Optizmo Integration - Everflow Helpdesk

Optizmo integration enables comprehensive management of email suppression lists across your partners and offers within Everflow. This solution streamlines compliance and simplifies suppression list administration.

Prerequisites

An active agency or advertiser account with Optizmo
Access to your Optizmo ONID

Setting Up the Optizmo Integration

List 1

Log into your Everflow dashboard.

Navigate to Integrations > Suppression List.

Click Connect Integration next to Optizmo.

Toggle the Enable switch to ON.

Enter your ONID from your Optizmo account.

Click Save to complete the initial setup.

Creating Suppression Lists

Navigate to Advertisers - Manage.

Click on the name of the relevant Advertiser.

Select the Optizmo tab.

Click Create a List.

Complete all required fields.

Click Create List to finalize.

Refresh your Opt Out Lists in Optizmo to view the newly created list linked to Everflow.

Applying Lists to Offers

When creating or editing an Offer, navigate to the Email tab.

Select the appropriate list from the Optizmo Suppression List dropdown.

Save the Offer to apply changes.

The suppression list links will now be visible to partners on the Offer page in the Partner Portal.

Bulk Editing Offers

To apply suppression lists to multiple offers simultaneously:

Navigate to Offers - Manage > Bulk Edit.

Select the Offers you want to modify.

In the Offer Fields section, click

First, add the Advertiser field and select the appropriate Advertiser.

Next, add the Optizmo Suppression List field and select the desired list.

Apply changes to update all selected offers.

Next Steps

After completing this integration, you can efficiently manage email compliance across all your marketing campaigns while providing transparent access to suppression lists for your partners.

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Enable Optizmo for managing your shared email suppression lists across all of your Partners and Offers.

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Overview