A Fresh Look: New Names for Channels and AI Agents
As part of our ongoing rebranding, channel and AI Agent names are being refreshed across the platform. The capabilities are unchanged; the names are now cleaner, more consistent, and aligned with how marketers actually talk about each channel.
New channel names:
- Email (formerly Optimail)
- Mobile In-App (formerly Optimobile In-App)
- Mobile Push (formerly Optimobile Push)
- SMS (formerly OptiText SMS)
- WhatsApp (formerly OptiText WhatsApp)
- Web Push (formerly OptiWeb Push)
- Web Inbox (formerly OptiWeb Inbox)
- Optimove Personalize (formerly Opti-X)
Third-party and triggered channels now appear with (3rd Party) at the end of the name, for example Email (3rd Party), SMS (3rd Party), and Triggered Email (3rd Party).
New AI Agent and feature names:
- AI Journey Decisioning Agent (formerly Self Optimizing Journeys, or SOJ)
- AI Offer Decisioning Agent (formerly Self Optimizing Campaigns, or SOC)
- AI Insights Agent (formerly Optibot)
- Promotions (formerly OptiPromo)
Some attribute alias names will be refreshed shortly as well (for example, Optimail Unsubscribe will become Email Unsubscribe). An in-app guide will appear on login with a quick walkthrough of the changes.
Send-Time Precision: Conditional Execution V2 for Scheduled Campaigns
Conditional Execution V2 is now available for clients on Campaign Execution 2.0, giving marketers more precise control over campaign eligibility checks at send time.
Instead of validating eligibility once for the entire campaign action, V2 evaluates eligibility at the Send Group level (same template plus same send time), as close to the actual send moment as possible.
- Send Group-Level Validation: Eligibility is checked per Send Group, supporting validation at the channel, brand, and template levels.
- Built for STO and Multi-Template Campaigns: Particularly powerful for Send Time Optimization and campaigns that use multiple templates, where eligibility can shift between scheduling and delivery.
- Channel Eligibility Applies Automatically: Any Channel Eligibility rules you've configured are honored as part of the V2 flow.
- Familiar Approval Flow: Just like V1, you'll receive a heads-up notification, approve the eligible customers before the deadline, and the campaign sends to the approved list only. The default heads-up window is 1 hour (a configurable setting in Settings is coming soon).
- V1 or V2, Client-Level Choice: Each client can use V1 or V2 (not both simultaneously). You can validate V2 in your dedicated test site or a shared sandbox before rolling it out in production.
Close the Loop: Content Intelligence Agent
The new Content Intelligence Agent connects AI-generated content tags (via Optimove AI) to both campaign performance and customer-level preferences, closing the loop between analysis, insight, and activation.
Marketers can now identify winning content patterns in a dedicated report and immediately apply them in targeting and personalization, without going through multiple tools or analyses.
- Content Intelligence Report: A new report under Analyze → Content Intelligence that helps you understand what content you're sending and what actually performs, using metrics like Total Targeted Share and Response Rate.
- Preferred Content Tags in Customer 360: Surfaces, per customer, the content types they're most likely to engage with (such as Promotion Type, Tone of Voice, or Product Category), based on historical campaign engagement.
- Content Preferences Customer Attributes: Enables audience segmentation based on the types of content customers are most likely to engage with. Gradual rollout starting soon.
Learn More: Content Intelligence Report | Learn More: Preferred Content Tags in Customer 360
KPI Flexibility: Campaign-Level KPIs in Streams
You can now define KPIs at the campaign level within a Stream, bringing Stream campaigns in line with how KPIs already work in the Campaign Builder.
Each scheduled campaign node inside a Stream now includes an option to use either the default Stream KPI or a custom KPI. A small note under the Stream KPI field shows how many campaigns in the Stream have custom KPIs, so it's always clear which campaigns are (and aren't) affected by Stream-level KPI changes.
- Consistent Experience: Stream campaigns now behave like standalone campaigns when it comes to KPI selection, removing a long-standing source of confusion.
- No More Manual Workarounds: Saves time by eliminating the need to manually update KPIs in Mission Control after building a Stream.
- Clear Stream-Level Awareness: An inline indicator shows how many campaigns are using custom KPIs, so changes to the Stream KPI never come as a surprise.
This feature is available to all clients.
Lifecycle at a Glance: Daily Net Change in Live vs. Non-Live Customers
A new widget is now available in Dashboard Personalization: the Daily Net Change in Live vs. Non-Live Customers.
Add it to your personalized dashboard to track day-over-day movement in your customer base, including entries, exits, and lifecycle stage transitions, all in one consolidated view.
- Daily Net Change: A clear daily delta for both Live and Non-Live customer counts.
- Entries and Exits: Visibility into who's joining and who's leaving each cohort every day.
- Lifecycle Stage Transitions: See where customers are moving across lifecycle stages, so you can adjust strategy quickly.
Smarter Target Groups: Segment by Campaign Series ID
A useful enhancement for Campaign Execution 2.0 clients: you can now segment Target Groups by campaign history using a Campaign Series ID.
This makes it much easier to build follow-up audiences (or suppression lists) based on whether users were part of a specific campaign series, without hand-curating lists.
- Where to Find the ID: The Campaign Series ID is shown at the top of the Campaign Details page, or you can add the Campaign ID column directly to Mission Control.
- Available to All CE 2.0 Clients: No additional configuration or enablement is required.