The Promotion Metadata use case is designed to streamline how you display promotional offers in your campaigns. By connecting a single, reusable template to a data source of your promotion details, you can dynamically display the correct discount codes, conditions, and images based on the promotion assigned to the campaign. This approach eliminates the need for duplicate templates, ensures messaging accuracy, and allows for centralized management of all your promotional content.
Problem Statement
You assign various promotions to campaigns, but there is no straightforward method to link promotion details like discount codes or expiry dates to those campaigns within Optimove. This often leads to duplicating templates or using complex workarounds, which complicates dynamic content and personalization.
Goal
When a promotion such as "FREESHIPPING" is assigned at the campaign level, the email message should automatically pull the corresponding promo code, conditions, and image from your data source.
Solution
Use Data Connections to import promotion metadata into your templates based on an assigned promo code. You can set up a Data Connection where the primary key matches the promotion code (e.g., [%PROMO%]) assigned at the campaign level. Formulas in the template can then dynamically display the correct promotion details.
Implementation
Step 1: Create a Data Connection with Promotion Metadata
Create a Data Connection where each row represents a promotion. The data can be uploaded as a CSV or JSON file via the UI or created via API.
The primary key (e.g., code) must match the values assigned at the campaign level, represented by a tag like [%PROMO%].
Example Data (CSV format):
| code (PRIMARY_KEY) | promotion | discount_condition | legal_text | banner_image_url |
|---|---|---|---|---|
| SUM20OFF | SUMMER20 | Get 20% off all items | Valid on orders over $50. | https://example.com/img/summer20.png |
| FREESHIPPING | FREESHIP | Free shipping on all orders | Available in selected regions only. | https://example.com/img/freeship.png |
| BOGO50 | BOGO50 | Buy 1 get 1 50% off | While supplies last. | https://example.com/img/bogo50.png |
Step 2: Use the Formula in Your Email Template
Use a Data Connection formula to pull the relevant metadata using the [%PROMO%] tag as the lookup value.
Demonstration:
Example Formulas:
Promo Code: [%DC_123e4567:[%PROMO%]::promocode:WELCOME10%]
Condition: [%DC_123e4567:[%PROMO%]::discount_condition:Get 10% off%]
Legal: [%DC_123e4567:[%PROMO%]::legal_text:Valid for new users only.%]
Image: [%DC_123e4567:[%PROMO%]::banner_image_url:https://example.com/default.png%]123e4567 with your actual Data Connection UUID.Important Notes
Preview and Test Send functionalities will not populate these dynamic tags because general tags like [%PROMO%] are not supported in those modes. Functionality should be tested via a live campaign with a proper promotion assignment.
Outcome
This setup allows your team to reuse a single template for multiple promotions and manage metadata centrally, ensuring consistency and accuracy.