Connecting Iterable with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs as templates in Iterable. Each time the design or content is updated in Chamaileon and the Sync button is pressed, the template will automatically update in Iterable. This guide will walk you through the integration process step-by-step, covering everything you need to get started.
Prerequisites
Before you begin the process, make sure you have:
An active Chamaileon account with Administrator or Content Manager access.
Access to your Iterable account with the necessary permissions (e.g., Admin access).
An Iterable API key, which you will obtain during the integration setup.
Step-by-Step Integration Setup Process
Step 1: Access Integration Settings in Chamaileon
Log in to your Chamaileon account.
Navigate to the Workspace settings and select the "Integrations" tab.
Choose "Iterable" from the list of available integrations.
Step 2: Obtain API Key from Iterable
Log in to your Iterable account.
Navigate to "Account Settings" and select "API Keys."
Generate a new API key with the necessary permissions for managing templates.
Note: Ensure you have the correct user permissions to create an API key.
Copy the API key and return to Chamaileon.
Step 3: Authorize Iterable with Chamaileon
In the Chamaileon integration setup for Iterable, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple Iterable accounts.
Name the integration variation and click "Auth."
Enter the API key you obtained from Iterable to complete the authorization.
Data Sync Details
The integration will sync the following data between Chamaileon and Iterable:
Subject: The email's subject line.
Preview Text: The preview text displayed in the recipient's inbox.
Template Name: The name of the email template in Iterable.
Message Type: Choose between "Transactional" or "Marketing" based on the type of email you want to send.
Testing the Integration
To test the integration, try syncing a sample email template from Chamaileon to Iterable.
Check your Iterable account to verify that the template has been successfully imported.
If the export is successful, you’re all set!
You will find your template under ''Templates'' in Iterable in the ''Content'' tab.
Handling API Limits and Security Considerations
API Limits: Iterable may impose API call limits. Refer to Iterable’s documentation to ensure you stay within these limits.
Security: Keep your API key secure and do not share it. If you suspect it has been compromised, regenerate the key in your Iterable account.
Troubleshooting and Known Limitations
Common Issues:
If the connection fails, double-check that the API key is correctly copied and has the necessary permissions.
Ensure that your Iterable account has the correct access level for integration.
Known Limitations:
This integration supports syncing only email templates.
Supported file types and character limits depend on Iterable’s specifications.
Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.
Disconnecting or Removing the Integration
To safely disconnect or remove the Iterable integration, go to the “Integrations” section in Chamaileon Workspace settings.
Click on the Iterable card, select the desired variation, and click the red "Delete Variation" button.
Remember to remove access/authorization/API keys from Iterable as well.
Sync Email Designs with Iterable
From the email dashboard, click the "Sync" button in the email's menu.
Choose "Iterable" from the options list.
Customize your email template's settings, such as the subject line, preview text, template name, and message type (Transactional or Marketing) before clicking "Sync."
Attention!
Avoid editing the code directly in Iterable, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.
Syncing one template to multiple Iterable accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.
Summary
You have now successfully integrated Iterable with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.