How to update an Iterable pipeline's connection

While working with Digioh pipelines to integrate with Iterable, you may eventually find yourself needing to update an existing pipeline to use a new connection. For example, if you have a sandbox project where you first tested a pipeline, and you're now ready to flip the switch and push it live to production.

This guide will walk you through the process of creating a new Iterable connection and updating an existing pipeline to use it.

Creating a new connection

Before creating the new connection, you'll need the Iterable API Key. If you don't already have the key, you can refer to this page for instructions on how to create a new Server-Side API key.

Once you have the API key, log in to your Digioh account and go to Integrations > Integrations. You should see a list of all your connected integrations and pipelines. Find one of your existing Iterable connections in the list and click on it.

Digioh Integrations page with the Iterable connection card (ID#79619) highlighted in red among other connected integrations.

This will open the Iterable Connections page, where you will see your existing connection and any Iterable pipelines you've created:

Digioh Iterable Connections page showing connection ID#79619 with Use in Connect, Rename, Authenticate, and Delete options, plus a list of Iterable Pipelines including Assign coupon and send to Iterable, Quiz pipeline, and Subscribe/Update Subscriptions.

To add a new connection, select "Add New Connection"

Digioh Iterable Connections section with the 'Add New Connection' button highlighted in red, below the existing (79619) Iterable connection row.

Enter a name for the connection (e.g., "Iterable Production Connection"), paste in the Server-Side API key from Iterable, select your Iterable Project Type, and your Iterable Data Center. 

Digioh 'Connect to Iterable' form with fields for Name for Connection, Iterable API Key, Project Type dropdown, and Data Center dropdown set to US.

Once you've saved the new connection, you can select "Edit" on whichever pipeline you're going to update:

Digioh Iterable Pipelines list with the Edit button for (45100) Iterable Track Event Pipeline highlighted in red.

In the pipeline, to update the connection, look for any steps with "Type: Iterable API" - You'll want to edit all of these steps with the Iterable API type in the pipeline:

Digioh Iterable Track Event Pipeline (ID: 45100) task list with edit icons and 'Task Type: Iterable API' labels highlighted in red for the Send Profile Update to Iterable and Send Event to Iterable tasks.In this Track Event pipeline, for example, there are 2 Iterable API steps that will need to be edited to use the new Production connection. Once you select "Edit" on the step, you can select which connection should be used via the Connection dropdown:

Once you've selected the new connection, select "Save". Once you've made all of the changes to your pipeline, make sure to Publish your changes to push them live:

Digioh Iterable Track Event Pipeline (ID: 45100) task list with the Publish button highlighted in red.

And that's it - Now that you've published your changes, submissions will begin to flow into the new Iterable project!

Please let us know if you have any questions or run into any issues while creating your new connection. You can always email us via support@digioh.com and our Support Team will be happy to answer any questions you have and assist you with getting everything setup!

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