Install Iterable on Zuddl

This article explains how to install the Iterable app on your Zuddl account.

Prerequisite

Before you get started with the installation, you must change certain settings in your Iterable dashboard. This is just a one-time setting that you must do only for the first-time registrant data is passed. This setting is required for Zuddl to create custom event in your Iterable account. 

1. Go to Menu > Scheme Data Management > User profiles.
2. Under Custom events, select 'Allow unrecognized custom events and event fields'.
3. Once the custom events ('Zuddl_Registrant_Status' and 'Zuddl_Event_Engagement') are created, you can change this setting back to its earlier option.

Installation

1. Log in to your Zuddl dashboard.
2. From the dashboard home page, go to Integrations > Iterable andClick View details.
   
   
3. On the Integration details page, click Install app.
   
   
4. Enter your authentication name and your server-side API key. 
   
   
   How to find server-side API key in Iterable?
   In Iterable, go to Integrations > API Keys. 
   
   
   
   
5. After you've successfully authenticated your account, your account name appears selected on the list of connected accounts. Click Finish.
   

User profile fields mapping

Mapping Zuddl fields to Iterable fields allows the registration data to flow from Zuddl to Iterable. All Zuddl registration fields (standard and custom) are captured as user profile fields in Iterable. In this mapping, you can map the standard registration fields in Zuddl to Iterable fields. To map fields

1. Click on the +Add fields button.
   
   Some default fields are already mapped and you cannot change the mapping for them.
2. Choose a Zuddl registration field from Zuddl fields dropdown and map it to a suitable Iterable field. 
3. Select an option from the Field update policy dropdown,
   •  Do not update
   • Always update
   • Do not update if the source is empty
   • Only update if target is empty
     
4. Select the disclaimer "I authorize Zuddl to create 'Custom Events' and 'Custom Event Fields if they don't exist' in Iterable.  
5. After you're completed the mapping step, click Finish and then click Confirm on the confirmation dialog box.
   

This completes the installation and organization-level field mapping. This creates the required custom events in Iterable. lYou can Edit the mapping anytime and if required, Uninstall the app.