Data Connection allows you to dynamically pull promotion details—like reward type, value, and promo code—directly into your campaign templates. This means you can show each customer their unique promotion in real time, using personalization tags powered by OptiPromo.

This guide will show you how to set up the OptiPromo Data Connection and use it to insert dynamic promotion values into your templates.

Before You Begin

• Ensure your OptiPromo integration is active and configured for your Optimove site.
• Have a campaign ready that uses promotions you wish to display.

What You Can Personalize

With the OptiPromo connection, you can pull in the following dynamic fields:

• RewardType – e.g., “Bonus”, “Cashback”
• RewardValue – e.g., “$50”
• PromoCode – e.g., “WELCOME2025”
  • Note: This will display the unique, one-time code if you are using Personalized Promo Codes. 

Step-by-Step: Setting Up the OptiPromo Data Connection

1. Open Your Template

   In Optimove, navigate to Plan > Templates and open or create a new template.

   

2. Go to Personalization

   Add a new content block and click on the "Personalization" tab in the template builder menu.

   

3. Select Data Connection

   Choose “Data Connections” from the personalization options. From the dropdown, select the connection relating to OptiPromo. 

   

4. Choose the Field You Want to Insert

   A list of OptiPromo fields will appear. For this example, select RewardValue to show the actual reward amount.

5. Set Fallback Rules

   Choose what happens if a promotion value is missing for a customer. Your options are:

   • Do not send the message to that customer.
   • Use a default value (e.g., "a surprise reward").
6. Configure Lookup Rules

   Set up how Optimove should match the customer to their specific promotion. The system will prompt you to map the following:

   • CustomerId = %customer_id%
   • PromoCodeID = %Promo%

   These values, %customer_id% and %Promo%, are system variables that automatically represent the current customer and the promotion assigned to them in your campaign. You typically do not need to change these.

   
7. Review Summary & Insert

   Click Next to view a summary of your setup. Then click “Insert Data” to add the formula to your template.

Example Use Case

Let's say you want to create an email that displays a unique offer for each customer, like:

"You just won a $50 Bonus!"

To build this, you would combine static text with two dynamic fields from the OptiPromo Data Connection: RewardValue and RewardType.

1. In your template editor, type the static text: You just won a
2. Follow the steps above (1-7) to insert the RewardValue field.
3. Place your cursor after the inserted field, add a space, and then follow the steps again to insert the RewardType field.

Your template editor might look something like this:

You just won a [%DC...:rewardValue:%] [%DC...:rewardType:%]!

Don't worry about the long formula ([%DC...%]) – Optimove generates it for you. When the campaign is sent, it will automatically look up the correct promotion for each customer and replace those formulas with the real values.

What Happens During a Campaign Send

Once the campaign is launched:

• The formula in the template is automatically populated per customer.
• Data is pulled in real time from OptiPromo based on your lookup conditions.
• Customers see personalized rewards specific to their campaign eligibility.