For issue-based subscriptions, a publication schedule must be entered into the system. This is done so that the system knows what should appear on the invoices, and when issues should be deducted.
How to create a publication schedule
For all new publications, you need to know the following information:
Name. The name that the publisher calls their magazine, e.g. Summer 2026
Customer-facing name. The name the customer sees, e.g. Summer
Issue number. E.g. 117 (note that the issue number should preferably be unique)
Assigned on date and Assign at hour: is the date and time when the address list should be generated. Note that ‘Assign at hour’ / the time does not need to be filled in.
The assignment date is the most important date in Iteras if you have issue-based campaigns. Much of the system’s automation is triggered based on the assignment dates and their effect:
It is marked which subscribers/members are active on the assignment date. You can think of it as a checkmark being placed on each active subscriber/member with the issue that is being run. The address list is generated based on these checkmarks, so even if you add a subscriber/member the day after assignment, but before you generate the address list, the subscriber/member will not be included on the list – because they do not have a checkmark. They were not active on the assignment date.
An issue is deducted from the active subscribers’/members’ balance. If they have 1 issue remaining before assignment, they go to 0, and the campaign’s continuation instruction is executed. This leads to the creation of the next subscription/membership period, and the sending of an invoice. Completely automatically!
Subscriptions/memberships that have been cancelled to expire are ended.
Approximate receive date/publication date. Used in connection with invoicing, if the invoicing timing is set to: ‘at the first issue in the period’.
External ID. Relevant if you have integration with other systems.
If you do not yet have an exact date for upcoming publications, you can create them in the UI without an assignment date or publication date. You can add dates later. But remember that without an assignment date, the issues will not be assigned automatically and the address list will not be generated.
Once the issue has been assigned, you can retrieve the addressing list at any time.
There are two ways to create publication schedules.
Few publications
If you have only a few publications, it may be easiest to create a new publication for the product one at a time. Start by opening the menu item Sales in the menu on the left > select Products > select and click the relevant product in the list that publications should be created for > click the button +New product.
Fill in the fields as described above, and remember to press Save when you are done.
Multiple publications
If you have multiple publications, it may be beneficial to use the import function, which makes it possible to create multiple publications at the same time.
Start by opening the menu item Sales in the menu on the left > select Products > select and click the relevant product in the list that publications should be created for > click the button +Import new products. Download the Excel template on the page, or download it here.
The fields that must be filled in are the same as mentioned at the beginning of the article.
Please note that the date format for ‘Approximate receive date/publication date’ and ‘Assigned on date’ must be YYYY-MM-DD for it to work.
Once you have uploaded your file, the button ‘Show changes’ will appear, click it to see what will be created.
If everything looks as it should, click the ‘Import’ button, and the publications you have entered in the template will now appear in the ‘Products for delivery’ list.