Category Archives: iterable

How I manage my Iterable Catalogs using Google Sheets

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Calm’s dynamic emails leverage the Iterable Catalog feature extensively to keep campaigns evergreen and easy to maintain. I use it for a variety of use cases:

  • Email localization strings. Calm serves content in English, French, Spanish, Japanese, Korean, Portuguese, and German.
  • Content calendars. Calm has a variety of content that releases on a regular cadence including the Daily Calm and the Daily Trip.
  • Follow-up lessons. For special programs we send messages that remind listeners of key takeaways, lessons, or review material.
  • Top N lists. The most recent Catalog I added allows others to curate lists of top/new/hot/trending content.

I have been most tickled with my most recent effort to store Top-N lists (Top 10 newest music, Top 10 most popular, Top 5 fill-in-the-blank) in our Catalog because it streamlines our process for creating ad-hoc special announcement emails. Creating this did not require a lot of code and makes me wish I had thought of doing this earlier.

Google Sheet as Content Management System (CMS)

Using a Google Sheet shared with my colleagues allows us to have a mix of curated and automated feeds controlled by different:

Automated feeds:

  • the newest Sleep Stories for each language
  • the newest Music releases for each language
  • the newest Meditations for each language
  • 3 content types * 7 languages = 21 individual feeds

Curated feeds

  • featured English new releases
  • English-language blog content
  • special blocks for other departments to provide content (b2b, marketing, product, engineering)
The Sheet Tab name “konewSleep” becomes the name of the data feed in the Catalog. The sheet columns headers are key names of each object.

The Catalog

See how the Google Sheet columns map to JSON key names.

Retrieve and Render Iterable Catalog Data

Using a known key, such as ennewSleep I am able to retrieve the appropriate content for Korean language new Sleep Stories.

{{!-- look up new Sleep Stories in English (en) --}}
{{#catalog "Datafeeds" "ennewSleep" as |datafeed|}}
{{#lookup datafeed "programs" as |prog|}}
<h1>{{{ prog.title }}}</h1>
<p>{{{ prog.description }}}</p>
<hr />
{{/lookup}}
{{/catalog}}

Basic HTML result would be

<h1>Sleep story title 1</h1>
<p>Description of story 1</p>
<hr />
<h1>Sleep story title 2</h1>
<p>Description of story 2</p>
<hr />

Addendum: Roadblocks along the way

My initial intent for this project was to lean on Iterable Datafeeds and Google App Scripts to provide my dynamic data. I created a Google Apps Script to create a web app that would grab some API data, package it up into a more email-friendly rendering payload, and return JSON. I ran into 2 major problems while trying to set this up which eventually led to my Catalog solution.

First, I found out that I cannot change the user-agent HTTP header when using the UrlFetchApp library. UrlFetchApp sends something like Google/app-script-client when doing its HTTP fetch. I needed control of the user-agent header to pull the different language content from the API. My solution to this was to set up a free Netlify account that would proxy a request Google -> Netlify -> Calm. I created the proxy as a serverless function. This only took a couple of hours thanks to Netlify for its very developer-friendly deployment tools.

My second problem is that Google App Script only serves a few requests per second (expected). I was expecting to lean on the caching option in the Iterable datafeed fetcher. My theory was Iterable would hit my endpoint once and cache the response for 1 hour as described in their documentation. Despite several attempts at configuring the templates and datafeeds I could not get Iterable to cache my feeds properly. During campaign send time Iterable would hit my Google App Script hundreds of times per second and fail out due to rate limiting problems.

Figuring that the caching roadblock would be unsolvable on my own, I decided to use the Iterable Catalog solution instead. The Catalogs are useful because I don’t have to worry about maintaining uptime on the services but not as nimble as a API solution because I have to constantly sync my Google Sheet to the Catalog(s).

Iterable recipe: inject data from a custom event into userProfile for email template

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An email I’ve been working on needs to refer back to information from a previous event. 

... TEMPLATE ...

Hi {{firstName}}, 

Thank you for watching {{title of movie I watched}}!

... RENDERED ...

Hi Jeff, 

Thank you for watching STRANGER THINGS!

The problem here is that the I wanted to reference the title of a video that was watched in the past within a blast email. This is not possible without saving the information somewhere in Iterable. In my case I decided to store the data on the user’s profile.

To save data from an event onto the user profile I use a workflow and the Change Contact Field node.

The event data might look like this:

{
    "eventName": "Video : Watched",
    "eventType": "customEvent",
    "email": "<EMAIL_ADDRESS>",
    "dataFields": {
        "video_title": "Stranger Things",
    }
}
  1. Create workflow
  2. Add node “change contact field”
  3. In the CHANGE CONTACT FIELD node define the data I want to save in JSON format. 
{"video_title":"{{video_title}}"}
## (You should use better field names than this) ##

Now when the event comes through Iterable will replace the template variable with the new value on the user profile and thus making it accessible on any email template.

Here I can put the saved_program_title into the subject line or email template body using the Handlebars.