Download Iterable

Bugs and glitches. Additionally, the pricing structure may not be suitable for smaller businesses or those with limited budgets. Pros Powerful automation capabilities enable personalized customer engagement across multiple channels. Robust analytics and reporting provide valuable insights to optimize marketing campaigns. Cons The learning curve can be steep for new users, requiring time to master its features. The cost can be prohibitive for some businesses, especially those with limited budgets. Did you find this information valuable? YES NO Videos on Iterable The Iterable Grow... Introducing Itera... Iterable Features... Iterable Screenshots Templates Support Center Iterable FAQs What is Iterable used for? Iterable is Marketing Automation Software. Iterable offers the following functionalities:Website Visitor TrackingLead NurturingLead ManagementLanding PagesEmail Drip CampaignsChannel ManagementCampaign SegmentationAnalytics (ROI Tracking)Multivariate TestingLead Scoring Learn more about Iterable features. What are the top alternatives for Iterable? Does Iterable provide API? Yes, Iterable provides API. Iterable Contact Vendor Details San Francisco, California Founded : 2013 Articles on Iterable Iterable Integrations Segment Customer Data Platform (CDP) Disclaimer This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

Sets in Iterable that define what a user can do within a project. These are defined and managed by an Iterable org admin in Iterable. Not to be confused with the roles SAML attribute (read more on this below). JIT provisioning Just-in-time provisioning. A SAML protocol that creates users and updates their permissions whenever a user logs in to Iterable. This applies when you use SSO for authorization, which is optional. JSON document A set of key-value pairs used to define objects. Iterable uses JSON documents to define the roles attribute for non-administrative users. roles SAML attribute A defined set of permissions for an Iterable user or group of users. Not to be confused with Iterable roles (read more on this below). SAML Security assertion markup language. A standardized set of XML definitions that pass authentication information between your identity provider and Iterable. SAML metadata A specific dataset that includes identifying information and security keys for your identity provider. Your IdP provides this metadata, which you enter in Iterable during SSO setup. SP Service provider. An entity that accepts authentication via SSO from a trusted identity provider. In this case, Iterable is your service provider. SP-initiated login When a SSO-registered user accesses Iterable from the app login page, or Iterable detects that the user needs SSO authentication based on their email domain, and forwards data to your IdP. Then your IdP forwards the user to Iterable for access. SSO Single sign-on. A solution provided by an identity provider which allows

Two methods, Iterable org admins can add and manage non-SSOmembers directly in Iterable. This is useful if you have a division with anemail domain different from your main organization, for example. Managing Iterable members: IT admins manage members and assign roles, projects, and permissions forthose who log in with SSO. Iterable org admins can add and manage members and their permissions for anymembers who use a different email domain and/or don't use SSO for somereason. Logging in to Iterable: Members who are enrolled for SSO via your IdP can log in two ways:Directly from your IdP, such as an Okta tile (IdP-initiated login). From Iterable's login page, which redirects to your IdP for authorization(SP-initiated login). Iterable roles vs SAML roles The roles SAML attribute doesn't directly correlate with roles in Iterable,however they are related. Iterable roles An Iterable role contains permissions that apply to a single project. AnIterable member may have a different role for each assigned project. To learn more about Iterable roles and their associated permissions, readPermissions for Using Iterable. SAML roles attribute IT admins enter the SAML roles attribute in Iterable's SAML app in yourIdP. Iterable uses the information contained in this attribute to determine amember's entire set of permissions. Only use this attribute if you are settingup SSO for authorization and just-in-time provisioning. For org admins, the value is usually orgadmin or OrgAdmin depending on yourIdP. For users that aren't org admins, the value of this attribute is a JSONdocument that you create during the setup

Iterable supports Security Assertion Markup Language (SAML)-based singlesign-on (SSO). If you use choose to use this feature: You can use a third-party identity provider (IdP) to manage the member (user)account in your Iterable organization. Your users can use SSO to log in to Iterable. As a SAML service provider, Iterable offers flexible configuration options andcommon use cases, such as strict SAML, just-in-time provisioning, and more. In this article Terms to knowAuthentication vs authorizationAuthentication onlyAuthentication and authorization with just-in-time provisioningAccess variationsStrict SAMLMultiple domainsCombined login and security methodsIterable roles vs SAML rolesIterable rolesSAML roles attributeNext stepsFurther reading Terms to know There are quite a few technical terms and acronyms related to single sign-on.Here are some of the most common terms that you should know. Term What it means Attribute A data point contained in SAML metadata, such as first name, last name, and email address. Authentication Confirming a user's identity and granting access to a service provider such as Iterable. Authorization Granting permissions to a service provider. IdP Identity Provider. A service that stores and verifies a user's identity. Examples: Okta, OneLogin IdP-initiated login When a SSO-registered user accesses Iterable from their identity provider. The identity provider then forwards the user to Iterable for access. Iterable org admin A universal administrator in Iterable that automatically has all org permissions and all role permissions for all projects. Org admins are defined differently than other user groups when using the roles attribute. See Setting up Single Sign-On (SSO) for full details. Iterable roles Permission

A user to access multiple service providers while using a single email and password. Strict SAML A way to set up your single sign-on experience that requires members to access Iterable by logging in with SSO. All other login methods are disabled. Work with your team and decide whether to use your IdP for authentication(login only), or for authentication and authorization (login and rolemanagement). Authentication only When you set up your identity provider to authenticate users, they can log inusing SSO. IT admins manage access to Iterable, while Iterable org adminsmanage project assignments, roles, and permissions. When using your IdP for authentication only: Iterable org admins create new members and manage their roles andpermissions directly in Iterable. To learn more about member management inIterable, read Creating and Updating Member Roles. IT admins provision app access for each member in your IdP so they can log inwith SSO. Authentication and authorization with just-in-time provisioning When you use your IdP for authorization and authentication: IT admins add and manage members in your IdP. The roles SAML attribute determines org permissions, project assignments,and Iterable roles. When your IT admin assigns Iterable to a new member in your IdP, anautomated process creates the member's account on their first login. After a member's first SAML-based login, they can no longer log in withtheir email and password. IdP-based changes to a member's assigned projects and roles take effect thenext time the log in to Iterable. Iterable org admins add and manage Iterable roles. Changes made to

The name of a role in Iterable must be made in SAML,too. Otherwise, members who are assigned the role may not be able to access their projects. To change the set of permissions included in a given role, use Iterable. Suchchanges have no impact on your SAML configuration. In other words, SAML mapsusers to Iterable roles — but Iterable maps roles to specific permissions. If you modify a user's role directly in Iterable, those changes becomeoverridden the next time that users logs in with SSO. In other words, yourIdP is the source of truth for users and roles, even if you make changes inIterable. NOTES If your IdP doesn't allow you to input JSON metadata for a SAML attribute,then you may need to omit the roles attribute and use SSO forauthentication only. Iterable doesn't support System for Cross-domain Identity Management (SCIM) provisioning Access variations Iterable SSO offers flexibility with user access in several ways. Strict SAML With strict SAML, members can only access Iterable by logging in with SSO. Multiple domains Iterable supports SSO for users from multiple domains. To do this, simply entera comma-delimited list of domains or subdomains in the SAML Domain field. Combined login and security methods With combined access, you can choose to authenticate and authorize users fromtwo or more sources. SSO and Google Sign-In When this is set up, members enrolled in SSO may also sign in using GoogleSign-In, (if they use a Google-based email address). SSO and Username & Password When you use these