Purpose and availability

Optimizely Data Platform (ODP) is a product that serves as a central hub for customer data. It stores Information about customers and provides it to other products to enhance your marketing activities. The connection between Optimizely Campaign and ODP is available for all customers who have Campaign and ODP.

The basics for working with ODP

Calling up the page ODP Synchronization

Prerequisites: ODP synchronization is available in your client and you have permission to use it. 

1. In the menu bar, click on Administration > ODP Synchronization.

→ The page ODP Synchronization is displayed.

Setting up the connection to ODP

Prerequisites: You see the page ODP Synchronization. You have the private API key.

1. In the field API Key (private), paste the private API key.
2. Next to the field, click on Update.

→ You can now set up synchronization tasks to exchange data between Optimizely Campaign and ODP.

Synchronization tasks

About synchronization tasks

Data is exchanged between Optimizely Campaign and ODP via synchronization tasks. These tasks are set up in Optimizely Campaign. There are two kinds of synchronization tasks:

• Inbound: Receive data from ODP and write it to fields in an Optimizely Campaign recipient list. These tasks run daily.
• Outbound: Send information about Optimizely Campaign webhook events in realtime to ODP where they are stored in the customer journey.

Inbound tasks are created manually by matching fields between ODP and a recipient list. Outbound tasks are based on webhook events and do not need to be created. You simply start or pause sending data to ODP for each type of webhook event.

Creating an inbound synchronization task

Context: Inbound synchronization tasks write data from ODP to a recpient list.

Prerequisites: You see the page ODP Synchronization. Above the list of synchronization tasks, the tab from ODP is selected.

1. Below the list of synchronization tasks, click on Create Synchronization Task.
   → A pop-up menu is displayed.
2. Enter a name for the synchronization task.
3. Select a recipient list that will be affected by the synchronization task.
4. In the section Field Mapping, match an ODP field with a recipient list field.
5. Optional: If you want to add more field pairs, click on Add Field and match the fields as before.
6. Optional: If you want to delete a field pair, click on (delete).
7. Click on Create Synchronization Task.

→ When the synchronization task runs, the values from ODP will be written to the corresponding field in the recipient list.

Editing an inbound synchronization task

Prerequisites: You see the page ODP Synchronization. Above the list of synchronization tasks, the tab from ODP is selected.

1. In the list of synchronization tasks, click on a row.
   → The row is highlighted.
2. Below the list, click on Edit...
   → A pop-up menu is displayed.
3. Continue editing the task as described in Creating an inbound synchronization task.

Deleting an inbound synchronization task

Prerequisites: You see the page ODP Synchronization. Above the list of synchronization tasks, the tab from ODP is selected.

1. In the list of synchronization tasks, click on a row.
   → The row is highlighted.
2. Below the list, click on Delete.
3. Confirm that you want to delete the task.

Starting an outbound synchronization task

Context: All webhook events in Optimizely Campaign can be sent to ODP. This can be activated or deactivated for each type of event.

Prerequisites: You see the page ODP Synchronization. Above the list of synchronization tasks, the tab to ODP is selected.

1. In the list of synchronization tasks, click on a row with the status inactive.
   → The row is highlighted.
2. Below the list, click on Start.

→ Events of the selected type will be sent to ODP and stored in the customer journey.

Pausing an outbound synchronization task

Prerequisites: You see the page ODP Synchronization. Above the list of synchronization tasks, the tab to ODP is selected.

1. In the list of synchronization Tasks, click on a row with the status active.
   → The row is highlighted.
2. Below the list, click on Pause.

→ Events of the selected type are no longer sent to ODP.