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  • Campaigns
  • Automation Rules

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  1. Products
  2. CRM Automation

Campaigns vs Automation Rules

This document describes the main distinctions between the different types of Campaigns and Automation Rules.

Last updated 11 months ago

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With Smartico you can build a Real-time Campaign, a Scheduled Campaign, a Real-time Automation Rule, and a Scheduled Automation Rule. There is a significant difference among them below it’s described the main differences and some use cases relevant to the specific campaign type or automation rule type.

Short summary

Use Automation Rules when you need to cover simple "if-then" case or you need to make an action on accumulation, like "Give 1 point for every 100 bets" .

Automation rules are extremely high performing and can execute simple thousands of actions in the mater of seconds.

Use Campaigns only when you cannot cover your case with Automation Rules.

Campaigns

The real-time campaigns and scheduled campaigns use the Smartico Journey Builder which is a campaign planning tool that enables you to design and automate campaigns that guide users through their journey with a brand. Its foundation is the journey, which is the communication plan you design.

Real-time campaigns are triggered by some event, such as a Deposit, Withdrawal, Login, Casino or Sports bets, Account status change, some client action, etc. When configuring a real-time campaign you can define:

  • Player segment (only VIP players, only players who have deposits above 100EU, etc.)

  • Entry mode of the campaign (Once during an open journey, Once in a lifetime of a user, etc.)

  • Campaign duration

  • Control Group

Use Cases for Real-time Campaigns:

  1. If you want to give a 50% bonus for each deposit and then send communication (email, SMS, pop-up, inbox, etc) to the user about the calculated bonus amount.

  2. If you want to send a pop-up or inbox message when the user becomes online to promote a specific casino game and define the outcome, if the user plays the game - convert the campaign, if not wait 1 day and send them an email.

  3. If you want to send a welcome email when the user profile is ready after registration.

Scheduled Campaigns are triggered on a specific schedule such as daily, specific days of the week, specific days of the month, one time on a specific day, etc. When configuring a scheduled campaign you can define:

  • the player segment (only VIP players, only players who have deposits above 100EU, etc.)

  • the entry mode of the campaign (Once during an open journey, Once in a lifetime of a user, etc.)

  • The campaign duration

  • The Control Group

Activities that require the player to be online like pop-ups and inboxes cannot be added to the flow builder at the beginning of a scheduled campaign.

Use Cases for Scheduled Campaigns:

  1. Every Monday you want to give a 10% cash bonus for all deposits done during the weekend.

  2. On the 1st day of every month, you want to send an email giving a free mini-game attempt on ‘Spin the Whee’l and then wait when the user to become online and show a matching pop-up.

  3. If you want to send communication to promote a scheduled mission one time on a specific date and time.

Automation Rules

Automation rules are predefined conditions or criteria that are set to trigger specific actions or workflows automatically. With Smartico operators can set Real-time and Scheduled Automation rules. The main difference between the two types is that real-time rules require a trigger event to start the execution, and scheduled ones will start automatically when the execution schedule is set

With the automation rules, operators can define a specific segment of players and perform automatically various processes. For example, to add/deduct/reset points, give bonuses, give mini-games, change levels, give missions, start/stop campaigns, mark/unmark users, and many more. Automation rules do not use the Smartico Journey Builder.

Real-time Automation Rules are triggered by events such as Deposits, Bet Placement, Level Change, Complete KYC flow, Mission unlocked, Mission completed, etc. When configuring a real-time automation rule you can define:

  • The segment - targeted users

  • The trigger event - the event that will start the rule execution

  • Trigger rule on accumulation - give X points for every Y wagering amount (or Z total deposit amount). For example, giving 1 point when the end-user is wagering 10 EUR / 8 GBP / 12 USD, depending on the user's wallet currency. The 1 point will be issued every time the user reaches a total wagering amount. Similarly, a rule can be set up to issue points for the total deposit amount.

  • Qualification trigger - allows you to set a trigger to determine if the automation rule should be executed. If this condition isn't met, even if the trigger event has happened, the specified activity in the rule won't be executed for the players.

Use Cases for Real-time Automation Rules:

  1. If you want to give a 5% cash bonus of net loss for every 100 bets (with accumulation enabled for every 100 bets)

  2. If you want to add points every time a player upgrades the level

  3. If you want to give a specific mission when a player reaches 100 points

Scheduled Automation Rules are triggered on a defined schedule such as daily, days of the week, days of the month, one time on a specific day, etc. When configuring a scheduled automation rule you can define:

  • The Segment - targeted users

  • Execution Schedule - when the automation rule will be executed

  • Execution Speed - the automation’s rule sending rate - for how many users the rule will be executed per minute

Use Cases for Scheduled Automation Rules:

  1. Every Friday you want to give 1 point to a specific segment of players

  2. On the 1st day of every month, you want to give a mission to a specific segment of players

  3. If you want to give a one-time bonus on a specific date and time to a specific segment of players

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Example of Smartico Journey Builder
Example of Real-time Automation Rule