Introduction to Iterable

Iterable is a comprehensive marketing automation platform designed to help businesses create, execute, and optimize cross-channel campaigns. It empowers marketing teams to develop personalized messaging and orchestrate customer journeys seamlessly across email, SMS, push notifications, and more.

ID Verification for Iterable Users: The Power of IdentityCheck

By integrating IdentityCheck with Iterable through Zapier, businesses can streamline their ID verification process. This ensures that marketing communications are not only targeted but also secure and compliant. Here are a few ways this integration can be beneficial:

• Onboarding Verification: Automatically verify new user identities during the onboarding process.
• Secure Transactions: Ensure that transactions initiated through your campaigns are secure by validating user identities.
• Compliance Management: Maintain regulatory compliance by verifying users’ identities before sending promotional material.

Setting Up IdentityCheck and Iterable Integration

Follow these steps to set up the integration between IdentityCheck and Iterable:

1. Sign Up for Zapier: Ensure you have active accounts with Zapier, Iterable, and IdentityCheck.
2. Connect Accounts: Log in to your Zapier account. Navigate to “My Apps” and connect your Iterable and IdentityCheck accounts.
3. Create a New Zap: Click on “Create Zap” in Zapier.
4. Select Trigger App: Choose Iterable as the trigger app and select the appropriate event that will initiate ID verification, such as a new contact added.
5. Configure Action: Choose IdentityCheck as the action app. Specify what action IdentityCheck should perform, like verifying the ID of the new contact.
6. Map Data Fields: Map the necessary information from Iterable to IdentityCheck to ensure that the data flows correctly between the two apps.
7. Test the Zap: Perform a test to ensure that the integration works as expected.
8. Activate the Zap: Turn on your Zap to enable the automated ID verification process.

Using IdentityCheck Within Iterable

Once the integration is set up, using IdentityCheck within Iterable is straightforward:

1. Initiate Campaigns: Create and initiate your marketing campaigns within Iterable as usual.
2. Trigger Verification: When a specified event (like adding a new contact) occurs, it triggers the IdentityCheck process automatically via Zapier.
3. Review Results: Access the verification results within your IdentityCheck dashboard or set up automated actions based on the verification outcomes.
4. Take Action: Based on the verification results, determine the next steps in your campaign, such as sending a welcome email or flagging an account for review.

Conclusion

Integrating IdentityCheck with Iterable using Zapier adds a crucial layer of security and compliance to your marketing efforts. Not only does it automate the ID verification process, but it also ensures that your communications remain targeted and secure. Follow the setup instructions, and start leveraging this powerful integration to enhance your customer engagement today.