Iterable Foundations Certification study materials
Iterable Foundations Certification study resources

Iterable Foundations Certification study plan

Iterable Foundations Certification · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Campaigns & Audiences

  • Map the full campaign creation workflow from list selection through send scheduling, writing each screen's required inputs in your own words

  • Differentiate one-off blast campaigns from recurring and triggered campaign types by listing the trigger condition and audience refresh behavior of each

  • Explain how audience segmentation criteria attach to a campaign and where they can diverge from a saved audience

  • Set up a test project and create three draft campaigns with distinct send schedules without launching them

Your checkpoint

A one-page campaign-type comparison table plus three saved draft campaigns annotated with the settings that distinguish them

Week 2

Campaigns & Audiences

  • Describe template and content composition for email, SMS, and push, including how personalization fields resolve at send time

  • Compare static, dynamic, and event-triggered segmentation logic and state when each is appropriate

  • Trace how an audience update propagates to a scheduled campaign that has not yet sent

  • Draft a send-time and frequency-capping checklist for a multi-channel campaign

Your checkpoint

A 500-word written walkthrough of one end-to-end campaign, from segment definition to delivery, with a labeled diagram

Week 3

Journeys & Campaigns

  • Diagram the journey building blocks: entry sources, wait steps, decision splits, message nodes, and exit rules

  • Distinguish journey entry restrictions from re-entry rules and predict which contacts qualify under each combination

  • Explain how a contact's journey state interacts with a campaign sent to the same audience

  • Build a three-step welcome journey in a sandbox and force a contact through every branch

Your checkpoint

A journey diagram with a written branch-by-branch test log showing which contacts entered, waited, or exited

Week 4

Journeys & Catalog

  • Explain how catalog items, item collections, and recommendation logic are referenced inside journey message nodes

  • Describe how catalog data feeds personalized recommendations and what happens when an item is unavailable or out of stock

  • Compare journey timing options such as delays, wait-until conditions, and time-zone-aware sends

  • Diagnose three common journey failure modes: contacts stuck at a wait, duplicate entry, and messages not sending

Your checkpoint

A troubleshooting matrix listing at least six journey failure symptoms, the likely cause, and the verification step

Week 5

Catalog & Insights & Analytics

  • Model a product catalog hierarchy with categories, variants, and attributes and explain how each level affects filtering

  • Describe how catalog events and browsing behavior update a contact's recommendation profile

  • Identify which metrics measure catalog-driven messages versus general campaign performance

  • Interpret a delivered-versus-opened funnel and separate content effects from deliverability effects

Your checkpoint

A catalog schema sketch with a short annotation of which attributes drive segmentation versus recommendation

Week 6

Insights & Analytics & Journeys

  • Define the core reporting metrics: sent, delivered, open, click, conversion, and unsubscribe, and state the denominator for each

  • Explain attribution windows and how changing the window changes the reported conversion count

  • Compare aggregate campaign reporting with journey-level and experiment-level reporting

  • Read a cohort-style report and explain why a later send can show a lower open rate without performing worse

Your checkpoint

A metric-definition glossary of at least ten terms, each with its formula and one misinterpretation to avoid

Week 7

Campaigns & Journeys & Audiences & Catalog & Insights & Analytics

  • Rehearse the full lifecycle: audience built, campaign or journey configured, catalog content attached, results measured

  • Complete a timed 60-question mixed practice set and tag every miss by domain

  • Rewrite your weakest five explanations from memory without notes

  • List the three domain areas where your practice accuracy stayed below 75 percent

Your checkpoint

A scored practice-set log with per-domain accuracy and a ranked list of remediation topics

Week 8

Campaigns & Journeys & Audiences & Catalog & Insights & Analytics

  • Close the remediation list by re-teaching each weak topic aloud in under two minutes

  • Take a second timed practice set and compare per-domain accuracy with week 7

  • Review every previously missed question and state the correct reasoning before checking the answer

  • Confirm logistics: exam format, time limit, and allowed reference materials

Your checkpoint

A final one-page cheat sheet of definitions, formulas, and decision rules you can review in ten minutes

Milestones

Week 2: You can describe a campaign from audience selection to delivery without notes and correctly predict send behavior for a scheduled campaign after an audience update

Week 4: You can trace a contact through every branch of a journey, including wait steps and exit rules, and diagnose at least three failure modes

Week 6: You can define every core metric with its denominator and explain how an attribution window changes reported conversions

Week 7: Mixed practice accuracy is at least 75 percent overall, with no single domain below 65 percent

Week 8: Second practice set shows improvement in every domain that was below 75 percent in week 7, and the cheat sheet is complete