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
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
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 |