This guide provides a quick-reference breakdown of all OptiPromo actions and indicates where they can be performed: via the API, in the Optimove UI, or both. Use these tables to understand the scope of automation and plan your integration.

Legend:

✅: Supported
❌: Not Supported

Tenant Management

Action	Description	API	UI
Set Tenant Metadata	Update tenant basic information and settings.	❌	✅
Configure amount reward types	Set up monetary reward types (e.g., $5 off, 10% discount).	❌	✅
Configure unit reward types	Set up unit-based reward types (e.g., free shipping, bonus points).	❌	✅
Configure customer property schema	Define the schema for customer properties.	❌	✅
Configure promotion property schema	Define the schema for promotion properties.	✅	✅
Configure session property schema	Define the schema for session properties.	❌	✅
Configure customer property synchronization	Define which properties should be synced daily for use within OptiPromo.	❌	✅

Promotion Management

Action	Description	API	UI
Create promotion	Create a new promotional campaign.	✅	✅
Duplicate promotion	Copy an existing promotion to create a new one.	✅	✅
Set promotion metadata	Update a promotion's name, description, and basic info.	✅	✅
Set promotion properties	Configure promotion rules and conditions.	✅	✅
Set promotion tiers	Configure a multi-tier reward structure.	✅	✅
Set reward constraints	Set limits on rewards (max per customer, time limits).	✅	✅
Set publishing budgets	Configure spending limits and budget controls.	✅	✅
Activate promotion	Launch or start a promotion.	✅	✅
Deactivate promotion	Stop or pause a promotion.	✅	✅
Archive promotion	Move a promotion to an archived state.	✅	✅

Promocode Management

Action	Description	API	UI
Create promocode	Create a new promocode.	✅	✅
Set promocode type	Change a promocode's type (e.g., single-use, bulk).	✅	❌
Upload promocodes	Bulk upload promocode values from a file.	✅	❌
Assign promotion to code	Link a promotion to a promocode.	✅	✅
Unassign promotion from code	Remove the promotion link from a promocode.	✅	✅
Link campaign	Connect a promocode to a marketing campaign.	✅	❌
Unlink campaign	Disconnect a promocode from a campaign.	✅	❌
Show promocode	Make a promocode active or visible.	✅	❌
Hide promocode	Make a promocode inactive or hidden.	✅	❌

Customer Validation

Action	Description	API	UI
Validate Customers	Check if customers are eligible for a promocode.	✅	❌