If you have a promotion system integrated with Optimove, you can level up your promotion strategy with OptiPromo.

OptiPromo unlocks advanced bonus calculations, using rich Optimove data to deliver dynamic promotions that further boost engagement and optimize reward spend.

To gain access to OptiPromo, please speak to your Customer Success Manager.

How to Use

As an API-first solution, OptiPromo is designed to integrate seamlessly with your promotion system. Before creating your promotions, you will need to implement the OptiPromo API.

To start, configure a reward type that will later be associated with your promotions. 

Under the Plan section in the navigation bar, you will find the OptiPromo pages. Choose Promotion Settings to review your existing reward types or add a new one.

Creating a Reward Type

Before setting up a promotion, you need to create a reward type. This can be done through the Promotion Settings page. 

1. Navigate to Promotion Settings in the navigation bar.
2. Click Add Reward Type.
3. Fill in the Reward Type Details:
   • Name: Internal name for the reward type.
   • Display Name: The name that will appear in the promotion system.
   • Description (Optional): Additional details about the reward type. 
   • Upload an Image (Optional): Add a visual representation of the reward.
   • Category: Choose between Amount (monetary rewards) or Units (activity-based rewards).
   • Reward Constraints (Optional): Set minimum and/or maximum allowed values for this reward type.

   

4. Click Save to finalize the reward type creation. 

Creating a Promotion

Under the Plan section in the navigation bar, you will find the OptiPromo pages. You can review your existing promotions in the lobby and create new ones.

1. In the top right-hand corner, select Create New.
2. Fill in the following Promotion Details:
   • Promotion Name: e.g., VIP25
   • Promotion Code: This refers to the identifier for the promotion in your promotion system.
     • Note: This can also be the code that is presented to customers.
   • Description: Add any additional information about the promotion.

   Please Note: Once the promotion is created, you cannot edit the Promotion Code.

3. Add Additional Properties (optional)
   • These properties will be sent via API to your promotion system. Examples: Expiration Date, Eligible Products, Country, etc.

   Please Note: These properties must be applied in your Promotion System to impact promotion allocation. Setting up property details provides visibility between marketing teams (managing promotions in Optimove) and developers (implementing your Promotion Systems).

   

4. Click Next and decide on the type of reward you want to deliver. This section defines which promotion your customers will receive. When activating a promotion, your promotion system will call Optimove’s API to determine the reward a customer will receive.

   Types of Rewards

   Single Rewards: Every customer getting the campaign will get the same promotion.

   Tiered Rewards: Create segments to personalize rewards.

   External Rewards: Rewards will be calculated outside of Optimove.

   

   Setting Reward Values

   All available reward types are listed in the dropdown menu. Choose the relevant reward type for your promotion.

   

   Calculating Rewards

   This enables you to create dynamic rewards that adapt to player behavior like deposits, bets, and losses.

   Example: 10% of the Last Deposit Amount. If a customer's last deposit amount is $100, they will get a $10 promotion. If another customer’s last deposit amount is $200, they will get a $20 promotion from the same campaign.

   Rounding Options

   After configuring a calculated reward, you can choose a rounding type from the dropdown menu:

   • Round: Rounds to the nearest value
   • Round Up: Always rounds up to the nearest value
   • Round Down: Always rounds down to the nearest value
   • MROUND: Rounds to the nearest multiple of a specified factor
   • No Round: Keeps the exact calculated value

   For all rounding options, you can specify Decimal places:

   • Setting it to 2 will transform 5.789 into 5.78
   • Setting it to 0 will transform 5.789 into 5

   For MROUND, you must also define a Factor:

   • Example: MROUND (34.75, 0.1) = 34.8
   • Example: MROUND (11, 3) = 12

   Budget & Constraints

   Customer Capping

   Limits the number of customers who can receive a promotion to prevent over-distribution and ensure a controlled roll-out.

   Budget Capping

   Sets a monetary cap on total promotional spend per reward type, keeping campaigns within budget and avoiding overspending.  For each section, you can define Daily, Weekly, Monthly, and Lifetime caps, and you can set multiple definitions as needed.

   If both caps are configured, the promotion will be stopped when the first cap reaches its limit. If multiple reward types are configured in the rewards section, all will be available in the Budget Cap section.

   Override Existing Constraints

   You can modify constraints initially set in the Reward Type Settings under Promotion Settings. This allows flexibility in adjusting constraints specific to the current promotion.

   

5. Click Next to review the promotion configuration summary and ensure all details are correct. To complete the creation, choose either:
   • Save – The promotion is saved as Draft
   • Save and Activate – The promotion status becomes Active, making it available inside the campaign builder.

   Please Note: Once the promotion is created, you can select Save and Deactivate. This changes the promotion's status to Deactivated, allowing you to edit most details except for the promotion code.

   

6. If you choose Save and Deactivate later, you can edit Promotion Details (except the promotion code) and then re-activate when ready.
7. To connect a promotion to a campaign in the Campaign Builder, simply select the relevant promotion in the Promotions section.

   

Use Cases