FAQ

This document provides an overview of frequently asked questions regarding the implementation and use of Optimove Data Share solution

1. What is Snowflake Data Share, and how does it work?

Snowflake Data Share is a solution that allows data to be shared seamlessly from Optimove to clients without duplicating or moving it. This is achieved by providing direct access to large scale datasets, making it easier to query and analyze data in real-time.
Data is shared using Snowflake share or by providing clients Reader Account


2. What are the benefits of using Snowflake Data Share over traditional API integrations?

  • Efficiency: Unlike APIs, which can be slow for large data transfers, Snowflake allows bulk data sharing without latency.
  • Scalability: Suitable for large-scale data operations and business intelligence (BI) reporting.
  • Flexibility: Direct data access allows for simplified querying using standard SQL.

3. What types of data are included in the Snowflake Data Share?

Optimove shares five primary types of data, described here briefly. In each section you will find detailed data structures and additional use cases.

  • Customer Profiles: A single customer view of all non-dormant customers, including attributes, lifecycle stages, segmentation, and historical data snapshots. Read more
  • Campaign Metadata: Details about all past, present, and future campaigns, including scheduling, target group, channels, templates, and control group definitions. Read more
  • Campaign Results: Aggregated results at the campaign occurrence level, across all different KPIs & lifecycle stages, performance metrics, and uplift. Read more
  • Targeting History: Detailed history of customers who have been targeted by the different campaigns, including campaigns they were eligible to but didn't receive it due to priority.Read more
  • Engagement Data: Specific details on which customers were targeted, which campaigns they received, and their subsequent actions (e.g., email opens, clicks). Read more

4. What common use cases are there for this data?

  • BI Reporting: Generating dashboards and complex reports using BI tools like Power BI or Tableau.
  • Campaign Analysis: Tracking campaign performance metrics, customer engagement, and overall uplift.
  • Control Group Reporting: Analyzing the impact of control groups across different campaigns.
  • Customer Segmentation: Utilize Optimove's segmentation results in-house for better audience analysis across different business activities.

Learn more about common use cases in each specific section, and in use case guides.


5. How can I access the data?

If you already have a Snowflake account, a direct data share will be configured. If not, Optimove can provision a “Reader Account” for access. Alternatively, data can be transferred to your own cloud storage (coming soon).

On both options, data can be viewed and queried using common data tools used by most organizations.

Coming soon - If you are not using Snowflake directly, the data can be transferred to GCP or other platforms through Snowflake storage integration, which exports files into a compatible cloud storage bucket for ingestion.


6. Are there limitations on Reader Account?

The Reader Account is provisioned by Optimove and provides limited access with a set quota (20 credits/month). While this option supports select queries and data export, complex queries or large data pulls may require a dedicated Snowflake setup to avoid performance and cost issues. Read more about Reader Accounts in Snowflake documentation.



7. Can we extract data from Snowflake to our own data warehouse?

Yes, data can be unloaded from Snowflake and integrated into other data warehouses or cloud storage solutions like Google Cloud Platform (GCP) using Snowflake’s storage integration feature.

Please note that Reader Accounts specifically are limited in data unloading options, as stated above.


8. How can we access this data using other tools?

Once connected to the provided share / reader account, data can be accessed from common client interfaces and tools.

BI tools can be easily integrated using native Snowflake connectors, using the credentials provided in when setting up the account. Similarly, common data tools and connectors can connect with data in shares and reader accounts.


9. What is the difference between the API and the Snowflake Data Share for data extraction?

The API is typically used for operational needs, such as triggering campaigns or accessing single customer profile, but it is not ideal for large-scale data extraction. Snowflake Data Share, on the other hand, is designed for BI and reporting purposes, providing direct access to large datasets for complex queries and analysis.


10. What should we consider when choosing between API and Snowflake Data Share?

  • Use API if: You need specific, transactional data or need to perform real-time operations when integrating with Optimove.
  • Use Data Share if: You require large-scale data analysis, campaign performance tracking, or control group analysis over time.

11. Can I get transactional campaigns data in Data Share?

Currently, Optimove’s Snowflake Data Share focuses on marketing campaigns data. For transactional emails or automated notifications (e.g., password resets), additional configurations may be needed.


12. What steps should we take to implement this solution?

  1. Consult Your Optimove Team (CSM and Account Manager) to discuss commercial implications.
  2. Define Use Cases by understanding your team needs and possible solutions through data share.
  3. Select Data Access Method and Provide Credentials: Choose between a direct Snowflake share, a reader account, or a storage integration (coming soon). Provide Optimove with the credentials required
  4. Configure BI Tools: Set up connections between shared data and your BI tools and other data warehouses.
  5. Test Data Accessibility: Ensure that data is being ingested correctly and that queries return expected results.
  6. Ongoing Monitoring: Regularly review data to ensure that updates and new campaigns are being captured as expected.