1. The unique customer identifier used in Cheetah Messaging must appear in the Optimove customer database. For example, if this is an email address, then each customer's email address must be included in the Batch Data Update that Optimove receives. If this is not already the case, contact your Optimove CSM to make the necessary arrangements.
2. Inform your Optimove CSM of the exact field name used for the unique customer identifier in Cheetah Messaging. You can find this name in the Data Map section of the Cheetah Messaging management UI. This field name appears in the Map To column.

3. If you will be using personalized fields in your Cheetah Messaging email templates (e.g., first name, favorite department), you will need to ensure that those fields exist in both Cheetah Messaging and the Optimove customer database. In this case, contact your Optimove CSM with the exact Cheetah Messaging field names as they appear in the Map To column, as shown above.
4. Ensure that the Cheetah Messaging database is updated daily. For example, when new customers register, their information must be promptly updated in Cheetah Messaging.
5. Ask the Cheetah Digital support department or your account manager to create a folder named "Optimove" in your Cheetah Digital account's My Files section. You will need to save the email templates to be used by Optimove in this folder.

6. Provide your Optimove CSM with the following information about your Cheetah Digital account. These details are available from the Cheetah Digital support department or your account manager:
   • The Folder ID of the folder named "Optimove" created in the previous step
   • The Cust_ID that is assigned to your Cheetah Digital account
   • The PROP_MAP_ID
   • API access credentials
     • API endpoint URL
     • Consumer Keys
     • Consumer Secret
     • Client Identifier
7. Ask the Cheetah Digital support department or your account manager to add Optimove's API server IP addresses to Cheetah Messaging's IP whitelist. Without this step, Optimove's servers will not be permitted to contact the Cheetah Messaging API. Your Optimove CSM will provide you with these IP addresses.

1. When scheduling a campaign in Optimove, select the Cheetah Mail execution channel.
2. Select the desired template(s) from the list of available templates (Optimove retrieves the list of available templates from Cheetah Messaging once a day).
3. Set the desired send time for the campaign.

Please note:

1. Optimove prepares the campaign in Cheetah Messaging (using the Cheetah Messaging API).
2. Optimove prepares the list of customers to receive the campaign.
3. Optimove instructs Cheetah Messaging to send the email by providing the following parameters via the Cheetah Messaging API:
   • The customer_id and any configured Data Map fields
   • The ID of the email template to use
   • The date and time of execution

Cheetah Messaging Campaign Metrics in Optimove

Optimove connects to the Cheetah Messaging API once a day, for a period of one week following the sending of each Cheetah Messaging campaign, in order to retrieve the campaign's delivery metrics. These metrics are displayed on Optimove's Campaign Analysis page for each executed campaign.