Change Request Form - Add/Update/delete attribute/tables

Note: Implementation of this Change Request requires a sufficient balance of CR hours in your account to cover the estimated effort. If no CR hours (or, where applicable, PS hours) are available, the request may be delayed until additional hours are purchased. Please contact your CSM or Account Manager for details.

Do you want the data team to provide an estimated scope before execution? Note: This may delay the request and will require your approval before proceeding.

Instance Name

CSM Email

example@optimove.com

Email

example@example.com

Name

First NameLast Name

Email of contact for data related questions (if different from the email stated above):

example@example.com

Priority Comments

In case your request is urgent- please add in a few words about the reason

For clients who have more than one instance- is this change relevant for other instances?

Please mention the relevant instances:

Is this request related to any exclusion/consent/regulatory/other attributes resulting in the exclusion of customers from campaigns or from specific communication channels? (Opt-in, allow email etc.)[When addingupdating related attributes - Please don’t forget to mark the exclusion attributes flag in the table below]

Requests

Please make sure to add the relevant information at the "Add/Update Customer Attributes" section if needed.

Click here To get more information regarding the optimove batch-data process and missing files/check data exist procedures.

Remember: For file delivery -providing a sample file is a prerequisite for adding new tables. Please make sure to include the table headers and mention in the comments to which folder the file will be uploaded.

Please make sure that Optimve IP`s are whitlisted (for more information please click here)

What Are the parameters that included in the URL (example: Date, Limitation Of Rows, UNIX time- please mention if they are static or dynamic)?

What is The request Type?

What are the Headers details (if there any)

What are the Payloads (if there any)

Please provide a python code with an example of the API call

What is the result type (text/json/xml..)?

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add new tables (* Required columns).

Rows	Data Source (Files Delivery /DB/API) *	Table Name *	Unique Identifier *	Incremental / Full Incremental - Updates based on specific date Full (might impact your daily process) - pull whole table every day *	Incremental Date Column	Add to Missing Files Procedure?	Add to Check Data Exists Procedure?	Is Check Data Exists fail process? *	Default Parameters for check data exists procedure (if not, please elaborate in the Comments column)	Comments
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Tick here to add more new tables

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add new tables (* Required columns).

Rows	Data Source (Files Delivery /DB/API) *	Table Name *	Unique Identifier *	Incremental / Full Incremental - Updates based on specific date Full (might impact your daily process) - pull whole table every day *	Incremental Date Column	Add to Missing Files Procedure?	Add to Check Data Exists Procedure?	Is Check Data Exists fail process? *	Default Parameters for check data exists procedure (if not, please elaborate in the Comments column)	Comments
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You can add here a sample file (please add a maximum of 10 rows and include an example of a record that specifies the maximum length/size of the value).

Notes

Please make sure to add the relevant information at the "Add/Update Customer Attributes" section if needed.

Remember: For file delivery -providing a sample file is a prerequisite for adding new columns.

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add columns to existing tables. (* Required columns)

Rows	Data Source (Files Delivery/DB/API) *	Table Name*	Column Name*	Data Format/Type*	Sample File Is Available (relevant for SFTP)	Name of the file (if added directly to the SFTP)	Comments
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Tick here to add more Columns to Exisiting tables

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add columns to existing tables. (* Required columns)

Rows	Data Source (Files Delivery/DB/API) *	Table Name*	Column Name*	Data Format/Type*	Sample File Is Available (relevant for SFTP)	Name of the file (if added directly to the SFTP)	Comments
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You can add here a sample file (please add a maximum of 10 rows and include an example of a record that specifies the maximum length/size of the value).

Notes

Attributes can be added to activity history only if the calculation is min / max / sum(+)/ minus(-) (i.e. ratio can't be added to activity history - For more information about activity history click here)

Historical update default:

Basic attributes - no historical update (from implementation day forward),
Activity history attributes: Up to 3 months back

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add attributes. (* Required columns)

Rows	Attribute Name* (E.g. Total Payment Amount)	Based on Table/s * (E.g. Payments/Payments combined with customers based on customer ID)	Calculation/Column Name * (Example: "Sum(Payment Amount Where Status=True)" OR "Payment Amount")	Default Value (E.g. Unknown, N/A, 0...)	Time Frames * (E.g. 2 weeks, 3 months...)	Data Format/Type *	Required in Actvity History?	Required as KPI (Campaign /Dashboard)?	Flagged as exclusion attributes (opt_out)	Comments
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Tick here to add more Customer Attributes

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add attributes. (* Required columns)

Rows	Attribute Name* (E.g. Total Payment Amount)	Based on Table/s * (E.g. Payments/Payments combined with customers based on customer ID)	Calculation/Column Name * (Example: "Sum(Payment Amount Where Status=True)" OR "Payment Amount")	Default Value (E.g. Unknown, N/A, 0...)	Time Frames * (E.g. 2 weeks, 3 months...)	Data Format/Type *	Required in Actvity History?	Required as KPI (Campaign /Dashboard)?	Flagged as exclusion attributes (opt_out)	Comments
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Notes

Attributes can be updated in activity history only if the calculation is min / max / sum(+)/ minus(-) (i.e. ratio can't be added to activity history - For more information about activity history click here)

Historical update default:

Basic attributes - no historical update (from implementation day forward),
Activity history attributes: Up to 3 months back

Please note a sanity check can be requested when making changes to an existing attribute within your instance. If requested, the customer data engineer will provide a distribution of updated attribute values for review before implementation to ensure accuracy and expected behavior. This process helps prevent unintended discrepancies in how data appears on the site. Deployment will be paused until confirmation is received, which may introduce additional time before the update is applied. Please consider this when planning your deployment timeline.

Please make sure to fill in all the columns of the table with the relevant information needed for your request to update attributes. (* Required columns)

Rows	Attribute Name* (E.g. Total Payment Amount)	Based on Table/s * (E.g. Payments/Payments combined with customers based on customer ID)	Calculation/Column Name * (Example: "Sum(Payment Amount Where Status=True)" OR "Payment Amount")	Default Value (E.g. Unknown, N/A, 0...)	Time Frames * (E.g. 2 weeks, 3 months...)	Data Format/Type *	Required in Actvity History?	Required as KPI (Campaign /Dashboard)?	Flagged as exclusion attributes (opt_out)	Sanity Check Request	Comments
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Tick here to add more Customer Attributes

Please make sure to fill in all the columns of the table with the relevant information needed for your request to update attributes. (* Required columns)

Rows	Attribute Name* (E.g. Total Payment Amount)	Based on Table/s * (E.g. Payments/Payments combined with customers based on customer ID)	Calculation/Column Name * (Example: "Sum(Payment Amount Where Status=True)" OR "Payment Amount")	Default Value (E.g. Unknown, N/A, 0...)	Time Frames * (E.g. 2 weeks, 3 months...)	Data Format/Type *	Required in Actvity History?	Required as KPI (Campaign /Dashboard)?	Flagged as exclusion attributes (opt_out)	Sanity Check Request	Comments
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Notes

For more information about purchase history click here

Purchase History historical update default: Up to 3 months back

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add/update Purchase History attributes. (* Required columns)

Rows	Existing/New Attribute*	Attribute Name* (E.g. Bet Type)	Based on Table/s* (E.g. Bets/Bets combined with Bet_Details based on BetID)	Calculation/Column Name *	Comments
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Tick here to add more Purchase History Attributes

Please make sure to fill in all the columns of the table with the relevant information needed for your request to add/update Purchase History attributes. (* Required columns)

Rows	Existing/New Attribute*	Attribute Name* (E.g. Bet Type)	Based on Table/s* (E.g. Bets/Bets combined with Bet_Details based on BetID)	Calculation/Column Name *	Comments
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Notes

Date of submission

Hour Minutes

Editable Until Date

Hour Minutes

Data Change Request Form

Add New Tables

Add Columns to Existing Tables

Add New Customer Attributes/Activity History

Update Existing Customer Attributes/Activity History

Add/Update Purchase History Attributes