FAQs

Optivo is a new and innovative product, and people often have a lot of questions! 

Please see below for the most commonly asked. 

FAQs

Optivo is a new and innovative product, and people often have a lot of questions! 

Please see below for the most commonly asked. 

What does Optivo do?

Optivo, powered by esbconnect, is a first-of-its-kind solution in the UK for user identification and remarketing via email. It enables brands to identify anonymous visitors to their website, that are not in their CRM, and automatically trigger a follow-up email as they leave the site, encouraging further engagement with the brand. Furthermore, consumers can be automatically routed to a brand’s CRM for further marketing by clicking on an opt-in button on the email, we call this frictionless opt-in.

How does Optivo identify anonymous website visitors? 

Optivo uses a lightweight code snippet on your website to identify up to 35% of anonymous site traffic. It does this by matching signals from user sessions – such as IP address and device data – against esbconnect’s database of over 17 million opted-in UK consumers.

Who sends the emails? 

This is a key distinction from similar US-based solutions. Optivo sends the triggered emails on behalf of the brand, using esbconnect’s explicit opt-in permissions. This ensures full GDPR compliance and provides transparency and choice for the consumer about why and how they are receiving the emails.

What does the consumer experience look like? 

This is a key distinction from similar US-based solutions. Optivo sends the triggered emails on behalf of the brand, using esbconnect’s explicit opt-in permissions. This ensures full GDPR compliance and provides transparency and choice for the consumer about why and how they are receiving the emails.

How is Optivo different from traditional email marketing? 

Traditional email marketing typically falls into two categories:

  • CRM/Retention: Email campaigns to your existing list of opted-in customers.
  • Acquisition: Sending emails to third-party licensed lists.

CRM-based strategies, while highly effective in terms of engagement and response, are limited by the size of your existing list. Acquisition strategies, without accurate and recent data, often lack quality signals about whether recipients are actually in-market.
Optivo combines rich intent signals from your website visitors with esbconnect’s large, opted-in database. This ensures you’re reaching engaged users with timely, relevant emails-at greater scale than CRM or acquisition alone.

What is Opt Me In? 

esbconnect owns several consumer-facing brands including The Goodybag, Hundreds of Brands, and WeSearch UCompare. The parent brand, Opt Me In (opt-me-in.com), gives consumers full visibility and control over their data. Every opted-in user receives onboarding emails explaining their data rights and how to manage preferences via the Opt Me In platform. All promotional emails sent via Optivo include Opt Me In branding for full transparency.

How is Optivo different from cart abandonment tools? 

Cart abandonment tools can only target users who reach the cart page, provide their email, and then leave without converting. They are also constrained by your existing CRM platform.

Who is the ideal customer for Optivo? 

While the customer base will grow over time, the ideal user today is a consumer-facing brand selling products or services online. These businesses are often already using retention tools and retargeting tactics in other channels and are now seeing diminishing returns due to the decline of cookies and other third-party identifiers.

Is Optivo GDPR-compliant? 

Yes. Optivo is GDPR-compliant, thanks to the privacy standards and scale of esbconnect’s 17M+ opted-in consumer database. All users have opted in to receive marketing from esbconnect, its consumer brands like Opt Me In and its partners and can manage their data preferences through the Opt Me In privacy portal. A welcome email series further ensures that consumers understand their rights and how their data is used, when they opt in to receive marketing messages.

Does Optivo integrate with platforms like Klaviyo, Salesforce, and HubSpot? 

Yes. Optivo offers robust integrations with most leading CRM, CDP, and ESP platforms. Please speak to your Client Service Manager to confirm compatibility with your specific setup.

How easy is it to set up? 

Very easy. Simply add the lightweight Optivo code snippet to your site or tagging platform, share your existing email creatives, and link your CRM. The platform can typically be up and running in days-not weeks.

What is the pricing model? 

Pricing is based on volume tiers. Please refer to our pricing matrix on the website or in commercial materials for detailed information.

What kind of customer support is available? 

Every client is assigned a dedicated Client Service Manager to oversee setup, ongoing optimisation, and reporting. They’re also your go-to contact for any technical support or troubleshooting.

How does Optivo work?

Optivo helps brands reach opted-in UK consumers outside of their own CRM by using deterministic data and consent-based targeting. It is designed to replace shrinking retargeting pools caused by internet browser restrictions, cookie deprecation, and tighter privacy rules.

  • Data foundation: A GDPR-compliant dataset of over 17 million opted-in UK consumers, with 400+ attributes such as demographics, interests,
    location, and engagement behaviour.
  • Mechanism: Consumers are recognised when browsing brand websites (via tags deployed through the brand’s CMP). Where consent is present, esbconnect (Optivo) can match these interactions to opted in profiles.
  • Activation: Brands can then target these users via email campaigns (delivered through Optivo).
  • Transparency: Consumers can view, manage, or revoke consent anytime via brand CMPs, esbconnect’s privacy hub (opt-me-in.com), or unsubscribe links.

How is user consent collected and managed?

Consent is collected via the brand’s own Consent Management Platform (CMP), such as Cookiebot or OneTrust. esbconnect tags should only trigger
after valid consent is given. These CMPs should be configured to comply with UK GDPR and PECR requirements.

Consent is specifically obtained for:

  • The use of cookies and tags to collect device data
  • Processing for profiling and targeted advertising
  • Sharing relevant customer data with esbconnect (if applicable)

Integration is supported with IAB TCF-compliant frameworks, where applicable, or non-IAB implementations via manual cookie categorisation

Why is consent required for device-level matching?

Consent is required because device fingerprinting and tag-based identifiers are considered personal data processing under PECR/GDPR.
Since the purpose is advertising (not ‘strictly necessary’ functionality), consent must be explicit. The ICO has made this requirement clear in
guidance on cookies and online advertising.

Who is the data controller?

  • Joint Controllers: When esbconnect and the brand collaborate to deliver marketing using brand customer data or site-tag data.
  • Sole Controller (esbconnect): Where esbconnect uses its own profile data or repurposes shared data for additional services, audience building, or enrichment.

This relationship is documented, and users are informed in both the brand’s and esbconnect’s privacy policies.

What information must the brand include in itsprivacy policy?

Only a short paragraph is needed, which:

  • Names esbconnect Ltd
  • Explains the purpose (targeted advertising)
  • References use of cookies/tags (with consent)
  • Clarifies controller roles
  • Links to more info on www.opt-me-in.com

esbconnect provides a ready-to-use wording plus long-form explanation
on its privacy hub.

Can esbconnect use the data for its own purposes?

If someone consents on the brand’s CMP, then esbconnect can use the data for own purposes but only where:

  • Consent has been given
  • Users are informed via both the brand’s and esbconnect’s privacy
    notices

In this case, esbconnect may use the data to:

  • Enhance existing profiles
  • Build new audiences (e.g. a lookalike audience for the brand to help them acquire new customers)
  • Improve relevance and performance of future campaigns (e.g.understand what subject lines are working).

All processing is compliant with GDPR transparency and lawful basis requirements.

How do users exercise their rights?

Users can:

  • Withdraw consent via the brand’s CMP
  • Opt out via unsubscribe links in esbconnect-delivered emails
  • Contact esbconnect directly via its privacy notice

Requests (DSAR, erasure, rectification, suppression) are honoured promptly within GDPR deadlines.