Managing Customer Profiles in Real Time

Keeping customer records accurate and current is critical for campaign targeting, personalization, and compliance. Optimove enables real-time customer data management through API endpoints that allow you to create, update, and retrieve customer profiles.

Customer records appear throughout Optimove. They power Target Groups, personalization logic, campaign tracking, and analytics dashboards. These records must exist before being attributed to campaign events or engagement activity.

How to Manage Customer Records via API

Insert a Customer

Use this API to create a new customer profile.

Insert:
Use this endpoint to register new customers in real time. If the provided customer_id does not exist, a new profile is created.
📄 Insert or Update Customer

|| Closed Beta

The insert capability is currently in Closed Beta and may not be available to all customers. For information beyond this article, please contact your Customer Success Manager.

Use this for:
• Registering new users as they sign up
• Collecting zero-party data such as preferences, interests, and intent to tailor offers and content from the very first interaction
• Including newly registered customers in campaigns to send timely follow-ups within hours of sign-up with NRTT or RunAnyway

Update a Customer

Use this API to update an existing customer profile.

Update:
Use this endpoint to overwrite existing customer attributes in real time. If the customer_id already exists, the provided values will replace current data.
📄 Insert or Update Customer

Use this for:
• Updating customer info like preferences, status, or consent flags
• Collecting zero-party data such as preferences, interests, and intent to refine future interactions
• Applying opt-in or opt-out preferences instantly and ensuring they are consistently respected across all marketing channels

Read a Customer Profile

Use this API to retrieve an existing customer’s attributes.

Read:
Use this endpoint to fetch all attributes for a specific customer ID.
📄 Get Customer Attributes by CCID

Use this for:
• Validating customer records before updates
• Retrieving profile data for integrations or personalization logic