A
- A/B Testing – A method of comparing two or more campaign variations to determine which performs best.
- Affinity – A customer’s preferred behavior based on past activity, such as their favorite payment method or most-played game.
- Audience Builder – A tool for creating targeted customer segments based on behaviors, demographics, and financial metrics.
- Automated Workflow – A rule-based sequence that triggers actions (e.g., messages, bonuses) based on customer behavior.
B
- Bonus Management – The ability to assign promotional bonuses or free spins within campaigns or workflows.
- Branching Logic – A feature in workflows that allows different customer paths based on conditions (Yes/No, A/B test, or multi-branch splits).
- Business Performance Dashboard – A dashboard providing key metrics like revenue, customer lifecycle trends, and product category performance.
C
- Campaign – A scheduled or event-driven marketing communication sent to a target audience.
- Campaign Goal – The objective of a campaign, such as increasing engagement (clicks, logins) or financial conversions (deposits, purchases).
- Campaign Performance Report – A report tracking key metrics such as delivery rate, engagement, and financial impact.
- Click-Through Rate (CTR) – The percentage of users who click a link in a campaign message.
- Communication Content – Messages sent via Email, SMS, Push, Inbox, WhatsApp, or Webhooks.
- Control Group – A segment of customers excluded from a campaign or workflow to measure the effectiveness of the initiative.
- Conversion Rate – The percentage of users who complete a desired action after receiving a campaign or entering a workflow.
- Customer 360 – A detailed customer profile showing activities, engagement history, financial metrics, and preferences.
- Customer Lifecycle Metrics – Key business indicators such as onboarding conversion rate, retention rate, and churn rate.
D
- Dashboard – A visual summary of business performance, marketing engagement, and campaign execution.
- Data Pipeline – A system that ingests and processes customer data in real time.
- Delay (Workflow Step) – A step in a workflow that waits a set amount of time before proceeding to the next action.
- Delivery Rate – The percentage of campaign messages successfully sent and received by customers.
- Dynamic Audience – A customer segment that updates automatically based on real-time data.
E
- Engagement Dashboard – A dashboard that tracks customer interactions with campaigns, including send-outs, opens, clicks, and conversions.
- Enrollment Trigger – A condition that enrolls a customer into a workflow based on an event or predefined audience.
- Event-Based Campaign – A campaign that is triggered when a customer performs a specific action (e.g., makes a deposit, logs in).
- Exit Workflow – The final step in a workflow, which either ends the process or transitions the customer to another workflow.
F
- Financial Attribution – The process of linking revenue impact to a specific campaign or workflow.
- Flexible Scheduling – The ability to schedule campaigns based on time-based triggers or event-based conditions.
H
- Heatmap (Peak Activity Hours) – A visualization of the hours when customers are most active, used in engagement dashboards.
K
- Key Financials – Business metrics such as Gross Revenue, Customer Lifetime Value (LTV), and Average Revenue Per User (ARPU).
- Key Performance Indicators (KPIs) – Metrics used to evaluate the success of campaigns and workflows.
L
- Lifetime Value (LTV) – The projected revenue a business can expect from a customer over their lifetime.
- Live Audience – A real-time updating audience segment that dynamically adjusts based on customer activity.
M
- Marketing Dashboard – A dashboard designed for marketing teams to track campaign performance and its impact on revenue.
- Merge Tags – Dynamic content variables used to personalize messages (e.g., inserting a customer’s name in an email).
- Monetary Campaign Highlights – A section in the marketing dashboard showing top campaigns based on revenue attribution.
- Multi-Branch Split – A workflow condition that divides customers into up to four different paths based on custom criteria.
N
- Notification Tab – A section in OptiKPI displaying system alerts, pending tasks, and platform usage updates.
O
- On-Schedule Audience – A customer segment that updates based on a predefined schedule (e.g., daily at 9 AM).
- Open Rate – The percentage of email recipients who open a campaign email (not applicable to SMS or Push Notifications).
- OptiKPI Library – A repository where users store and manage marketing content such as emails, SMS, and push notifications.
P
- Peak Engagement Hours – A heatmap visualization showing when customers are most likely to engage with campaigns.
- Preferred Product Category – The types of products or games a customer interacts with most frequently.
R
- Real-Time Processing – The immediate updating of customer segments, reports, and campaign execution.
- Rejoin (Workflow Step) – A feature allowing customers in a workflow to be directed back into the main flow after branching.
- Retention Workflow – A workflow designed to keep customers engaged over time through automated communications.
- RFM Audience – A customer segment built using Recency, Frequency, and Monetary (RFM) analysis to categorize customer value.
- Row-Level Data Filtering – A feature in Advanced Reporting allowing users to set detailed filtering conditions in reports.
S
- Scheduled Audience – A segment that updates periodically rather than in real-time.
- Segment Builder – A tool that allows users to create and refine customer segments using filters, properties, and events.
- Session Metrics – Data points tracking customer interaction counts, such as session duration or number of logins.
- Short Link Domain – A domain used for generating shortened, trackable campaign URLs.
- Split Testing (A/B Testing) – The process of running multiple versions of a campaign or workflow to measure effectiveness.
- Static Audience – A fixed list of customers that does not update automatically but can be manually refreshed.
T
- Tagging System – A feature in OptiKPI allowing users to categorize and organize campaigns, audiences, and reports.
- Target Audience – The customer group selected for a campaign or workflow based on specific segmentation criteria.
- Time-Based Trigger – A campaign scheduling method where messages are sent at a fixed date and time.
- Tracking Link – A shortened URL added to campaigns to monitor click-through rates and conversions.
U
- Universal Features – Common functionalities available across OptiKPI, including tagging, search, and filtering.
- Untouched Customers – Customers who have not been contacted by any campaigns in the last 7 days.
W
- Workflow – A series of automated actions triggered by customer events or predefined criteria.
Workflow Report – A summary of workflow performance, tracking customer enrollments, completion rates, and engagement metrics.