Resources
User guide
Find official information on how to use OptiKPI
Introduction to OptiKPI
Setting Up Your OptiKPI Account
Account Settings
Discover your personal command center within OptiKPI's Settings.
Brand Settings
Manage and update essential details about your brand displayed and utilized across the platform.
Team Members
Facilitate collaborative efforts selecting who can access the account and their roles.
Integrations
Configure essential marketing channels for campaigns and workflows.
Campaign Preferences
Manage communication send-out limits and preferences
Security
Comprehensive admin tools to enhance and customize the security settings of the account.
Audiences
Introduction to Audience
Organize customers into groups based on their behaviors, preferences, and characteristics.
Understanding Audience Types
Learn about the four fundamental audience types and how their data is updated and managed.
Core Concepts of Audience Builder
Discover the foundational elements that form the backbone of audience segmentation.
Building Your Audience
Build precisely targeted audience to effective deliver campaigns and workflows.
Audience Use Cases
Discover some key uses cases and how audience could help you.
Library
Introduction to the Library
Learn about your central hub for all marketing content.
Organizing Content
Keep your content organized and easy to find, follow these best practices.
Creating Email Content
Manage your email content efficiently by following this step-by-step guide.
Creating SMS/MMS Content
Efficiently manage your SMS and MMS content by following this detailed guide.
Creating Push Notifications
Efficiently manage your push notification content by following these detailed steps.
Campaigns
Introduction to Campaign Management
Learn about creating and managing effective campaigns using OptiKPI's powerful tools.
Creating a New Campaign
Discover where to start and how to best do it when creating a new campaign.
Define Campaign Goal
Learn about OptiKPI two primary types of campaign goals.
Setting up Campaign Audience
Select target groups leveraging existing audiences or creating a new one from scratch.
Setting up Campaign Trigger
Learn about how to deliver campaigns depending on the type of trigger you select.
Setting up Communication Content
Ensure right messaging selection for your campaign audience to achieve its objectives.
Setting up Bonus
Enhance your campaigns by assigning bonuses, coupon codes, or free spins to your audience.
Review & Publish Campaign
Learn about the Campaign Summary to review Goal, Audience, Trigger, and Communication.
Edit Campaign
Edit, manage, and track campaign changes based on its status.
Performance Report
A detailed campaign performance reports to help you analyze key metrics and measure success.
Workflow
Introduction to Workflow
Learn about workflows and how they can be an allied in your daily work.
Workflow Objectives
Learn how to define clear objectives for your workflow ensuring efficiency.
Workflow Settings
Discover Control groups, Enrollment Trigger and Re-Enrollment options.
Adding Steps to the Workflow
Build multi-faceted workflows leveraging delays, actions, branches and exit cards.
Activating & Managing Workflows
Learn how you can save your workflow and the different options you have.
Workflow Report & Performance Tracking
A detailed workflow performance reports to help you analyze key metrics and measure success.
Editing an Active Workflow
Edit, manage, and track workflow changes based on its status.
Deactivating a Workflow
Learn how users can set an active workflow to inactive with two options.
Workflow Best Practices & Real-Life Use Cases
Discover some workflow-related best practices to improve you work pipeline.
Dashboard
Introduction to Dashboard
Master the Dashboards and optimize your marketing strategy with data-driven decisions.
Engagement Dashboard
Designed for marketing teams to evaluate campaign execution and performance.
Business Performance Dashboard
Designed for management teams to assess overall business performance at a glance.
Marketing Dashboard
Designed for marketing managers to assess campaign performance and its impact.
Notification Tab
An overview of system usage, alerts, and pending tasks that require user attention.
Best Practices for Using Dashboards
Maximize the effectiveness of the dashboards.
Customer 360
Introduction to Customer 360
Learn to leverage profile data, engagement history, financial metrics, and behavioral insights.
Searching for a Customer
Locate a specific customer by searching using Customer ID, Name, Emails and more.
Customer Profile Overview
Detailed insights into customer activity, engagement, and financial behavior.
Available Actions
Discover the set of actions you can perform on Customer 360.
Advanced Reporting
Introduction to Advanced Reporting
A set of powerful tools to allow your business to extract valuable insights from customer data.
Creating a New Report
Generate customized table reports using all available data fields ingested by OptiKPI.
Configuring the report
Learn how to define the parameters of your analysis.
Generating and Saving the Report
Discover how to launch the analysis and save the result on the platform.