Optimove's integration with DigitalWin enables operators to leverage the full power of Optimove's marketing capabilities through a seamless, multi-channel setup. This article provides an overview of the integration scope and steps required to get started.

Features Supported by DigitalWin

Our integration capabilities, supported by DigitalWin, include:

• Batch Data Integration – data delivery via S3 bucket.
• Real-Time Data Ingestion – web SDK and server-side event streaming.
• Promotional Integration (formerly OptiPromo)– seamlessly incorporate promotional activities into your campaigns for scheduled and real-time execution via Promotions.
• Web Channel Integration (formerly OptiWeb) – including web push notifications, web pop-ups, and Web Inbox.

Batch Data Integration

Data Delivery Method: Files, via S3 bucket.

Expected Schema: Can be found here.

Integration Steps:

1. Data Connection: DigitalWin will provide S3 bucket credentials to Optimove.
2. Data Delivery & QA: DigitalWin will upload historical data files to the S3 bucket. Optimove will pull the data and initiate the data QA phase.
3. ETL Set Up: DigitalWin will automate the batch data process.

Once the data and ETL finalization milestone has been reached, Optimove will map the data, build an end-to-end ETL process, and the data will be ingested into Optimove for campaigns and segmentation.

For the full details of the process and timelines, please reach out to your dedicated project manager or Customer Success Manager (CSM).

Real-Time Data Ingestion

Real-Time Data Ingestion is Optimove's real-time behavioral tracking solution that enhances your marketing campaigns by responding to customer actions as they happen. It allows you to monitor web and app activity, trigger personalized messages based on specific behaviors, and combine real-time interactions with customer data for smarter targeting.

Real-Time Data Ingestion helps you deliver timely, relevant, and data-driven experiences that drive engagement and conversion. The integration supports two event streaming methods: server-side events and SDK events.

Key Capabilities

• Real-Time Campaigns: Create personalized marketing campaigns based on real-time events such as customer logins or transactions.
• Real-Time Attribute Updates: Update customer attributes instantly to reflect their latest activity or status (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
2. After submission, Optimove will supply the relevant credentials needed for the integration.
3. Production Implementation: Grant DigitalWin access to your site to configure the necessary settings for production implementation.

Test Campaigns and Deploy to Production: Run test campaigns to validate the new capabilities. Once testing is complete, you can start targeting live users according to your marketing needs.

Promotion Integration

Integrating your external promotion or bonus system with Optimove allows seamless execution of marketing campaigns. Through Optimove's API, campaigns can automatically trigger promotional grants — whether scheduled in advance or delivered in real-time — ensuring personalized and timely offers reach your customers efficiently.

This integration is implemented via Promotions, which works on top of your existing promotion or bonus engine and enables full control over promotion logic, eligibility, and distribution.

Key Capabilities:

• Scheduled Campaign Support – Automatically deliver promotions to entire target segments at predetermined times.
• Real-Time Campaign Support – Push promotions instantly when customers meet defined triggers via Optimove's Real-Time Data Ingestion engine.
• Promotion Synchronization – Add, update, delete, and fetch valid promo codes through a dedicated API, making them available in Campaign Builder.
• Dynamic Reward Calculation – Define static or dynamic rewards based on customer data (e.g., deposit amount, activity).
• Eligibility & Tiering Logic – Create promotion rules and tiers to assign different rewards to different customer segments.
• Budget & Customer Caps – Control distribution with limits on the number of customers or the total promotion budget.
• External Execution Control – Your system remains responsible for activating the promotion; Promotions calculates, your engine executes.

Integration Steps:

1. Request the integration setup from your DigitalWin point of contact and provide them with an API key. For API key creation guidelines, see Using the Optimove API
2. Once Promotions is purchased, it will be enabled in your Optimove environment and become available in your site.
3. A dedicated session will be scheduled with your Customer Solutions Engineer to walk through the product, align on use cases, and guide the implementation.
4. Once DigitalWin confirms that the integration is complete, you can begin testing and start working with promotions via Promotions.

Channel Integration: Web

Web is Optimove's native toolkit for delivering personalized, browser-based messages — including push notifications, in-page pop-ups, and Web Inbox — to users across desktop and mobile web platforms.

Key Capabilities

• Permission-friendly overlays: Includes soft prompts such as banners, bells, and alerts to boost opt-in rates.
• Highly personalized messaging: Dynamically adapt content based on each visitor's on-site behavior, powered by AI orchestration.
• Rich media support: Customizable templates help brands maintain visual consistency and clarity.

Integration Steps:

1. Submit a request form to enable the integration. This will trigger the onboarding process on Optimove's side.
2. After onboarding, provide your Tenant Token and Tenant ID to your DigitalWin point of contact.

Test Campaigns and Deploy to Production: Run test campaigns to validate the new capabilities. Once testing is complete, you can start targeting live users according to your marketing needs.