• METRICS
  • LISTS
  • DETAILS
  • HUMAN

How to audit marketing campaign performance with your AI

Connect Iterable to your AI client to pull live engagement data. Your agent handles the heavy lifting of data retrieval so you can focus on the strategy.

Ask AI about this page

Short answer

How can I audit my marketing campaigns using AI?

Your AI pulls specific campaign details and engagement metrics directly from Iterable. You get a clear view of how your outreach is working without manual exports. This allows you to spot trends and underperforming segments immediately.

Audit outcomes.

Where your data lands.

The AI organizes your Iterable data into these specific outcomes.

METRICS

Performance snapshots

The AI pulls engagement data to show you open and click rates. You see exactly how users interact with your messages.

LISTS

Campaign inventories

Get a full list of your active and past outreach efforts. This helps you track everything you've sent without digging through the UI.

DETAILS

Campaign specifics

Pull exact configurations and settings for any individual campaign. This lets you compare different strategies side-by-side.

HUMAN

Strategic pivots

The AI identifies the trends, but you make the final call. You use the findings to adjust your next creative or timing move.

The workflow

What your AI does when the data arrives.

Your agent acts as the bridge between your chat interface and your Iterable account.

  1. Find campaigns

    The AI scans your account to find the specific outreach efforts you want to analyze.

    list_campaigns

  2. Get setup info

    Once you pick a campaign, the AI pulls its exact configuration and settings.

    get_campaign

  3. Pull metrics

    The AI retrieves the hard numbers like engagement and response rates for the chosen campaign.

    get_campaign_metrics

  4. Analyze performance

    The AI compares the metrics against your goals to highlight what worked.

    get_campaign_metrics

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the campaign names or channels with your actual Iterable data.

Iterable Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_CCIhVhtOAzWPyX9ZJ6xzzAAQGi7NmsVFQLszD4La/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Iterable capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "iterable-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CCIhVhtOAzWPyX9ZJ6xzzAAQGi7NmsVFQLszD4La/mcp"
    }
  }
}
Copy into chat04

  • List my recent email campaigns in Iterable so I can see what's running.

  • Get the performance metrics for the 'Summer Sale' campaign.

  • Compare the engagement metrics for my last three push notification campaigns.

  • Show me the details for the 'Welcome Series' campaign to check the setup.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Iterable once, then ask.

One connection links your AI to your Iterable data. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Iterable to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my campaign settings?

    No. The AI can only read campaign details and metrics. It cannot modify, delete, or create campaigns in Iterable.

  • 02

    Can I use this to send new messages?

    No. This setup is for auditing and retrieving data. It does not have the tools to trigger or send outreach.

  • 03

    Does the AI see all my customer data?

    The AI only accesses the campaign and metric data requested through the specific tools provided.

  • 04

    How real-time is the data?

    The AI pulls whatever metrics are currently available in your Iterable account at the moment you ask.

  • 05

    Can the AI create a report in a PDF?

    No. The AI provides the analysis and data in your chat interface. You'll need to copy that information into your own reporting tools.

  • More questions about Iterable? See everything the Iterable Connector can do

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