CRM integration guide
Introduction to 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.
Managing campaigns
CRM systems generally have the ability to define campaigns. Leads and contacts are added to a campaign – sometimes indirectly via marketing lists or dynamically via machine-learning algorithms – and campaign activities are subsequently defined and executed.
Managing opt-ins
Optimizely lets you display multi-channel advertising consents, which can also be synchronized with different fields in the CRM system provided it has this feature. This lets a contact or a lead issue multiple different advertising consents for different newsletters, to get an overview of consents for channels in your CRM.
Synchronizing recipient data
Data such as reports, marketing lists, or comparable filters in recipient lists, contained in CRM , should be individually copied into Optimizely Campaign, for example with a daily transfer. To manage campaigns in Optimizely Campaign, copy the recipient data from your CRM into the regular recipient lists.