CRM integration guide

This section provides an introduction to working with Optimizely Campaign, and integrations with CRM systems. You can integrate email service providers with campaign management, and CRM and business and customer intelligence systems.

Optimizely Campaign provides email sending, printed products and SMS, as well as synchronized advertising consents and recipient lists.

• Campaign management. With its closed-loop interfaceBi-directional interface between Optimizely Campaign and an external system. The external system (i.e., the customer's system) automatically triggers mailings in Optimizely Campaign. Action-based mailing data is logged in Optimizely Campaign and returned to the external system. This response data can be further processed by the customer within a third system, for example, in a data warehouse., Optimizely Campaign automatically captures transfer of recipient data and return of response data, for example opt-out and bouncesA conversion goal is the measurement of actions on web pages. The actions can be completed purchases, pages visited, time spent on site and so on. Also known as Key Performance Indicator (KPI)., for flexible management of recipient data from the CRM system. You can enrich mailing openings, clicks, bounces, and unsubscriptions, so these events become available as leads or contacts in CRM.
• Opt-in management. You can exchange double opt-inA practice in which a recipient consents to receiving email from the sender before any promotional email is sent. Recipients receive an email with a double opt-in link, which they must click to confirm their interest. information between Optimizely Campaign and a third-party system. Advertising consents can refer to many types of media, for example print, email, and SMS.
• Synchronize recipient data. Optimizely Campaign’s entire range of features is available with the synchronization of recipient lists. Marketing Automation or Smart Campaigns are independent of a CRM system, and can return bounces and unsubscriptions.