Tech Onboarding Gateway

Optimove’s Onboarding Gateway is designed to streamline and enhance your integration processes, enabling seamless data ingestion, transformation, and connectivity across various systems and platforms.

Below, you’ll find an overview of key topics, with links to more detailed articles for each.

Click through to explore more about how Optimove can elevate your data-driven strategies.

Data Integration Overview

This document provides a concise guide on integrating client data with Optimove. It focuses on batch data updates and real-time events to ensure accurate and actionable insights.

  • Batch Data: Used for large datasets delivered on scheduled intervals, serving as the foundational records system.
  • Real-time Data: Capture immediate customer actions (e.g., purchases, logins) to enable instant updates, trigger campaigns, and enhance dynamic, timely responses.
How Optimove Uses Real-time Data
Use CaseDescription
Dynamic SegmentationUpdate customer segments in real-time based on recent interactions.
Campaign TriggeringUse event data to launch targeted campaigns immediately after a customer action.
Personalized MessagingTrigger a message when a customer makes a purchase or signs up for an account.

By combining these methods, Optimove ensures that clients’ data is always aligned with the most recent customer activities, facilitating precise targeting, personalization, and reporting for marketing campaigns.

Data Delivery Guide

Data ingestion is the backbone of integrating your data with Optimove. It involves batch updates, real-time events, and efficient delivery methods to maintain accurate and actionable client data. Whether you're processing large datasets or real-time interactions, Optimove ensures smooth synchronization and responsiveness.

  • Full Guide:
    Learn how to deliver customer profiles, transactions, product catalogs, and more via flexible methods like SFTP, cloud storage, or Snowflake.

  • Data Integrity & Validations:
    Understand how Optimove ensures your data's accuracy and readiness for integration through quality assurance and validation.

  • Your Data Extraction & Load:
    Dive into the ETL (Extract, Transform, Load) process, from setting up batch data pipelines to managing incremental updates.

Extracting Data from Optimove

Data extraction is pivotal for transferring and synchronizing your existing datasets with Optimove. This process supports both API-based and Snowflake data extractions, ensuring that client information is always up-to-date.

  • API Data Extraction:
    Explore how Optimove integrates with APIs to extract incremental and full datasets with precision.

  • Snowflake Data Share:
    Learn about the secure sharing of structured tables via Snowflake for real-time updates and seamless integration.

Channel / API Integrations

Optimove’s integration capabilities ensure your data flows smoothly between platforms, channels, and systems. With APIs and channel-specific integrations, businesses can maintain consistency across all customer touchpoints.

  • API Integration:
    Discover how to connect your platforms with Optimove’s API for efficient data transmission.

  • Bonus/ Promotion Integration:
    Learn how to integrate Optimove with an external promotion or bonus system via API to automate and streamline campaign execution.

  • Channel Integration:
    Learn to synchronize data across our native channel integrations to ensure seamless data synchronization across marketing channels, enabling timely and personalized campaigns.

Channel Description
OptiMobile Engage customers with push notifications and in-app messages.
OptiWeb Deliver dynamic, personalized website experiences.
OptiText SMS Send real-time, high-priority messages for instant engagement, including Same Day Registration Events.
Optimail Automate and personalize email campaigns for maximum impact.
  • By integrating these channels, you can create a unified, data-driven marketing strategy that enhances customer engagement and boosts conversions.