Iterable Integration
- 1 UltraCart + Iterable Integration (Marketing)
- 1.1 Introduction
- 1.2 Prerequisites
- 1.3 Accessing the Iterable Configuration
- 1.4 Step-by-Step Configuration
- 1.5 Core Integration Capabilities
- 1.5.1 1. Automated Purchase Tracking
- 1.5.2 2. Abandoned Cart Recovery
- 1.5.3 3. Shipment & Fulfillment Events
- 1.5.4 4. Product Review Requests
- 1.5.5 5. Rich Customer Profiles
- 1.5.6 6. SMS Marketing Support
- 1.5.7 7. Page View Tracking
- 1.5.8 8. Email Address Sync
- 1.5.9 9. Subscription & Recurring Order Intelligence
- 1.5.10 10. Marketing Attribution
- 1.6 How It Works
- 1.7 Supported Campaign Types
- 1.8 Configuration Options Summary
- 1.9 Troubleshooting
- 1.9.1 Lists Not Appearing
- 1.9.2 Events Not Sending
- 1.9.3 SMS Not Working
- 1.10 Conclusion
- 1.11 Next Steps
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) → IterableStep-by-Step Configuration
1. Create or Access Your Iterable Account
Navigate to Iterable and sign up or log in.
Go to:
Account → Settings → API KeysCopy your Private API Key
2. Configure Iterable in UltraCart
Navigate to:
Main Menu → Marketing → IterableEnter your API Key
Configure the following options:
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 |
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 |
|---|---|---|
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 |
|---|---|
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