Exporting your emails to Iterable

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Overview of the Iterable Connector for Emails

RGE Studio now offers an Iterable connector, allowing you to easily export email designs from RGE Studio directly to your Iterable account. This integration simplifies the workflow for marketing teams in industries like healthcare, pharma, e-commerce, and customer onboarding who rely on both RGE Studio for design and Iterable for email marketing automation.

The Iterable connector simplifies the process of exporting email templates, eliminating the need for manual HTML downloads and imports. With just a few clicks, you can send emails from RGE Studio to Iterable, enabling faster and more efficient email campaign management.

If you prefer a more visual tutorial, check out our RGE Studio Academy tutorial on connecting to your Iterable account.

Prerequisites

Before getting started with the Iterable connector, make sure you have the following:

• An RGE Studio account with a completed email design.
• An Iterable account with an active API key. You will need this key to connect your accounts.

Create an API key in Iterable

Here’s how you can create an API key in Iterable:

1. Navigate to the API Key section: Go to Settings and select API Keys.
2. Create a Server-Side Key: Once you're in the API Keys section, click on Server-side keys and follow the instructions to create a new key.
3. Important Consideration: The API key is only visible the first time you create it. After that, you won’t be able to see it again. So, make sure to immediately copy the key and paste it into RGE Studio or store it somewhere secure. If you lose the key, you won’t be able to retrieve it—you’ll need to create a new one.
4. For more steps and details: For further information on creating an API key, you can reference the Iterable documentation on API Keys and server-side keys.

Note: Be sure to always copy and store your key securely right after creation.

How to Connect to the Iterable Connector

You can connect your RGE Studio account to Iterable either through your Workspace settings or directly through the Export options.

Workspace Settings

Follow these steps to connect through your Workspace settings:

1. Log in to your RGE Studio account.
2. Navigate to Settings from the top bar or sidebar, depending on your layout.
3. Click the Connectors tab.
4. Find the Iterable connector in the list and click Connect.
5. You will be prompted to enter your Iterable API Key. Once entered, you’ll see a confirmation that the connection was successful.

Export Button

You can also connect to Iterable directly from your email design:

1. Log in to your RGE Studio account and open the email design you wish to export.
2. After making any necessary changes, click Export on the upper-right side of the screen.
3. Select Integrations from the popup options.
4. Choose the Iterable connector from the list.
5. If it’s your first time connecting, you will be prompted to enter your Iterable API Key. After this, a confirmation message will appear, indicating that your RGE Studio account is now connected to Iterable.

After you've successfully connected your Iterable account to your RGE Studio, you can begin exporting your emails to Iterable. The following section provides steps on how to achieve this.

How to Export Emails to Iterable

Once your RGE Studio account is connected to Iterable, exporting your emails is quick and easy:

1. Open the email design in RGE Studio that you’d like to export.
2. After making and saving any final adjustments, click Export.
3. Select Integrations and choose the Iterable connector.
4. Once you confirm the export, you’ll receive a message that the email has been successfully exported to Iterable.
5. Click the redirect link in the export modal to access your email in Iterable's Drag and Drop editor instantly.

The following image displays the confirmation message to export your email design to Iterable.

Once you export your email to Iterable, you will be redirected to your design within Iterable's builder. You can edit your design directly within the Iterable interface and save them to your design. The following image displays how an exported RGE Studio email design looks within Iterable.

If you’d like to reference your RGE Studio emails in Iterable, you can find them in the Iterable Content>Templates section in the Drag and Drop editor. The following image displays the Iterable Content>Templates section where your RGE Studio designs are located.

Update Existing Emails

RGE Studio also allows users to update existing email templates in Iterable. Follow these steps to re-export and update an existing email template:

1. Open the email design in RGE Studio that you wish to update.
2. After making your changes, click Export.
3. Select the Update Existing option to overwrite the previous version of the email template in Iterable.

The updated email will retain any changes you made, including HTML, subject line, preheader, and UTMs.

Important Considerations

• Iterable requires certain mandatory fields, such as an unsubscribe link, to be included in every email. RGE Studio will prompt you to an error message if these fields are missing before export.
• Once an email is exported, you can edit the email within Iterable's Drag and Drop editor.