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Frequency Optimization Insights beta

Frequency Optimization Insights beta

April 24, 2025BETA FEATUREFrequency Optimization Insights is currently in beta. If you already have AI Suite enabled in your projects, you can start using it today!Frequency Optimization extends Iterable’s Frequency Management feature, so you can personalize the number of messages you send (for a campaign or message type), within a defined period of time based on each user's unique historical engagement data.After you’ve sent messages with Frequency Optimization enabled, you can learn a lot about how your optimized messages are performing by reviewing Frequency Optimization Insights. You can: Learn how key performance indicators (Open Rate, Click Rate, or Unsubscribe Rate) are performing over time. Learn how many optimized messages for a given channel (email, SMS, or push) were sent and how many users received them, along with the associated lift. Analyze the lift, unsubscribes, and send skips for each message type by channel. To review how your message sends are being optimized: Go to Insights > Intelligent Insights to open the Frequency Optimization Insights page. At the top of the page, filter message sending optimizations to display data for the past 30, 60, or 90 days. A 30 day view allows you to focus on the impact of a specific campaign, while a 90 day view may help you evaluate how well optimizations are performing more broadly. In the Performance Over Time chart, view how optimized message sends have performed for a specific metric over a period of time. You can also learn the average number of sends, and which performance metric had the biggest lift and change since the previous period. In Breakdown by Channel, click the tab for the channel you want to view (email, SMS, or push). You can view an overview of the audience size, average number of sends, and the associated lift with for the selected channel. You can also view metrics related to the performance of specific message types.

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Updated and new filtered metrics

Updated and new filtered metrics

April 24, 2025To ensure that the metrics you track for email and SMS represent actions by human users, not bots or proxies, this release includes:An updated Total Email Opens (filtered) metric New filtered metrics for email and SMS clicks, including Total Emails Clicked (filtered), Unique Email Clicks (filtered), Total SMS Clicks (filtered), Unique SMS Clicks (filtered)These metrics filter out actions that were performed by new user agents we’ve identified that are performing prefetches and proxied activities. For information, see Metrics Definitions.As part of this update, we’ve also added the isBot data field to filtered email and SMS open and click events. This new data field contains a boolean value set to true when the user agent meets criteria for prefetch or proxy activity. You can use this field in segmentation to generate lists that filter out users who are likely associated with non-human, bot opens. For example:NOTES In campaigns that are running at the time of this update, the Total Email Opens (filtered) metric will include a mix of opens for the non-human interactions that we previously filtered, and those that we’ve added with this release. The opens counted before this update are not retroactively filtered for the new user agents we’ve identified. If you’re using Total Email Opens (filtered) in your reporting, be sure to flag this update as a reason for a decrease in the number of opens reported. If the change gets some attention, you can let others know that the newly reported numbers more accurately reflect “real” user interactions, and will level out with time. We’ll continue to support our existing proxySource field, which can be used with the isBot field for advanced use cases.

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New Smart Ingest source: Microsoft Fabric
Product Research Panel: Help shape Iterable’s Platform, Data & Integrations

Product Research Panel: Help shape Iterable’s Platform, Data & Integrations

 Are you a technical thinker passionate about diving into data, systems, or integrations? ⚙️ This space is for you! Iterable Product Research PanelIf you're a member of our Product Research Panel interested in sharing input on Platform, Data, & Integrations topics, click ⭐️ Subscribe at the bottom of this post to get notified when new opportunities are shared here. Not a member yet? No problem, it’s super quick to join! It only takes about 3 minutes to sign up. Once you're in, click subscribe below and keep an eye on your inbox for new research opportunities posted in this space. What is platform, data & integrations research?This area focuses on research relevant to more technical users, covering topics such as data schema management, data pipelines, and integrations setup. Want to learn more about our other research panel topics you can subscribe to? Check out this post! Why join?✅ Receive rewards for your feedback, such as digital Visa gift cards or the option to donate your reward. 🔍 Get sneak peeks into upcoming product features and in-progress work. 🗣 Influence the platform through real user input. ✨ Connect with our Product Team and help make Iterable even better. What to expectAs a member of our panel, you may be invited to participate in:💬 Remote interviews for discovery research: Share your goals, pain points, and workflows. 🧪 Usability testing: Try out early prototypes and give real-time feedback. 📝 Surveys: Share quick thoughts via brief questionnaires. 🧭 Self-guided studies: Explore designs on your own time and share your reactions.

Product Research Panel: Help shape Iterable’s AI & Experimentation

Product Research Panel: Help shape Iterable’s AI & Experimentation

Do you like AI, experimentation, or data intelligence? 🤖 You’re in the right place! Iterable Product Research PanelIf you're a member of our Product Research Panel interested in sharing input on AI, experimentation, & data intelligence-related topics, click ⭐️ Subscribe at the bottom of this post to get notified when new opportunities are shared here. Not a member yet? No problem, it’s super quick to join! It only takes about 3 minutes to sign up. Once you're in, click subscribe below and keep an eye on your inbox for new research opportunities posted in this space.What is AI & Experimentation research?This category is for research on new or potential Iterable features involving AI, experimentation, and data intelligence, and might include opportunities to take a survey or participate in concept testing for in-progress designs.Want to learn more about our other research panel topics you can subscribe to? Check out this post!Why join?✅ Receive rewards for your feedback, such as digital Visa gift cards or the option to donate your reward. 🔍 Get sneak peeks into upcoming product features and in-progress work. 🗣 Influence the platform through real user input. ✨ Connect with our Product Team and help make Iterable even better. What to expectAs a member of our panel, you may be invited to participate in:💬 Remote interviews for discovery research: Share your goals, pain points, and workflows. 🧪 Usability & concept testing: Try out early prototypes and give real-time feedback. 📝 Surveys: Share quick thoughts via brief questionnaires. 🧭 Self-guided studies: Explore designs on your own time and share your reactions.

Product Research Panel: Help shape Iterable’s Marketing Orchestration

Product Research Panel: Help shape Iterable’s Marketing Orchestration

  Live and breathe segmentation, journeys, and campaigns? 💬 This is your calling!Iterable Product Research PanelIf you're a member of our Product Research Panel interested in sharing input on marketing orchestration topics, click ⭐️ Subscribe at the bottom of this post to get notified when new opportunities are shared here. Not a member yet? No problem, it’s super quick to join! It only takes about 3 minutes to sign up. Once you're in, click subscribe below and keep an eye on your inbox for new research opportunities posted in this space. What is Marketing Orchestration research?This category is for research opportunities related to features commonly used by marketers to orchestrate messaging, such as segmentation, campaigns, journeys, and channels. Studies may also explore marketing workflows like strategic planning, analytics and reporting, and content creation. Whether you're hands-on or shaping strategy, your input helps improve the tools marketers rely on every day.Want to learn more about our other research panel topics you can subscribe to? Check out this post! Why join the panel?✅ Receive rewards for your feedback, such as digital Visa gift cards or the option to donate your reward. 🔍 Get sneak peeks into upcoming product features and in-progress work. 🗣 Influence the platform through real user input. ✨ Connect with our Product Team and help make Iterable even better. What to expectAs a member of our panel, you may be invited to participate in:💬 Remote interviews for discovery research: Share your goals, pain points, and workflows. 🧪 Usability & concept testing: Try out early prototypes and give real-time feedback. 📝 Surveys: Share quick thoughts via brief questionnaires. 🧭 Self-guided studies: Explore designs on your own time and share your reactions.

Product Research Panel: Help shape Iterable through General Research

Product Research Panel: Help shape Iterable through General Research

  Interested in general research at Iterable? 🤖 This is your spot! Iterable Product Research PanelIf you're a member of our Product Research Panel interested in sharing input on general research topics, click ⭐️ Subscribe at the bottom of this post to get notified when new opportunities are shared here. Not a member yet? No problem, it’s super quick to join! It only takes about 3 minutes to sign up. Once you're in, click subscribe below and keep an eye on your inbox for new research opportunities posted in this space.  What is general research?‘General research’ covers research studies that span multiple areas of the Iterable platform and are typically relevant to most Iterable users, for example, notification needs or the design of an Iterable homepage.Want to learn more about our other research panel topics you can subscribe to? Check out this post! Why join?✅ Receive rewards for your feedback, such as digital Visa gift cards or the option to donate your reward. 🔍 Get sneak peeks into upcoming product features and in-progress work. 🗣 Influence the platform through real user input. ✨ Connect with our Product Team and help make Iterable even better. What to expectAs a member of our panel, you may be invited to participate in:💬 Remote interviews for discovery research: Share your goals, pain points, and workflows. 🧪 Usability & concept testing: Try out early prototypes and give real-time feedback. 📝 Surveys: Share quick thoughts via brief questionnaires. 🧭 Self-guided studies: Explore designs on your own time and share your reactions. 

Want to influence Iterable? Join our Product Research Panel to share your input & receive rewards.

Want to influence Iterable? Join our Product Research Panel to share your input & receive rewards.

Help shape the future of Iterable!We’re excited to introduce our new Product Research Panel, designed with you in mind! By joining our research panel, you’ll have the opportunity to influence new features, test early prototypes, and share insights directly with our Product Team to help make Iterable even better. Why join?✅ Receive rewards for your feedback, such as digital Visa gift cards or the option to donate your reward. 🔍 Get sneak peeks into upcoming product features and in-progress work. 🗣 Influence the platform through real user input. ✨ Connect with our Product Team and help make Iterable even better.  What to expectAs a member of our panel, you may be invited to participate in:💬 Remote interviews for discovery research: Share your goals, pain points, and workflows. 🧪 Usability & concept testing: Try out early prototypes and give real-time feedback. 📝 Surveys: Share quick thoughts via brief questionnaires. 🧭 Self-guided studies: Explore designs on your own time and share your reactions.  How to sign upJust tell us a bit about yourself, your role, and your company. We’ll use that info to match you with relevant research studies. 🔗 Sign up via this form! Get early access by subscribing to research topicsWant to be the first to know about research opportunities that match your interests? Just click subscribe at the bottom of any topic post to get notified when new opportunities are shared:Here are the available topics:General research: A catch-all for broad studies relevant to most users. AI & experimentation: Research related to new or potential AI, experimentation, and data intelligence features. Marketing orchestration: Research focused on features marketers commonly use to orchestrate messaging (e.g., segmentation, campaigns, journeys, analytics, content creation). Platform, data, & integrations: Research for more technical users, covering topics like data schema management, pipelines, and integrations setup.FAQsWho can join?Anyone can join! We’re interested in current customers/active users, folks who are considering or trying out Iterable, folks who may be using another marketing platform or who are past Iterable users… and we are interested in a diversity of roles, from day-to-day marketers at all levels of seniority and across specializations to their partners in marketing operations, engineering, data science, product, and more.What are the requirements to join? You’ll need to be 18+, comfortable participating in research sessions using English, and agree to our research & user experience acknowledgement and NDA waiver, all of which we’ll ask you about in the signup form. What will you do with my personal information & the feedback I provide?We promise to only use the info you share to identify relevant research studies to invite you to. All feedback will be used internally within Iterable only. We will never share or sell your info to external parties. When will I receive thank-you incentives following study participation?We aim to send incentives within 2 weeks of your participation. For some studies, such as very brief surveys, we may not be able to incentivize every participant and will instead run a drawing. You’ll definitely be informed prior to participation whether/what type of incentive is involved.​​​​ Can I participate in studies right away?We can’t guarantee opportunities will be sent to you right away, as research efforts fluctuate throughout the year. Once you are in our participant pool, we will reach out if you match the criteria we are looking for in a study. Sometimes, invites may involve a very brief screening survey, to gather a little more info to confirm you’re a good fit and that you’re interested in the opportunity.​​​​ How often will I be contacted?It is unlikely you’ll be contacted more than a few times a month maximum. If the volume starts to feel too high, you can opt out of the panel via this form or contact ux-research@iterable.com. If you have subscribed to specific research topics via the Iterable Plaza community, you can also unsubscribe from those topics to reduce notifications.​​​​ I no longer want to participate. How do I leave the panel?Please share your email via this form or contact ux-research@iterable.com.Have any other questions? Reach out to ux-research@iterable.com.​​​​ 

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Updated Segmentation page
System webhooks for Embedded Messaging
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SMS send system events and webhooks now include rendered SMS messages

SMS send system events and webhooks now include rendered SMS messages

January 24, 2025We've updated SMS send system events and system webhooks to include a new field with the rendered version of each SMS message body. This change makes it easier to view the actual content that was sent to each user, to support your quality, compliance, and debugging efforts.Here's what you can expect in your SMS send events moving forward: renderedSmsMessage - The final personalized version of the message that was sent to the user, with all merge parameters and Handlebars replaced by their actual values, the opt-out instructions that were included (when applicable), and unique shortlinks. This field is new in this release. Example: { "renderedSMSMessage": "Hello, John! Click here to view our latest offers: https://itbl.co/-KT~2NMwZ Msg&data rates may apply. Text 'STOP' to opt-out."} You can find the renderedSMSMessage field in the SMS send system webhook payload and system event. smsMessage - The message template that was used to send the message, including merge parameters, Handlebar expressions, and raw URLs before adding UTM parameters and link shortening. (This field is unchanged in this release, and noted here for clarity.) Example: { "smsMessage": "Hello, {{user.firstName}}! Click here to view our latest offers: {{offerUrl}}"} You can find the smsMessage field in the following system events and system webhook payloads: SMS bounce SMS click SMS received (Note that for this event, the smsMessage contains the message that was received from the user, and is not a template version.) SMS send

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Iterable’s Winter Release 2024

Iterable’s Winter Release 2024

Iterable’s Winter Release 2024Iterable continues to lead in AI innovation with more powerful AI-driven enhancements to help marketers create more meaningful customer experiences. From Frequency Optimization to Brand Affinity Insights and Journey Performance Recommendations, these features empower smarter messaging, deeper audience insights, and seamless campaign efficiency.Marketers can now optimize message frequency with AI-tailored limits, unlock sentiment-driven insights to better understand customer engagement, and enhance journey performance with actionable recommendations—all designed to deliver impactful, personalized experiences with ease.Measure, Understand, Act With Strategic Insights on Sentiment: Brand Affinity ReportingBrand Affinity Insights builds on the foundation of Brand Affinity, which measures sentiment at an individual level. Now, you can view sentiment changes at an aggregate level across your campaigns, giving you a broader perspective on audience loyalty trends. Powered by transparent “glass-box AI,” these insights help you refine your messaging and audience segmentation with confidence—so you can craft campaigns that resonate and drive lasting connections.Make Each Send Count With Frequency OptimizationWith Frequency Optimization, you can set message limits by channel and message type for your entire user base or based on individual customer preference. Say goodbye to the one-size-fits-all approach and ensure your customers get personalized, timely interactions that drive engagement while avoiding overwhelm.Improve Efficiency and Performance with Journey Performance Recommendations Journey Performance Recommendations provide actionable suggestions to optimize your customer journeys. These prompts in Journey Builder will enhance journey efficiency, speed up processing times, and deliver seamless customer experiences. It’s like having an assistant fine-tune your workflows for better results—saving you time and effort.For more information, check out our Blog Post covering the Winter Release! 

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New filter excludes list updates from system webhooks
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