Setting Up the Integration
Step 1: Creating the Optimove SFTP endpoint
If you would like to set up an integration between Optimove and LiveRamp, the first step is to reach out to your Optimove Customer Success Manager so that we can set up your Optimove SFTP endpoint.
Step 2: Configuring your LiveRamp channel
Once your Optimove SFTP endpoint has been created, your CSE at Optimove will configure the LiveRamp channel in your site to allow you to create new campaigns using the integration.
Please note:
To complete the configuration, you need to inform your Optimove CSM of which attributes you would like to send to LiveRamp, so that these can be added to the file. Based on the attributes provided, LiveRamp will map these for matching once the file has been retrieved.
Step 3: Share the Optimove SFTP details with LiveRamp
Next, LiveRamp will need to retrieve your data from the Optimove SFTP. You will need to create a support case with LiveRamp. They will need the following information:
- Host name
- Port
- Username
- Password
- The path in your SFTP server where the files are stored
- Earliest file date/time (if needed to have LiveRamp only pull files modified after a particular date/time)
Executing LiveRamp Campaigns Using Optimove
Once the above setup steps have been completed, you can run your first campaign in Optimove using data from your LiveRamp audiences.
Step 1: Create your Target Group
To create a campaign with the help of your LiveRamp integration, you first need to create your Target Group in Optimove.
Step 2: Create a Campaign in Optimove
Next, you simply create a campaign following the usual steps.
Step 3: Choose your Audience
When it comes to selecting the audience for your campaign, ensure you have chosen your LiveRamp Target Group. When your campaign is processed, the CSV file with the customers' attributes will be uploaded to the SFTP endpoint. Once the file has been pushed to the SFTP, you should coordinate with LiveRamp to enable a smooth transfer.