Iterable Integration

Iterable Integration

UltraCart + Iterable Integration (Marketing)

Introduction

The UltraCart + Iterable integration connects your storefront to a powerful cross-channel marketing automation platform, enabling real-time, behavior-driven messaging across email, SMS, and other channels.

This integration automatically synchronizes customer activity, order data, and engagement signals into Iterable—allowing you to build personalized campaigns without manual exports or data transformation.

Note: This document has been updated to incorporate full integration capabilities including SMS support and advanced event tracking based on the Iterable integration specification .


Prerequisites

Before configuring the integration:

  • An active UltraCart account

  • An active Iterable account

  • Access to your Iterable API Key

  • Appropriate permissions to configure marketing integrations in UltraCart


Accessing the Iterable Configuration

Navigation:

Main Menu → Operations → Marketing → 3rd Party Email (tab) → Iterable
image-20260319-133716.png

 


Step-by-Step Configuration

1. Create or Access Your Iterable Account

  1. Navigate to Iterable and sign up or log in.

  2. Go to:

    Account → Settings → API Keys
  3. Copy your Private API Key


2. Configure Iterable in UltraCart

  1. Navigate to:

    Main Menu → Marketing → Iterable
  2. Enter your API Key

  3. Configure the following options:

Setting

Description

Setting

Description

API Key

Your Iterable private API key

Send Regular Events

Enables purchase, shipment, and customer events

Send Return Cart Events

Enables abandoned cart tracking

Item Thumbnail Size

Image size used in emails/SMS

Trigger Return Cart Event After

Delay before sending cart event

Abandon Cart After

Time threshold to mark cart abandoned

  1. Click Save

Tip: After saving, return to the screen to map customers to Iterable lists.


3. Configure Subscriber Lists

  • Select which Iterable lists customers should be added to

  • UltraCart supports:

    • Subscribe

    • Unsubscribe

    • Behavioral auto-enrollment

Important: UltraCart integrates with Iterable Lists, not Segments .


Core Integration Capabilities

1. Automated Purchase Tracking

  • Sends complete order data in real-time:

    • Order ID, totals, timestamps

    • Line items (SKU, price, quantity, image, URL)

    • Customer details and addresses

    • UTM attribution data

Enables:

  • Post-purchase flows

  • Cross-sell / upsell campaigns

  • Revenue attribution


2. Abandoned Cart Recovery

  • Sends cart contents when checkout is not completed

  • Includes:

    • Product details

    • Customer info

    • Return-to-cart link

Enables:

  • Email + SMS cart recovery campaigns

  • Behavioral list enrollment


3. Shipment & Fulfillment Events

  • Sends fulfillment data when orders ship:

    • Tracking numbers

    • Order contents

    • Subscription indicators

Enables:

  • Shipping notifications

  • Delivery follow-ups

  • Reorder and replenishment flows


4. Product Review Requests

  • Automatically identifies unreviewed products

  • Generates secure review links

Enables:

  • Targeted review campaigns

  • Increased social proof


5. Rich Customer Profiles

Each event updates the customer profile with:

  • Contact info (email, phone in E.164 format)

  • Address data

  • Calculated metrics:

    • Lifetime value

    • Purchase count

    • Average order value

  • SMS opt-in status

Enables:

  • Advanced segmentation

  • VIP targeting

  • Personalized messaging


6. SMS Marketing Support

The integration fully supports SMS campaigns:

  • Phone numbers are normalized to E.164 format

  • SMS opt-in status is tracked and synced

  • Events can trigger:

    • Abandoned cart SMS reminders

    • Shipping notifications

    • Promotional campaigns

Enables:

  • Cross-channel marketing (email + SMS)

  • Higher engagement and conversion rates

Note: SMS campaigns require proper opt-in compliance and configuration within Iterable.


7. Page View Tracking

  • Tracks browsing activity and page visits

  • Associates activity with customer profiles

Enables:

  • Browse abandonment campaigns

  • Interest-based targeting


8. Email Address Sync

  • Automatically syncs email updates between UltraCart and Iterable


9. Subscription & Recurring Order Intelligence

  • Detects:

    • Subscription orders

    • Rebill events

Enables:

  • Renewal reminders

  • Subscription lifecycle messaging

  • Churn prevention campaigns


10. Marketing Attribution

Tracks full attribution data:

  • UTM Source, Campaign, Medium, Term, Content, ID

  • Iterable campaign/message IDs

Enables:

  • Closed-loop revenue attribution

  • Campaign performance optimization


How It Works

The integration operates automatically and asynchronously:

Event

Trigger

Action

Event

Trigger

Action

Order Placed

Checkout complete

Sends full order data

Cart Activity

Cart updated/abandoned

Sends cart event

Order Shipped

Shipment recorded

Sends fulfillment + review data

Note: Processing is asynchronous and does not impact checkout performance .


Supported Campaign Types

This integration enables:

  • Post-purchase email campaigns

  • Abandoned cart recovery (email + SMS)

  • Shipping and delivery notifications

  • Product review requests

  • Cross-sell / upsell campaigns

  • Customer win-back campaigns

  • VIP / loyalty messaging

  • Subscription lifecycle messaging

  • Browse abandonment campaigns

  • SMS campaigns for opted-in customers

  • Revenue attribution reporting


Configuration Options Summary

Category

Options

Category

Options

Event Control

Enable/disable event types

Timing

Cart abandonment delays

Media

Product image sizing

Lists

Subscriber list mapping

Channels

Email + SMS support


Troubleshooting

Lists Not Appearing

  • Ensure API key is correct

  • Confirm lists exist in Iterable (not segments)

Events Not Sending

  • Verify event toggles are enabled

  • Check integration logs (Reporting → Integration Logs)

SMS Not Working

  • Confirm:

    • Phone numbers are valid (E.164 format)

    • Customer has opted in

    • Iterable SMS is configured


Conclusion

The UltraCart + Iterable integration provides a fully automated, real-time marketing data pipeline that powers advanced, cross-channel campaigns.

With support for email, SMS, behavioral triggers, and attribution tracking, merchants can deliver highly personalized experiences that drive engagement and revenue.


Next Steps

  • Configure your first abandoned cart campaign

  • Build a post-purchase flow

  • Enable SMS campaigns for opted-in users

  • Use Iterable segmentation for VIP targeting

  • Review performance using attribution data