How do I transfer my data for an automation? : Automated Direct Mail - HelpCenter

How do I transfer my data for an automation?

Automated campaigns are set up differently to single mailings. We support many options for powering your automations:

• Use a Marketing Cloud? Check out: Emarsys, Salesforce, and CrossEngage.
• You can also connect via our API: see our documentation.
• The simplest way to get started is via SFTP or S3. Learn more about setting up a remote connection here.

Each data source offers a different approach to mapping your data to optilyz. It is very important to pay attention to, and to test, your mapping setup as this is where most automations experience complications.