Iterable

Iterable is a cross-channel marketing-automation platform popular with B2C brands for lifecycle email, SMS, push, and in-app messaging. Advanced Form Integration sends form submissions to Iterable as new users.

What you’ll need

• An active Iterable account.
• An Iterable API key with Server-side access type (Integrations → API Keys → New API Key).
• The Advanced Form Integration plugin installed and activated.

Connect Iterable to AFI

1. In WordPress, go to AFI → Settings → Iterable.
2. Paste the API key and click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Iterable.
4. In Task, choose Update User.
5. Map the form fields:

• Email (required), First Name, Last Name, Phone Number.
• User ID (Iterable’s external identifier, if your app uses one).
• Subscribed Message Type IDs for opt-in management.
• Custom user data fields by name (Iterable’s user-data is schemaless; any field maps).

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Subscribe the user to your “Promotional” message type only when the form’s marketing_consent checkbox is checked. Submitters without consent are still upserted but skip the subscription.

Related docs

• Send Contact Form 7 to Iterable
• Conditional Logic