adding engineering overhead or profile clutter.

• Featured Quote:

  "Journeys Live Data lets us run multiple experiments within a single global journey - no custom middleware, no profile bloat. For a multi-market operation like HelloFresh, that flexibility has allowed us to scale experimentation across numerous live journeys without adding engineering overhead."

  — Peter de Jong, Associate Director Engineering, HelloFresh

4. Rich Communication Services (RCS) Overview Guide

• What's Inside: Breakdown of interactive mobile messaging capabilities, including verified sender branding, high-res media carousels, quick replies, and unified journey branching.

• Featured Quote:

  "RCS gives us a verified sender identity, our logo, and our brand name at the top of the thread, so the message is recognizably Fabletics before it is read. In a channel where legitimacy is the barrier to engagement, verified branding is a deliverability and conversion asset, not just a design upgrade."

  — Adrian Rohr, VP Membership and Retention, Fabletics

5. WhatsApp Business Messaging Overview Guide

• What's Inside: Strategic guide for reaching customers across 180+ countries with interactive two-way messaging while keeping all customer context connected in a single profile.

• Featured Quote:

  "Bringing WhatsApp natively into our cross-channel strategy has delivered immediate impact for ATG Entertainment. We achieved full project ROI on our very first campaign, consistently seeing 90-95% open rates and conversion rates two to three times higher than email. Having an interactive, rich-media channel directly within Iterable allows us to bypass overcrowded inboxes and drive real-time customer action."

  — Marcel Hornberger, Head of E-Commerce & CRM, ATG Entertainment Germany

6. Data Sync Enhancement Overview Guide

• What's Inside: Performance overview on securely copying platform data directly to cloud data warehouses with sync latency reduced to 1–3 hours.

• Key Focus: Eliminating custom pipeline maintenance, analyzing fresher data, and demonstrating campaign ROI faster.

7. Nova Intelligence & Agent Suite Overview Guide

• What's Inside: Summary of Nova Intelligence operating as an embedded reasoning partner across execution, insights, and decisioning. Highlights capabilities across Monitoring Agent, Analytics Agent, Campaign Agent, and Segmentation Agent.

• Featured Quotes:

  "What's most valuable to us about Nova Agent is its ability to handle the manual heavy lifting of campaign execution and analysis from building onboarding journeys to uncovering performance insights that help us constantly iterate. By offloading these steps to a coordinated AI layer, we can move much faster from insight to execution and stay focused on driving high engagement."

  — Justin LeBlanc, Senior Director, Customer Retention & Loyalty, Priceline

  
   

  "Iterable's Nova Intelligence is the cherry on top, offering Predictive Audiences, Campaign Re-Engagement, and Send Time Decisioning to engage the right users at the perfect moment. Iterable is proof that personalization isn't just a buzzword; it's the future-and it's already here."

  — Helena Joshi, Loyalty, Retention, and CRM, BIG4 Holiday Parks