Recipients
Introduction to recipients
This section shows how to manage active and inactive recipients, create target groups, and send personalized content to customer segments. Recipients overview – Functions for working with recipient data sets.
Recipient overview
To open the recipients overview, open the Optimizely Campaign menu and select Recipients > Overview . The recipient overview provides access to functions for working with recipient data sets.
Test import
This topic describes how to use the test import to determine how many recipients in a file are recognized by Optimizely Campaign versus how many are new. To perform a test import of your recipient data, follow these steps Open the Optimizely Campaign menu and select Recipients > Trial Import .
Importing recipients
Import a file that contains recipient data using a CSV file. If the source file is not in this format, or to export recipient data from your local database or CRM first, ask your IT department for assistance.
Exporting recipients
You can export recipients by status into a CSV file Active recipients Unsubscribed recipients Blocked recipients Recipients that exceeded the bounce limit To export recipients Open the Optimizely Campaign menu and select Recipients > Export . Select the recipients you want to export.
Cross-checking recipients
Optimizely Campaign identifies the recipients of a mailing and which internal lists are used for this purpose. If you maintain recipient lists outside the Optimizely Campaign environment, this information can help keep your lists consistent.
Lead synchronization
This topic describes the lead synchronization that lets you import leads generated on social networks or other external sources into Optimizely Campaign recipient lists. Currently, lead synchronization is only available for leads from Meta (Instagram and Facebook Lead Ads).
Unsubscribers
This topic describes how Optimizely Campaign processes mailing unsubscriptions, and how to manage unsubscribers and insert an unsubscribe link into a mailing. If a recipient unsubscribes from your newsletter by clicking the unsubscribe link or using the unsubscribe form, Optimizely Campaign writes the recipient in a system-internal unsubscribe list.
Recipient history
Use the recipient history to view the message history (Mailings Classic and Smart Campaigns), the Marketing Automation history and the campaign analysis (Smart Campaigns), view the opening and click behavior of your recipients and the third-party ID . This lets you see which email, which SMS, which push message you have sent and to whom it was sent.
Exporting mailing and performance data
This feature lets you export mailing and performance data to further process it in an external system. The data is exported to a CSV or XML file.
Click profiles
Using click profiles, you can create target groups. The clicks users make are the basis of click profiling.
Responses and bounces
Responses are messages sent back to the sending server (in this case, the Optimizely Campaign server) for various reasons. Responses are classified by filters (autoresponders, hard bounces, soft bounces, replies, keyword SMS).
Preference Center
The Preference Center lets recipients set their own preferences and update personal information. Do this through a form that you incorporate into your web presence as a standalone element, or integrate into a template using an iFrame.