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Playbook Engineering

Blair Matheson
  • Updated

The partnership between Playbook Engineering and Optimove, managed by Forloop, provides robust tools that empower clients to enhance customer engagement and drive more targeted campaigns. This article outlines the key integration points, detailing the processes and benefits of each.

Features Supported by Playbook Engineering Integration

Our integration capabilities, supported by Playbook Engineering and managed by Forloop, include:

  • Batch Data Integration: Secure historical data transfer and ETL automation.
  • Streaming Data: Real-time behavioral tracking via server-side and web SDK.
  • Email Consent Management API: Seamlessly update user consent preferences via API.
  • Preference Center: Enable customers to fine-tune their communication preferences by topic and channel.

Batch Data Integration

Seamlessly transfer historical and transactional data to fuel data-driven campaigns and segmentation.

Data Delivery Method: DB to DB connection via Google BigQuery.

Integration Steps:

  1. DB Connection Setup:
    • Whitelist Optimove’s IP.
    • Grant Optimove the necessary permissions.
    • Provide Project ID and Dataset ID.
  2. Data QA:
    • Optimove will set up the connection, pull the data, and start the iterative data QA phase.
  3. ETL Set Up:
    • Forloop/Playbook will automate the batch data process.
    • Once finalized, data is ingested into Optimove for campaigns and segmentation.
Note: For full details of the process and timelines, please reach out to your dedicated project manager or Customer Success Manager (CSM).

Streaming Data Integration

Real-time Data Ingestion is Optimove’s real-time behavioral tracking solution that enhances marketing campaigns by responding to customer actions as they happen. The integration supports two methods: Server-side events and SDK events.

Key Capabilities:

  • Real-Time Campaigns: Create personalized marketing based on events like customer logins or transactions.
  • Real-Time Attribute Updates: Update customer attributes instantly to reflect their latest activity (e.g., last deposit amount).
  • Web and App Activity Tracking: Enhance segmentation and targeting based on streaming events.

Integration Steps:

  1. Prerequisite Form: Complete the Real-time Integration Form. Optimove will then supply the relevant credentials.
  2. Production Implementation: Grant Forloop/Playbook access to your site to configure the necessary settings for production.
  3. Test and Deploy: Run test campaigns to verify capabilities before targeting live users.

Email Consent Management API

If you are using Email and have a platform where users can opt in or out of communications, Forloop can seamlessly update Email's consent management system using the Optimove API.

Integration Steps:

  • Create an API key with Admin access and share it with Forloop/Playbook.
  • Ask your CSM or Customer Solutions Engineer to provide a list of Brand IDs for the integration.

Preference Center

Optimove's Preference Center enables customers to choose exactly what content they want to receive and on which devices, rather than opting out of all communications.

Supported Channels: Email, SMS, Mobile App (Push & In-App), and Web Push.

Integration Steps:

  1. Preference Center Request: Submit the request form and share the ‘Brand Group ID’ (provided by Optimove’s CSE team) with Forloop/Playbook.
  2. Add and Manage Topics: Create topics in the Optimove UI and share the generated ‘Topic IDs’ with Forloop/Playbook.
  3. Create an API key: Generate an Admin access API Key and share it with Forloop/Playbook.


Ready to unlock powerful marketing insights? Reach out to your contacts at Playbook Engineering, Forloop, or Optimove to start maximizing these features for your business.

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