Welcome to Optimove’s self-training course. By following the curriculum below, you’ll be able to learn about Optimove’s building blocks on your own and gain a thorough understanding of essential aspects to help you succeed in Optimove!
This course contains five modules (or six, if you’re an Optimail customer).
- Course Duration: 1 hr 30 min
- Format: Video / Academy articles
What you’ll learn in this course?
We will start with the building blocks:
- Optimove Foundations
- Optimail (for Optimail clients).
We recommended watching this session after watching the Optimove Foundations session.
- Optimail (for Optimail clients).
- Campaign Orchestration Building Blocks
- Customer Segmentation and Prediction Model
Continue with our advanced sessions:
-
- Reports & Dashboards
- Optimove’s AI Capabilities
Start With The Building Blocks
1. Optimove Foundations
Curriculum
Starting off, let’s review some of the essential elements of Optimove.
In this session, you will:
- Get familiarized with your Optimove site
- Build your first campaign with these three simples steps
- Create an attribute-based target group via the Customer Explorer
- Create an Action via the Manage Actions page
- Create an email template via the Manage Templates Page (for Optimail clients)
- Learn how to set up a campaign in the Campaign Builder
- Get an overview of the Single Customer View
Recommended Readings:
Meet Optimail - for Optimail Clients
Curriculum
Optimail is Optimove’s native ESP. Optimail supports all aspects of preparing, delivering, and measuring hyper-personalized email marketing campaigns seamlessly, right from within Optimove.
In this session, we will cover:
- Creating Optimail Templates Using the Visual Editor
- Optimail Personalization Tags
- Using Conditional Clauses in Optimail
To add more to your Optimail knowledge, you can just review our academy section here.
2. Campaign Orchestration Building Blocks
Curriculum
Now that we know the basics, let’s discuss how you can use Optimove to orchestrate hundreds of CRM journeys.
In this session, you will:
- Prioritizing Target Groups
- Including and Excluding audiences
- Take advantage of Optimove's prioritization of target groups and exclusions to make sure that your customers receive the right message at the right time.
- Orientating the Marketing Plan Your weekly calendar where you can see which campaigns are scheduled and Running.
Recommended Readings:
3. Customer Segmentation and Prediction Model
Curriculum
Learn about the Optimove Model – the engine that drives your Optimove Site.
The Optimove Model will give you an in-depth understanding of your customers and their behavioral patterns, allowing you to better relate to different segments of customers and implement effective means for targeting clients with relevant, personalized campaigns, maximizing the value of each client to your business.
In this session, we will cover the following:
- Deep-dive into Lifecycle Stages
- Segmentation Layers
- The Predictive Model
Recommended readings:
Advanced Sessions
4. Reports & Dashboards
Curriculum
Using Optimove various reports, you can explore your customers and optimize your marketing strategy. Review the articles below to learn more about each report.
In this session, we will cover:
- Deep dive into Campaign Analysis & Campaign incrementality
- The Customer 360 report
Recommended Readings:
To learn more, you can also read the following articles:
5. Optimove's AI Capabilities
Curriculum
Using self-optimizing algorithms, Optimove continuously analyzes every campaign in order to autonomously identify and deliver the best message and offer for each customer. To give you an edge, we’ve developed a few AI-driven features that will surely help you maximize results.
In this session, we will cover the following:
- Optibot
- Self-Optimizing:
- Campaign
- Journey
- Streams & Visual Stream Builder
- Analyzing Streams results
Recommended readings: