Introduction

The integrated solution of Cheetah Marketing Suite and Optimove helps marketers increase customer engagement and spend, by using predictive customer modeling to personalize customer marketing campaigns.

Once configured, Optimove connects to the Cheetah Messaging system to instruct it to execute email campaigns, i.e., to send out particular email templates to specified customer lists.

Setting Up the Integration

In order to enable the integration between your Optimove site and your Cheetah Digital account, the following steps are required:

  1. The unique customer identifier used in Cheetah Messaging must appear in the Optimove customer database. For example, if this is email address, then each customer's email address must be included in the daily data update that Optimove receives. If this is not already the case, contact your Optimove CSM to make the necessary arrangements.
  2. Inform your Optimove CSM of the exact field name used for the unique customer identifier in Cheetah Messaging. You can find this name in the Data Map section of the Cheetah Messaging management UI. This field name appears in the Map To column.

  3. If you will be using personalized fields in your Cheetah Messaging email templates (e.g., first name, favorite department), you will need to ensure that those fields exist in both Cheetah Messaging and the Optimove customer database. In this case, contact your Optimove CSM with the exact Cheetah Messaging field names as they appear in the Map To column, as shown above.
  4. Ensure that the Cheetah Messaging database is updated daily. For example, when new customers register, their information must be promptly updated in Cheetah Messaging.
  5. Ask the Cheetah Digital support department or your account manager to create a folder named "Optimove" in your Cheetah Digital account's My Files section. You will need to save the email templates to be used by Optimove in this folder.
  6. Provide your Optimove CSM with the following information about your Cheetah Digital account. These details are available from the Cheetah Digital support department or your account manager:
    • The Folder ID of the folder named "Optimove" created in the previous step
    • The Cust_ID that is assigned to your Cheetah Digital account
    • The PROP_MAP_ID
    • API access credentials
      • API endpoint URL
      • Consumer Keys
      • Consumer Secret
      • Client Identifier
  7. Ask the Cheetah Digital support department or your account manager to add Optimove's API server IP addresses to Cheetah Messaging's IP whitelist. Without this step, Optimove's servers will not be permitted to contact the Cheetah Messaging API. Your Optimove CSM will provide you with these IP addresses.

Once the above steps are complete, your Optimove CSM will ensure that the integration is configured on the Optimove side. When the integration is ready for use, your CSM will let you know so that you can send your first Cheetah Messaging campaign from Optimove.

Executing Cheetah Messaging Campaigns Using Optimove

  1. Schedule a campaign in Optimove, selecting Cheetah Messaging as the execution channel.
  2. Select the desired template(s) from the list of available templates (Optimove retrieves the list of available templates from Cheetah Messaging once a day).
  3. Set the desired send time for the campaign.

Optimove will automatically execute your Cheetah Messaging campaigns.

Important note: In order to cancel a campaign that has already been processed, you will need to delete it the Optimove UI and also in your Cheetah Messaging account UI.

Behind the Scenes

On a daily basis, Optimove performs the following steps for each campaign scheduled for that day:

  1. Optimove prepares the campaign in Cheetah Messaging (using the Cheetah Messaging API).
  2. Optimove prepares the list of customers to receive the campaign.
  3. Optimove instructs Cheetah Messaging to send the email by providing the following parameters via the Cheetah Messaging API:
    • The customer_id and any configured Data Map fields
    • The ID of the email template to use
    • The date and time of execution

Cheetah Messaging Campaign Metrics in Optimove

Optimove connects to the Cheetah Messaging API once a day, for a period of one week following the sending of each Cheetah Messaging campaign, in order to retrieve the campaign's delivery metrics. These metrics are displayed within Optimove's Campaign Analysis page for each executed campaign.

This table presents the equivalent metric names between Cheetah Messaging and Optimove:

Cheetah Messaging

Optimove

Sent

Sent

Received

Delivered

MessageOpens

Unique Opens

MessageClicks

Unique Clicks

Unsubs

Unique Unsubscribes