Before you begin
You will need the following:
- Optivo Account
- CrossEngage Account
- User data that includes an email address
Set up your Optivo Account
Set up File Exchange credentials
Optivo uses a file server to exchange campaign and message information. File exchange credentials are necessary for CrossEngage to integrate with your Optivo account.
Details on how to set up the credentials are available in the File exchange via SCP article on Optivo. You need to be logged in to view the article. Please mention that the credentials are for a CrossEngage integration when contacting optivo support. The process for enabling the credentials may take a few days.
Request a transactional recipient list
Transactional recipient lists are used by CrossEngage for recipient information when sending campaign messages. These lists need to be created by Optivo. Send a request to optivo support to set up a transaction recipient list for a CrossEngage integration. No specific data structure or list of columns is required for CrossEngage. The process for creating this may take a few days.
Request SOAP API credentials
SOAP API credentials are used by CrossEngage to access the Optivo API when sending campaign information. Send a request to optivo support to obtain a username and password for a CrossEngage integration. The process for creating this may take a few days.
Load user data on to CrossEngage
Users can be loaded on to the CrossEngage platform via the API. The Create & Update Users article shows you how to create users.