Iterable Professional Services Packages

Last Updated: July 3, 2024

Here at Iterable, we know that a growth marketing platform is a critical part of your marketing technology stack, and your business. Our Professional Services team of experts, combined with our Implementation Services Packages, are designed to ensure that you have an outstanding customer experience through the stages of your Iterable implementation: Initiation, Planning, Execution, and Closing.

Our Professional Services team will provide you implementation/integration/migration consulting, product training, best practice recommendations, go-live guidance, and project management via recurring, remote consulting meetings—and onsite consulting when possible—to achieve the goals of your implementation.

Bronze Implementation Package

Activities and Outcomes

The Bronze Implementation Package includes:

• Unlimited access to the Iterable Academy
• Up to 18 hours within 3 months for consulting sessions, project management meetings, and customer communication focused on the following topics:
  • Milestone meetings and related document deliverables: Kickoff, Project Workbook and Project Schedule, Project Set Up, and Project Hand-Off and Recommendations
  • Initiation and Planning:
    • Project Kickoff
    • Project schedule
    • Campaign migration planning
    • Data schema planning and preparation
    • Third party integration planning and preparation
  • Execution:
    • Iterable org and project setup
    • Set up and guidance for message channels to be used during the implementation project: email and SMS/long-code for one company, business unit, or brand
    • Shared IP warm up plan, schedule, and metrics review
    • Go-Live Guidance: Understanding and guiding your use cases, ongoing training and expert guidance on message templates, personalization, campaigns, workflows, lists, segments, experiments, and reports
  • Closing: Summarize the outcomes of your implementation, review future plans, provide recommendations, and hand off to your Customer Success Manager

Deliverables

• Kickoff document to align on key areas of your implementation project: goals, team roles, project scope, project timeline, technical landscape, and support resources
• Data Migration Guide
• Project Workbook document: Project Schedule, Campaign Planner, Data Schema, and Warm Up Questionnaire
• Project Set Up document: Org and Project Setup, Member Accounts, Data Schema and Integration, Templates/Campaigns/Workflow/Reporting/Experiments Overview
• Project Hand-Off and Recommendations document

Schedule

• Typical weekly schedule: Customer meets weekly for consulting and project status calls with one-off meetings as needed.
• Typical project schedule duration: up to 90 calendar days.
• Schedules vary based on your resources and availability.

Terms of Hours

• Delivery of the Project Hand-off and Recommendations document signifies the implementation is complete.
• Customer may purchase additional implementation consulting hours at any time.
• Extension hours purchased are valid through the co-termed service period.

Silver Implementation Package

Activities and Outcomes

The Silver Implementation Package includes:

• Unlimited access to the Iterable Academy
• Up to 32 hours within 4 months for consulting sessions, project management meetings, and customer communication focused on the following topics:
  • Milestone meetings and related document deliverables: Kickoff, Project Workbook and Project Schedule, Project Set Up, and Project Hand-Off and Recommendations
  • Initiation and Planning:
    • Project Kickoff
    • Project schedule
    • Campaign migration planning
    • Data schema planning and preparation
    • Third party integration planning and preparation
  • Execution:
    • Iterable org and project setup
    • Set up and guidance for message channels to be used during the implementation project: email, mobile push, in-app, SMS, or web push
    • Shared IP warm up plan, schedule, and metrics review
    • Dedicated IP setup and warm up (when dedicated IPs are purchased)
      • Scope sending domain(s) and dedicated IP usage
      • Create and consult on warm up plan and schedule
      • Configure and validate sending infrastructure
      • Review delivery metrics and create reports during warm up phase
    • Go-Live Guidance: Understanding and guiding your use cases, ongoing training and expert guidance on message templates, personalization, campaigns, workflows, lists, segments, experiments, and reports
  • Closing: Summarize the outcomes of your implementation, review future plans, provide recommendations, and hand off to your Customer Success Manager

Deliverables

• Kickoff document to align on key areas of your implementation project: goals, team roles, project scope, project timeline, technical landscape, and support resources
• Data Migration Guide
• Project Workbook document: Project Schedule, Campaign Planner, Data Schema, and Warm Up Questionnaire
• Project Set Up document: Org and Project Setup, Member Accounts, Data Schema and Integration, Templates/Campaigns/Workflow/Reporting/Experiments Overview
• Project Hand-Off and Recommendations document

Schedule

• Typical weekly schedule: Customer meets weekly for consulting and project status calls with one-off meetings as needed.
• Typical project schedule duration: up to 120 calendar days.
  Schedules vary based on your resources and availability.

Terms of Hours

• Delivery of the Project Hand-off and Recommendations document signifies the implementation is complete.
• Customer may purchase additional implementation consulting hours at any time.
• Extension hours purchased are valid through the co-termed service period.

Gold Implementation Package

Activities and Outcomes

The Gold Implementation Package includes:

• Unlimited access to the Iterable Academy
• Up to 80 hours within 6 months for consulting sessions, project management meetings, and customer communication focused on the following topics:
  • Milestone meetings and related document deliverables: Kickoff, Discovery Workshop, Project Workbook and Project Schedule, Project Set Up, and Project Hand-Off and Recommendations
  • Initiation and Planning:
    • Project Kickoff
    • Discovery Workshop
    • Project schedule
    • Campaign migration planning
    • Data schema planning and preparation
    • Third party integration planning and preparation
  • Execution:
    • Iterable org and project setup
    • Set up and guidance for message channels to be used during the implementation project: email, mobile push, in-app, SMS, or web push
    • Shared IP warm up plan, schedule, and metrics review
    • Dedicated IP setup and warm up (when dedicated IPs are purchased)
      • Scope sending domain(s) and dedicated IP usage
      • Create and consult on warm up plan and schedule
      • Configure and validate sending infrastructure
      • Review delivery metrics and create reports during warm up phase
    • Go-Live Guidance: Understanding and guiding your use cases, ongoing training and expert guidance on message templates, personalization, campaigns, workflows, lists, segments, experiments, and reports
  • Closing: Summarize the outcomes of your implementation, review future plans, provide recommendations, and hand off to your Customer Success Manager

Deliverables

• Kickoff document to align on key areas of the implementation project: goals, team roles, project scope, project timeline, technical landscape, and support resources
• Data Migration Guide
• Discovery Workshop document
• Project Workbook document: Project Schedule, Campaign Planner, Data Schema, and Warm Up Questionnaire
• Project Set Up document: Org and Project Setup, Member Accounts, Data Schema and Integration, Templates/Campaigns/Workflow/Reporting/Experiments Overview
• Project Hand-Off and Recommendations document

Billable Resources

• Implementation Consultant
• Project Manager
• Technical Consultant (as needed)

Schedule

• Typical weekly schedule: Customer meets weekly for consulting and project status calls with one-off meetings as needed.
• Typical project schedule duration: up to 180 calendar days.
• Schedules vary based on your resources and availability.

Terms of Hours

• Delivery of the Project Hand-off and Recommendations document signifies the implementation is complete.
• Customers may purchase additional implementation consulting hours at any time.
• Extension hours purchased are valid through the co-termed service period.

Diamond and Platinum Implementation Packages

Activities and Outcomes

The Platinum Implementation Package includes:

• Unlimited access to the Iterable Academy
• Up to 140 hours (Platinum) or the number of scoped hours (Diamond – as referenced in the description of the implementation package product description on the Sales Order form) within 9 months for consulting and project management meetings and customer communication focused on the following topics:
  • Milestone meetings and related document deliverables: Kickoff, Discovery Workshop, Project Workbook and Project Schedule, Project Set Up, and Project Hand-Off and Recommendations
  • Initiation and Planning:
    • Project Kickoff
    • Discovery Workshop
    • Project schedule
    • Campaign migration planning
    • Data schema planning and preparation
    • Third party integration planning and preparation
  • Execution:
    • Iterable org and project setup
    • Set up and guidance for message channels to be used during the implementation project: email, mobile push, in-app, SMS, or web push
    • Shared IP warm up plan, schedule, and metrics review
    • Dedicated IP setup and warm up (when dedicated IPs are purchased)
      • Scope sending domain(s) and dedicated IP usage
      • Create and consult on warm up plan and schedule
      • Configure and validate sending infrastructure
      • Review delivery metrics and create reports during warm up phase
    • Go-Live Guidance: Understanding and guiding your use cases, ongoing training and expert guidance on message templates, personalization, campaigns, workflows, lists, segments, experiments, and reports
  • Closing: Summarize the outcomes of your implementation, review future plans, provide recommendations, and hand off to your Customer Success Manager

Deliverables

• Kickoff document to align on key areas of the implementation project: goals, team roles, project scope, project timeline, technical landscape, and support resources
• Data Migration Guide
• Discovery Workshop document
• Project Workbook document: Project Schedule, Campaign Planner, Data Schema, and Warm Up Questionnaire
• Project Set Up document: Org and Project Setup, Member Accounts, Data Schema and Integration, Templates/Campaigns/Workflow/Reporting/Experiments Overview
• Project Hand-Off and Recommendations document

Billable Resources

• Implementation Consultant
• Project Manager
• Technical Consultant (as needed)

Schedule

• Typical weekly schedule: Customer meets weekly for consulting and project status calls with one-off meetings as needed.
• Typical project schedule duration: up to 270 calendar days.
• Schedules vary based on your resources and availability.

Terms of Hours

• Delivery of the Project Hand-off and Recommendations document signifies the implementation is complete.
• Customers may purchase additional implementation consulting hours at any time.
• Extension hours purchased are valid through the co-termed service period.