The Message Archiving page allows you to set up an automated pipeline to archive copies of your marketing communications to your own cloud storage. This is an advanced feature primarily used for compliance with industry regulations (e.g., FINRA, HIPAA) or for internal record-keeping, as it provides an external backup of your customer messages in your own Amazon S3 or Google Cloud Storage (GCS) bucket.
Prerequisites
- You must have an Admin role to access this page.
- You must have a pre-configured AWS S3 or GCS storage bucket.
- You must have valid security credentials (e.g., Access Key & Secret Key) for an IAM user with write permissions to that bucket.
Navigating to Message Archiving
- Click the Settings icon in the main navigation menu.
- Under the Cross-Channel Settings category, select Message Archiving.
A Guide to the Message Archiving Screen
For Technical Admins Only
These are advanced foundational settings that are typically configured once by a technical administrator in collaboration with your IT or data engineering team. Please do not attempt to configure this without a valid cloud storage bucket and the correct credentials.
The page is organized into two tabs: Credentials and Error Log.
Credentials
This is the main configuration tab where you provide Optimove with the credentials to access your cloud storage bucket.
Configuration Steps
- Select Storage Provider: Choose either AWS S3 Credentials or GCS Credentials.
- Enter Credentials: Fill in the required fields based on your provider. For AWS, this includes:
- Bucket Name: The exact name of your S3 bucket.
- AWS Region: The region where your bucket is hosted (e.g.,
us-east-1). - AWS Access Key: The access key for your IAM user.
- AWS Secret Key: The secret key associated with the access key.
- Verify Credentials: Click the Verify credentials button to ensure Optimove can successfully connect to your bucket with the details provided.
- Configure Path Builder: This tool allows you to define the folder structure for how your archived messages will be saved. You can drag and drop the tags (e.g.,
brand/,customerId/) to create your desired path. - Save Changes: Once verified, click Save Changes in the bottom-right corner.
Error Log
This tab will display any errors encountered during the archiving process. If Optimove successfully connects but later fails to write a file (e.g., due to a permissions change or bucket issue), the details of the failure, including the error code and metadata, will appear here.