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An Overview of the Settings Page

Blair Matheson
  • Updated

This article provides a comprehensive overview of the Settings page, which allows you to manage high-level configurations for your Optimove site.

Note: The Settings page is accessible only to users with Admin permissions.

Admin Control and Security

The Settings page is a restricted area of the platform, accessible only to Admins. This ensures that critical system configurations remain secure and properly managed.

Admins are responsible for enforcing security measures to protect sensitive data and ensure compliance. This includes managing user permissions and configuring channel and system settings to safeguard data integrity. For a complete guide on all available safeguards, please review our article on Securing Customer Data in Optimove.

Video Walkthrough

Watch this video for a complete walkthrough of the new Settings page and its capabilities.

 

Video Transcript

Introduction

Hi there. Welcome to this walkthrough of the Optimove Settings page. This area is available to site admins and centralizes control over users, security, notifications, execution rules, channels, privacy, and integrations.

When you open Settings, you will see options organized into clear categories.

General Settings

  • Access Management - Add or deactivate users, assign roles, set each role’s landing page, and control page-level access. You can also manage API Keys for secure integrations.
  • Events - Create and manage events that trigger campaigns and track customer actions. Use Configuration Files to store platform tokens, including the Track and Trigger token.
  • System Notifications - Choose who receives alerts for data updates, batch start and completion, campaign execution summaries, and errors.
  • Campaign Execution - Enable conditional execution by default for scheduled and triggered campaigns to safeguard sends. Users can override per campaign if needed.
  • Data Privacy - Use Remove Personal Data to delete historical customer personal data. Upload a CSV with customer IDs and confirm.

Channel Settings

  • OptiMail - Configure a Preference Center per brand, manage unsubscribes via CSV, and set Unique Promotions for emails.
  • OptiMobile - Configure push and in-app messaging, review error logs, check app installs by customer ID, set up geofences, and configure deferred deep linking.
  • Opti-Text - Set up SMS, RCS, and WhatsApp. Define automated keyword replies and monitor delivery errors.
  • OptiWeb - Manage domains, customize the Web Inbox badge and placement, and configure web push notifications and prompts.
  • Embedded Messaging - Create containers for on-site personalized experiences. Link each container to a specific channel or use case.

Cross-Channel and Integrations

  • Webhook Configurations - Connect external systems and review endpoints and attributes per channel.
  • Preference Center (multi-channel) - Centralize subscription management across channels.
  • Message Archiving and Content Advisor - Maintain compliance and assist authors with best practices.

Wrap-up

That’s the Settings page. With a cleaner design and organized categories, admins can manage users, privacy, notifications, execution safeguards, channels, and integrations in one place.

Thanks for watching.

Settings Categories

The settings are organized into three main categories for easy navigation: General Settings, Channels, and Cross-Channel Settings.

General Settings

These settings control core account functions, user access, and data management.

Channels

Configure the specific settings for each of your communication channels.

Cross-Channel Settings

Manage configurations that apply across multiple marketing channels.

Frequently Asked Questions (FAQ)

Q: Where did the "Customer Attributes" list go?

A: You can still view and export your site's customer attributes by clicking on your profile name in the top right corner and selecting "Customer Attributes" from the dropdown menu. 

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