To export a version to Iterable you will need to select the Project, Mailing and finally the Version you would like to export. You can export from the Mailing level, Version level or from the visual editor.
- In Taxi, head to your Home screen
Select the Project that contains the version you want to export
- Select the Mailing
If you are Admin you can select the Kebab menu and select 'Export' on the mailing level
- After selecting the Mailing you will see the Versions page
Select the 'Export Mailing' option on the right-hand side of the screen under the Exports section. Alternatively select the version you want to export to open it in the visual editor
- In the visual editor, select 'Export Mailing'
5. On the Export page, scroll to ESP connectors
Select your Iterable connector
6. Select 'Create a new email' or 'Update an existing email'
When you select 'Create a new template' you will see the options 'Create a campaign linked to an Iterable template' and 'Create a transactional template'
If you select 'Create a transactional template' when the export completes the message type will be set to: Transactional Message
Taxi creates a base template in Taxi. Base templates are the building blocks for campaigns, but when you associate a base template with a campaign, Iterable automatically creates a new template (called a campaign template).
These new campaign templates are now associated with your campaign so that we can keep metrics based on the newly created template ID.
It also allows you to keep your base template in whatever format you would like, and edit the campaign templates for those specific sends.
You can read more about base templates here
If you choose to create a campaign, it also creates a campaign template as well as the base template.
7. Under the Segmentation section
You can select if you want to export one version or Send different versions to different segments or address books.
Select 'Use Locales' to map each Iterable Locale to a Taxi Version. Locales in Iterable enable you to create multiple versions of a template to send different translations of an email. Find out more information here
When choosing this option you can map the versions you have in your mailing to the locales you have in your Iterable account.
Locales need to be set up in your connector settings page. If none is selected no export will take place for that version
8. Click 'Start Export'
You will see a green banner when your export is complete and you can open your exported email in Iterable from Taxi
Setting up the Iterable connector |