Iterable Foundations Certification study plan
Iterable Foundations Certification · Give each week a clear focus.
8 weeks · About 7 hours per week
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
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
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
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
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
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
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
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