Marketing automation that acts the moment your customers do.
Automate personalized journeys across email, SMS, RCS, push, and in-app, built on the data you already have and launched without waiting on engineering.
Marketing Automation Overview
What is marketing automation software?
Marketing automation software uses customer data, rules, and AI to send the right message at the right moment, without a marketer pressing send. But it means very different things depending on who you sell to. For B2B teams, it has traditionally meant email drips that nurture leads toward a sales handoff. For consumer brands, it means reacting to signups, purchases, and drops in activity, on the channel each customer prefers. The result is personalized lifecycle marketing that runs at scale.
Your customers move fast. Your automation shows up late.
Messages arrive too late
Batch schedules and nightly syncs mean your message lands after the customer has moved on.
Channels work in silos
Email, push, and SMS run in separate tools, so insights stay trapped and customers feel the gaps.
Every change needs an engineer
When every new segment waits on engineering, good ideas die in the backlog.
How Iterable turns customer signals into automated journeys.
Iterable connects your customer data, journeys, and AI in one platform, so every automated message reflects what each customer is doing right now, across every channel you use.
Connect your data
Stream app and site events through Iterable’s APIs, SDKs, and native integrations, so journeys trigger right as a customer acts. Sync profiles and catalogs from your data warehouse, including Snowflake, BigQuery, Databricks, and Redshift, or through the reverse ETL tools you already use.
Orchestrate journeys
Build triggered, branching journeys in one visual Studio across email, SMS, push, in-app, and more. Update a live journey without rebuilding it, and coordinate one-off campaigns alongside always-on programs.
Set the goals. Let AI decide.
You set the goals and the guardrails, from brand standards to frequency caps. Nova Intelligence picks the best send time, channel, and frequency for each person to reach those goals, and every decision it makes is explainable.
Marketing automation tools that work together, in one platform.
Cross-channel journeys
Run every lifecycle program, from onboarding to win-back, across email, SMS, push, and in-app from one place, with each journey adapting as customers act.
Templates and dynamic content
Build newsletters, promotions, and breaking-news alerts from reusable templates and dynamic content blocks that fill in for each reader
1:1 personalization
Make every message feel written for one person using profile and catalog data, with AI that helps build the personalization logic for you.
Real-time audiences
Build dynamic segments from behavioral, demographic, and custom event data in a no-code builder, with AI that explains complex audience logic in plain language.
Experimentation
Test subject lines, content, and send times in your campaigns, then roll out winners with confidence.
Insights and analytics
See which campaigns and journeys drive conversions and revenue with dashboards, custom reports, and campaign attribution, plus alerts when performance shifts.
USE CASES
Marketing automation for every stage of the lifecycle.
Awareness & acquisition
Turn first-party data into audiences and welcome new subscribers right as they sign up.
Activation & onboarding
Trigger onboarding paths based on what each new user actually does, and step in when they stall.
Lifecycle engagement
Keep customers engaged with journeys that adapt as their behavior changes.
Upsell & cross-sell
Recommend the next product or plan based on what each customer has bought and browsed.
Retention & winback
Spot early signs of disengagement and trigger win-back journeys on the channels each customer prefers.
Personalized promotions
Reach customers when they’re most likely to convert while frequency caps protect list health.
The results of marketing automation that acts in the moment.
4x revenue from new-member onboarding
By testing and optimizing its new-member onboarding sequence in Iterable, Calm shortened it from 27 days to 15, and revenue from the sequence grew 4x.
72% lift in agent meetings
Redfin used Predictive Goals to spot high-intent home buyers, so agents could reach out first instead of waiting.
50% of business driven by Iterable Dynamic Journeys
“Depending on the market, almost 50% of our business comes from their repeat offers, and the engine for that is Iterable.”
Joey Soriano, Head of Lifecycle Marketing, Opendoor
Why Iterable?
Run your strategy your way, with AI doing the everyday work.
AI that works for you.
Nova takes on everyday tasks like analysis, QA, and building segments, and always-on agents watch performance between campaigns, so your time goes to the strategy.
Move as fast as your ideas.
Build, test, and launch audiences, journeys, and personalization yourself, so good ideas go live while they still matter instead of waiting on technical teams.
Flexibility by design, supported at every step.
Iterable works with your data as it’s structured and the stack you’ve chosen, and our team and partners stay with you from onboarding and migration through every program after.
See marketing automation built around your use cases.
Here’s what to expect in your demo.
Your Iterable demo agenda
Your stack and goals
Tell us about your current stack and what you want automation to do better.
Your use cases, live
See journeys, campaigns, and AI built around your own use cases.
A clear path forward
Leave knowing how Iterable would fit your data, team, and channels.
COMMON QUESTIONS
Marketing automation FAQs
Marketing automation software uses customer data, rules, and AI to send personalized messages automatically when customers take, or don’t take, specific actions. It replaces one-size-fits-all batch sends with journeys that respond to each person.
A trigger starts the automation (for example, a signup or an abandoned cart). Conditions decide who qualifies and which path they take. Actions send the message on the right channel, then the journey waits, branches, or ends based on what the customer does next. In Iterable, AI can choose the timing, channel, and frequency for each person.
An email service provider (ESP) focuses on creating and delivering email. Marketing automation coordinates many channels from shared customer data. Iterable does both: it’s a full-featured ESP and a cross-channel marketing automation platform.
Yes. Iterable’s reverse ETL syncs from Snowflake, BigQuery, Databricks, Redshift, and more on a schedule, and Iterable’s APIs handle real-time events.
Start with three questions: Can it act on customer behavior in real time? Can your marketers build and change journeys without engineering? Does it work with the data and channels you already have? Then ask for proof from brands like yours.
Iterable’s services team helps plan and run the move, from connecting your data to launching your first programs. Customer data can come straight from your warehouse through Smart Ingest or through Iterable’s APIs. If you send email from a dedicated IP, plan for a warm-up period of about six weeks. Overall timelines depend on your data, channels, and how many programs you bring over.
Pricing is tailored to each brand based on factors like the size of your audience, the channels you use, and the features you need. Request a demo and our team will put together a quote for your program.
Get a demo built around your data, channels, and use cases.