OptiPromo’s real-time capability allows you to automatically trigger personalized promotional offers the moment a customer meets a predefined condition, based on live session or behavior data tracked in Optimove.

This guide will walk you through setting up a real-time promotion from start to finish.

Before You Begin

• Ensure you have already created a Reward Type from the Promotion Settings section. Real-time promotions are built using these predefined reward types. For more details on this, visit our Getting Started with OptiPromo Academy page.

Step 1: Set Promotion Details

First, navigate to the promotions section and define the core details of your promotion.

1. In the navigation menu, go to Plan → OptiPromo → Promotions.
2. Click Create New.
3. In the Promotion Details screen, fill in the following:
   • Promotion Name: Give your promotion a unique name (e.g., “Wager100Bonus”).
   • Description: Add an optional description for internal reference.
4. In the Promo Code section, choose how the promo code will be assigned. Select one of the three options:
   • No Code Required: This is applied automatically. A code is generated behind the scenes for tracking purposes.
   • Global Promo Code: This is a single, reusable code that can be shared with all customers.
   • Personalized Codes: These are unique, one-time codes tailored for individual customers.
5. Click Next to continue.

Step 2: Add Meta Data (Optional)

In this step, you can add optional tags or properties to help identify and organize this promotion. This can be useful when integrating with other systems. When you are done, click Next.

Step 3: Configure the Real-Time Reward

In the Rewards step, you will define what your customers receive and when.

1. Choose between a Single Reward (the same for all customers) or a Tiered Reward (which varies by customer segment).
2. Select the Reward Type you created in the Promotion Settings.
3. Toggle “Calculate the reward value?” to on. This enables the real-time logic.
4. Define the reward value dynamically. For example, you can base it on:
   • A percentage of a purchase, such as 10% of purchase.amount.
   • A live Session Attribute, such as the total amount wagered in a session.
5. Choose a Rounding Option if needed.
6. Click Next to proceed.

Step 4: Apply Budget & Constraints

This optional step helps you control your promotion spending. You can:

• Limit the total reward budget.
• Set a minimum or maximum reward amount per customer.
• Add constraints at the channel level.

These settings help ensure budget control and promotional fairness. Click Next when you are done.

Step 5: Review & Activate

In the final Summary step, review all the promotion details you have configured. You have a few options:

• Click Save to keep the promotion in draft mode.
• Click Save and Activate to launch the promotion immediately.
• You can also Save and Deactivate to pause the promotion for later edits (Note: The Promotion Code cannot be changed once created).

Next Steps: Link Your Promotion in a Campaign

Once active, your promotion will be available in the Campaign Builder. To link it to a real-time event, make sure a real-time trigger is set up under Plan → Realtime Triggers and is linked to the campaign.

When the trigger condition is met, OptiPromo will automatically calculate and return the correct reward in real-time.

Use Cases

eCommerce: Abandoned Cart Recovery (Real-Time)

Scenario: A customer adds items worth $120 to their cart but doesn’t check out within 5 minutes. OptiPromo detects the event in real time and immediately sends a push message: "Still thinking it over? Here's 10% off, just for today."

Value:

• Re-engages customers while they’re still in buying mode
• Helps recover revenue that would have otherwise been lost
• Requires no waiting for scheduled follow-ups, timing is everything, and real-time wins

Gaming: Wager Milestone Reward (Real-Time)

Scenario: A player is actively wagering on slots. As soon as they reach a total of £100 wagered within the session, OptiPromo triggers a reward in real-time; e.g., £10 bonus + 10 Free Spins, without waiting for the next day or a manual check.

Value:

• Delivers a reward at the exact moment of engagement, maximizing delight
• Encourages longer play sessions by surprising players with in-session incentives
• No need to wait for batch data or scheduled campaigns, it’s instant, seamless, and fully automated