Iterable is a data-driven cross-channel marketing automation platform designed for engaging with customers across email, SMS, push notifications, in-app messaging, and more. It enables organizations to create personalized, behavior-based campaigns centered on customer lifecycle stages and interactions. By integrating Iterable with Frends iPaaS, businesses can automate workflows, synchronize data across various systems, and deliver consistent messaging and engagement strategies via multiple channels.

Business use cases

Synchronization with CRM systems

Iterable can be integrated with CRM systems such as Salesforce, HubSpot, or Dynamics 365 using Frends workflows to keep contact data synchronized. For example, when a new lead is created in Salesforce, Frends can automatically update or create the corresponding contact in Iterable, ensuring that marketing campaigns are targeting the most accurate and up-to-date records.

Automated email and SMS campaigns

Iterable excels in creating email and SMS campaigns, and Frends can extend its power by connecting it to additional marketing platforms or internal systems. For instance, when a new order is placed on an e-commerce platform like Shopify or WooCommerce, Frends workflows can trigger personalized confirmation emails and SMS notifications through Iterable.

Customer behavior-driven marketing

Frends workflows can connect Iterable with analytics tools like Mixpanel, Segment, or Google Analytics to leverage customer behavior for marketing automation. For example, Frends can monitor user actions on a website, such as abandoned carts or product viewings, and trigger Iterable workflows to send tailored messages, such as reminders or special offers.

Multi-channel engagement synchronization

Frends can integrate Iterable with messaging and communication platforms like Slack, Twilio, or WhatsApp to synchronize customer engagement. For example, when a lead responds to a campaign email via business WhatsApp, Frends workflows can log this interaction in Iterable and ensure consistent messaging across other channels.

Dynamic customer segmentation and enrichment

Iterable allows customer segmentation, which Frends can enhance by integrating with data enrichment platforms like Clearbit, ZoomInfo, or even internal databases. For example, when new contact data is added to Iterable, Frends workflows can pull additional attributes such as industry or company size and assign the contact to appropriate segmented lists for highly targeted campaigns.

Integration with e-commerce platforms

Frends workflows can connect Iterable with e-commerce platforms like Shopify, Magento, or BigCommerce to automate post-purchase or promotional workflows. For instance, after a purchase is completed, Frends can trigger Iterable to send a thank-you email or a post-purchase survey, while simultaneously creating cross-sell and upsell messaging flows.

Event registration and attendee tracking

Iterable can be seamlessly integrated with event platforms like Eventbrite, GoToWebinar, or Microsoft Teams using Frends. For example, when someone registers for an event, Frends can automatically generate a new contact in Iterable, organize attendees into event-specific lists, and trigger pre-event reminders and post-event follow-ups.

Automated customer feedback workflows

Frends workflows can integrate Iterable with survey tools like SurveyMonkey, Google Forms, or Typeform to automate customer feedback collection. For example, after a customer interaction or support ticket closure, Frends can trigger a feedback request via Iterable, log the responses, and notify relevant teams for action.

Integration with ERP or billing systems

Frends workflows can connect Iterable with ERP platforms like SAP, Oracle, or NetSuite, as well as billing systems like Stripe or QuickBooks. For example, when an invoice is issued or a payment is received, Frends can automatically trigger Iterable campaigns to thank customers or upsell additional products and services.

GDPR and compliance workflows

Frends workflows can extend Iterable’s capability to achieve GDPR compliance by automating data anonymization and deletion. For example, when a customer requests their data to be deleted, Frends can process the request, anonymize records in Iterable, and securely log the action in compliance tracking systems.

Advanced marketing analytics and reporting

Iterable’s performance metrics can be enhanced through advanced analytics platforms like Power BI, Tableau, or Google Data Studio by using Frends workflows. For example, Frends can aggregate Iterable performance data such as email open rates, conversions, or campaign ROI into intuitive dashboards for marketing leadership to evaluate and adjust strategies.

Cross-system data enrichment

Iterable’s contact lists can become even more powerful when enriched with external data. Frends workflows can integrate Iterable with proprietary or third-party data systems. For instance, Frends can pull loyalty points, purchase history, or demographic data from a customer data platform (CDP) or internal ERP and merge it into Iterable’s contact profiles.

Lead scoring and prioritization

Frends can integrate Iterable with lead scoring systems or scoring models within CRMs. For example, when a customer interacts with a campaign, Frends can calculate a lead score based on clicks, page visits, or conversions, and update that lead’s attributes in Iterable or the CRM, enabling a sales-hand-off process.

Push notification automation for mobile apps

Frends workflows can connect Iterable with mobile application tools to enable personalized push notifications. For example, when a customer performs specific actions within the app, like adding a product to their wishlist, Frends can trigger push notifications via Iterable to re-engage the user with targeted suggestions or discounts.

Subscription renewal reminders

Subscription-based businesses often use Iterable for customer retention. Frends can integrate Iterable with subscription platforms like Stripe, Recurly, or Chargify to streamline renewal workflows. For example, Frends workflows can trigger Iterable campaigns to remind customers of upcoming renewal dates and encourage them to renew with exclusive incentives.

Loyalty program management and communication

Iterable can become a central communication platform for loyalty programs by integrating it with Frends. For example, when a loyalty member earns points or achieves a reward tier, Frends workflows can trigger personalized reward notifications via email and SMS, tracking each interaction across Iterable campaigns.

Customer engagement recovery workflows

Frends workflows can integrate Iterable with behavioral analysis tools to automate churn prevention workflows. For example, if a customer has been inactive for a specific time frame, Frends can automatically enroll them into a win-back email series or target them with exclusive offers through Iterable.

Employee engagement workflow automation

Iterable can also be used internally for employee engagement. Frends workflows can connect HR platforms like BambooHR, Workday, or SAP SuccessFactors to trigger employee communication campaigns. For example, Frends can send personalized onboarding emails, milestone celebration messages, or company updates via Iterable.

Seamless integration with payment reminders

For businesses that need automated payment workflows, Frends can connect Iterable with payment gateways like PayPal or Square. For example, if a payment reminder is triggered in the billing system, Frends workflows can push personalized payment follow-ups to customers via Iterable emails or SMS.

Multi-stage marketing campaign automation

Iterable is great at nurturing campaigns, which Frends can augment through cross-platform integration. For example, Frends workflows can combine Iterable with tools like Marketo or Pardot to sync marketing automation efforts, ensuring leads go through progressive stages, from awareness campaigns to deal closures, without manual effort.

Customer journey visualization and orchestration

Frends workflows can synchronize Iterable with tools like Segment or Mixpanel to create and visualize customer journeys. For instance, when a customer interacts with a campaign or completes a purchase, Frends can analyze their path and automatically place them in relevant segments or workflows in Iterable for strategic retention or upsell efforts.