Iterable

Overview

Customer Engagement for the Modern Marketer. An integrated, cross-channel platform—built for marketers, trusted by engineers, designed with intelligence.

How does it work?

1. User clicks on a link in an email from their mobile mail client (Gmail, Apple Mail, etc.)
2. If the user has the app installed and the link has a corresponding screen in the app, the app will open and deep link the user to the right content.
   • Ex. Product detail page, category shopping page, etc.
3. If the user does not have the app installed or the link only corresponds to a screen on the web, the user is routed to the website using their default mobile web browser.
   • Ex. Unsubscribe link, privacy policy, etc.

Prerequisites

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Required Roles

Branch's Universal Email requires the following roles involved in order to enable:

• Developers
• CRM/Email Team
• Iterable Account Manager / Support Team

In order to enable Iterable, you need to have completed the following:

1. Admin access to your Branch Dashboard.
2. Have Branch's Engagement product enabled for your Branch Account.
3. Implemented the Branch SDK into your mobile app (iOS | Android)
   • Set Up Deep Link Routing. How your mobile app routes to in-app content will determine how you will create and tag your Branch Links.
     • Build custom routing inside the routing callback
     • Let Branch use your existing deep link routing
   • Track events
4. Obtained or set up your Iterable click tracking domain (CTD). Reach out to your Iterable account manager for assistance on this.

Enable Iterable

Connect Iterable Service in Branch

In the Branch Dashboard in Email → Manager tab, find Iterable and click Enable

Input Click Tracking Domain

Click tracking domains allow you to track engagement on email opens and link clicks.

The Iterable integration requires you provide the following:

• Click Tracking Domain - The domain you use with Iterable for links in emails

For additional help, please see Iterable's documentation.

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Click Tracking Domain

• Remove https:// when adding your click tracking domain.
• Never add the same CTD to both your Live and Test Branch environments.
• You can enable the integration with multiple CTDs, if needed, but you cannot add the same CTD to multiple Branch Dashboards or ESP integrations.

Configure your App

Add your Iterable CTD to your Associated Domains

For your iOS App, you must add the CTD to the Associated Domains. Additional details can be found here.

Add Handle Web-Only Content App Code

If you have links to content that exist only on the web and not in the app (for example, a temporary marketing webpage that isn't in the app), then this code snippet will ensure all links that have not had deep linking script applied will open in a browser. Details can be found here.

Return YES to continueUserActivity

Additionally, you will need to add the CTD to your iOS app's info.plist file. Additional details can be found here.

Point DNS CNAME to Branch

Please follow your web hosting provider’s instructions on how to configure your DNS CNAME.

Update the DNS CNAME and point it to thirdparty.bnc.lt. Once the CNAME record is added, please allow up to an hour for Branch to generate SSL and AASA files for your click tracking domain.

Important CNAME Info

• The Branch dashboard must be enabled & reflect the CTD AFTER you add the CNAME.
• If the CTD already has SSL setup, confirm if your security credentials allow a 3rd party to submit a CSR on behalf of the domain. If not, contact Branch's Support team, to coordinate providing an SSL certificate manually to Branch.
• Once the CNAME is added, Branch auto-generates an SSL certificate and AASA file for your click tracking domain. It may take up to an hour to resolve SSL errors once you change the CNAME. During this time, link redirects on the click tracking domain will redirect to the Default URL you provided in the General Configuration section of your account.
• If you are making this change to a live domain with active email click traffic, schedule the CNAME change to occur during an off-hours time with low click traffic.

Add Branch Links to your Emails

The Iterable integration includes automatic link recognition; this means you do not have to individually tag each link you use in your emails as you would with the legacy Iterable integration.

However, to use this feature for iOS apps, you must set up iOS Universal links in your Iterable account.

Analytics on the Branch Dashboard

To see how the email campaigns have performed and break it down into campaigns, it is very essential to tag your email links with the ~campaign tag. If your team uses UTM tags, Branch will also ingest the UTM_campaign tag. This will help dedupe the numbers and hence see the downstream events. You can add the campaign tag in any comparisons and filters in any Dashboard views.