Design
Drag in headings, buttons, images, badges, countdowns, forms, coupons, videos, spin-wheels, quizzes and social proof. Style with colours, gradients and 3D effects. Every save is a new version.
Engage · Promotion Studio
Turn every visitor into a conversion — no developer.
Design pop-ups, bars, slide-ins and full-screen campaigns in a visual editor, target them by country, page, device or live account state, then publish — delivered by the OpsIQ widget already on your site. Nothing extra to install.
~24 block types9 targeting familiesA/B + AI winnerDelivered by the widget
+18% conversions
Winner @ 95%
No code
Building
~24 block typesfrom text to spin-wheels
9 targeting familiesgeo to live account state
A/B auto-winnerpromoted at 95% confidence
Native lead captureconsent + autoresponder
The big picture
Design it. Target it. Publish it.
Every campaign has a goal, a design, a who, a when and a result — all in one studio, all delivered through the widget already on your site.
Target
Country, page, device, traffic source, new vs returning, schedule, frequency, cart state — and, with a connector, your logged-in customers by live account state.
Measure
Live impressions, click-through, conversions, a drop-off funnel and breakdowns — plus A/B variants with an automatic winner and an AI insight.
Trigger
Immediately, on delay, on scroll, on exit-intent, when idle, on click, after N pages, on add-to-cart, on cart-abandon — or fire your own event from code.
Design · Visual block builder
A drag-and-drop canvas with ~24 real blocks.
Three panes: a blocks library on the left, a live server-rendered preview in the centre — what you see is exactly what the visitor sees — and per-block properties on the right. Drop a block, restyle it, reorder it; every save becomes a restorable version.
Conversion blocks — countdown timers, forms, coupons, ratings, social proof, yes/no 2-step, quiz, spin-wheel and scratch-card.
Layout blocks — headings, paragraphs, images, buttons, columns, spacers, dividers, badges, stats, progress and embeds.
Custom HTML mode — drop your own markup inline (no iframe), pick a skin preset, and the close button auto-wires.
Live
Target · 9 families
Target logged-in customers by live account state.
Stack rules across nine families — geo, page, device, visitor type, traffic source, schedule, frequency, cart state and logged-in audiences. Connect a platform like WHMCS and target by real facts — "has an unpaid invoice", "subscription past-due", "account credit > 0" — and personalise the copy with their data. It is fail-safe: if the fact can't be confirmed, the campaign simply does not show.
Verified identity only — from the signed widget token, never a typed-in email.
Cart & ecommerce targeting — minimum cart value, item count, specific SKUs; fail-closed on an unknown cart.
Any connector can join — implement two small methods; the studio lists your facts automatically.
Fail-safe
Trigger · the right moment
Fire at the perfect moment — and never nag.
Pick when a campaign appears: on a delay, at a scroll depth, on exit-intent, when the visitor goes idle, on click, after a number of pages, on add-to-cart, on cart-abandon, or from a custom event you fire in code with window.OpsIQPromo.fire().
Per-campaign frequency caps — session, per-day and lifetime limits, enforced server-side via impression events.
Campaigns are independent — one campaign's cap never suppresses another, so you can run several at once.
Schedule windows & suppression — start/end dates plus a cooldown after a visitor closes or converts.
Watching
Measure · A/B testing
Run variants head-to-head — the winner promotes itself.
Split traffic across variants and let OpsIQ run the statistics. When one variant beats the control at 95% confidence with enough data, the auto-winner promotes it for you — and an AI insight explains in plain English what drove the lift.
Statistical verdict — confidence per variant, not a gut call; minimum sample before any call is made.
Apply or Auto — promote the winner with one click, or switch on hands-off auto-optimisation with a daily sweep.
AI insight — the analyst reads your best campaign and tells you why it's working.
Winner
Convert · Lead capture
Capture leads natively — and follow up instantly.
Form blocks write to a native lead store with affirmative consent and 24-hour email dedupe. A post-capture autoresponder sends a welcome or coupon email with {name}, {email} and {coupon} tokens — and can claim a unique code from a per-visitor pool. Every lead can bridge to your CRM contacts.
Unique coupon pools — upload a code list; each visitor atomically claims their own, idempotently, never a duplicate.
Lead → CRM bridge — consent-gated, so captured leads become real CRM contacts automatically.
CSV export — pull the full leads inbox any time, on premium plans.
Captured
Engage · Gamified blocks
Make capturing an email feel like a game.
Premium interactive blocks turn a flat form into something a visitor actually wants to complete — a spin-to-win wheel for a prize, a tap-through quiz that recommends a product, a rotating social-proof ticker, and a two-step yes/no that earns the click before asking for the email.
Spin-wheel & scratch-card — gamified discounts that lift opt-in rates dramatically.
Quiz recommendation — tag-tally answers into a tailored product or plan suggestion.
Social proof & yes/no 2-step — a rotating live ticker and a commitment-first flow that converts better.
Spin
How it works
Build a campaign in minutes.
No tag manager, no developer ticket, no second script. From idea to live in five steps.
1
Name & pick a type
Start a draft and choose pop-up, bar, slide-in, full-screen, inline or geo-redirect.
2
Drag in blocks
Assemble the design on a live canvas — what you build is exactly what visitors see.
3
Set who & when
Stack targeting families and pick a trigger; add frequency caps so you never nag.
4
A/B if you like
Add a variant, split the traffic, and let the auto-winner sort it out.
5
Publish
Goes live through the widget already on your site — analytics start the moment you publish.
Deliver · the widget you have
Nothing extra to install. Ever.
Campaigns ship through an independent loader inside the OpsIQ widget already on your site. It binds to the right workspace, respects group domains, enriches the visitor context for personalisation tokens, absolutizes asset URLs, and records ~50 analytics events as people see, click and convert.
One script, one platform — no second pixel, no tag-manager spaghetti, no extra page weight.
~50 analytics events — impressions, views, CTA clicks, conversions, dismissals and step funnels.
Custom-trigger API — fire
window.OpsIQPromo.fire('event') from your own code.
Live
Everything in the studio
A conversion engine, fully loaded.
Campaign types
Pop-ups, banners, top/bottom bars, slide-ins, full-screen takeovers, inline blocks and geo-redirects.
~24 building blocks
Heading, paragraph, image, button, badge, stat, progress, list, quote, icon, columns, spacer, divider, embed and social.
Conversion blocks
Countdown, form, field, coupon, rating, scratch-card, spin-wheel, steps, social proof, yes/no 2-step and quiz.
Personalisation tokens
{first_name}, {country}, {company} and connector facts become real, sanitised values at show-time.
9 targeting families
Geo, page, device, visitor type, source, schedule, frequency, cart/ecommerce and logged-in audiences.
Triggers
Delay, scroll, exit-intent, idle, click, pages-viewed, add-to-cart, cart-abandon, or your own custom event.
A/B + AI winner
Run variants head-to-head; the auto-winner promotes at 95% confidence and an AI insight explains it.
Live analytics
~50 events — impressions, CTR, conversions, a drop-off funnel and country/page/device breakdowns.
Version history
Every save is a version — preview and restore any earlier design, nothing is ever lost.
Lead capture
Native lead store with consent, dedupe, autoresponder, unique coupon pools and a CRM bridge.
Custom HTML mode
Bring your own markup inline with skin presets — no iframe, auto-wired close button.
Plan gating
Studio, premium blocks, AI and custom-HTML gate cleanly by plan, with a per-plan campaign cap.
Compare
Why not just a pop-up tool?
Stand-alone tools like OptinMonster or Privy add another script, another bill and another data silo. Promotion Studio is part of the platform that already knows your customers.
| Capability | Generic pop-up tool | OpsIQ Promotion Studio |
|---|---|---|
| Install | A second script & pixel | The widget you already have |
| Target by live account state | Email-list segments only | Real connector facts, fail-safe |
| Cart / ecommerce targeting | Add-on / higher tier | Built in — value, items, SKUs |
| A/B winner | Manual reading of charts | Auto-promoted at 95% + AI insight |
| AI insight on performance | — | Built in |
| Leads go to your CRM | Export / Zapier glue | Native consent-gated bridge |
| Personalisation source | What the visitor typed | Verified identity + your data |
| Part of your support & CRM | Separate vendor | One operating layer |
| Extra monthly bill | $40–$120 / mo | Included |
Common questions
Promotion Studio FAQ.
Do I need a developer or a separate script?
No. Campaigns are delivered by the OpsIQ widget that's already on your site through an independent loader. There's nothing extra to install, no tag-manager work and no second pixel slowing your pages down.
What kinds of campaigns can I build?
Pop-ups, top and bottom bars, slide-ins, full-screen takeovers, inline blocks and geo-redirects — each assembled from ~24 drag-and-drop blocks including countdowns, forms, coupons, ratings, social proof, a yes/no 2-step, a quiz, a scratch-card and a spin-wheel.
How does targeting logged-in customers work?
Connect a platform like WHMCS and the studio reads live facts — unpaid invoices, past-due subscriptions, account credit — from a signed, verified identity token, never a typed-in email. It's fail-safe: if a fact can't be confirmed, the campaign simply doesn't show, so a billing offer never reaches the wrong person.
What can trigger a campaign?
A delay, a scroll depth, exit-intent, idle time, a click, after N pages viewed, on add-to-cart or cart-abandon — or a custom event you fire from your own code with window.OpsIQPromo.fire(). Per-campaign frequency caps (session, day, lifetime) make sure you never nag a visitor.
How does A/B testing and the automatic winner work?
Add variants and split the traffic; OpsIQ runs the statistics and, once a variant beats the control at 95% confidence with enough data, the auto-winner promotes it for you. You can also apply a winner manually, and an AI insight explains in plain English what drove the lift.
What happens to leads people submit?
Form blocks write to a native lead store with affirmative consent and 24-hour email dedupe. A post-capture autoresponder can send a welcome or coupon email, claim a unique code from a per-visitor pool, and the lead can bridge into your CRM contacts — all consent-gated. You can export the full leads inbox to CSV on premium plans.
Can I use my own HTML and styling?
Yes. Custom HTML mode lets you drop your own markup inline (no iframe), choose from skin presets, and the close button auto-wires. Personalisation tokens and analytics still work, and the whole thing is sanitised before it reaches a visitor.
Is it gated by plan?
The studio, premium interactive blocks, the AI features and custom-HTML mode gate cleanly by plan, with a per-plan limit on the number of campaigns. Gating is default-permissive — you're only blocked from features your plan doesn't include.
Measure · Analytics depth
See exactly which block earned the click — and the revenue it recovered.
Beyond top-line impressions and CTR, drill into a single campaign for its own KPIs, daily series and country / page / device splits. An engagement event breakdown attributes activity to the block that drove it — form, spin-wheel, scratch-card, coupon copy, chat or ticket — and billing campaigns report the revenue they actually recovered, by connector action.
Engagement event breakdown — block-level attribution across form, spin, scratch, coupon, chat and ticket events.
Per-campaign drill-in — open any campaign for its own KPIs, a daily series and full geo / page / device splits.
Revenue recovery by connector — billing campaigns show recovered revenue tied to each connector outcome, so you can prove ROI.
Live
Automate · AI picker & governance
Let AI choose the winning campaign — with owner-grade guardrails.
When several campaigns qualify for the same visitor, the AI campaign picker chooses the one most likely to convert. Run it in learning mode to watch its calls before going live, then flip to live selection. Around it sits a full permission model: owners hold publish, pause, archive and delete gates, designers can edit, and custom-HTML is its own permission — with every governance action written to an audit trail.
AI picker learning vs live — observe the model's choices in learning mode, then switch to live AI selection.
Owner-only permission model — publish, pause, archive and delete are owner-gated; designers edit; custom-HTML is its own grant.
Governance audit trail — every publish, pause, archive, delete and rollback is logged and exportable to CSV.
Live
Convert · Lead funnel
From form submit to CRM contact — automatically, in order.
Watch a single submission travel the full funnel: it lands with affirmative consent, runs through 24-hour email dedupe so you never store the same person twice, fires the autoresponder with a claimed unique coupon, and bridges into a real CRM contact — every step consent-gated, no glue code, no Zapier.
24-hour dedupe — the same email inside a day is recognised and never stored twice.
Autoresponder with token coupon — a welcome email merges
{name}, {email} and a unique {coupon}.CRM contact created — the lead becomes a first-class CRM contact, consent intact, ready for the next play.
Live
Full feature list
Everything in Promotion Studio.
Every capability, grouped. ★ marks a stand-out.
| Feature | What it does |
|---|---|
| Campaign types | |
| Modal / center pop-up | Center-aligned pop-up modals. |
| Slide-in campaign | Slide-in panels from any edge. |
| Top / bottom bar | Persistent top & bottom bars. |
| Fullscreen takeover | Full-screen takeovers. |
| Inline embed | Inline embedded campaigns. |
| Geo navigation detour ★ | Geo-aware redirects to local pages. |
| Layout blocks | |
| Heading | Styled headings with full control. |
| Paragraph | Rich text paragraphs. |
| Image | Asset library with optimization. |
| Button | Styled buttons with actions. |
| Badge | Attention-grabbing NEW / SALE badges. |
| Stat / progress | Progress bars with labels. |
| Divider | Visual dividers. |
| Spacer NEW | Precise vertical spacing between blocks. |
| Columns | Multi-column layouts. |
| List NEW | Bulleted & checklist content blocks. |
| Quote NEW | Pull-quotes & testimonials. |
| Icon NEW | Inline icon accents for emphasis. |
| Embed / custom HTML | Custom HTML with live rendering. |
| Social links | Social proof & media links. |
| Video | YouTube / Vimeo playback with lazy-load. |
| Conversion blocks | |
| Countdown timer | Urgency-driving countdowns. |
| Form | GDPR forms with native lead storage. |
| Field NEW | Typed individual form fields with validation. |
| Coupon | Copy-friendly coupon display with reveal. |
| Star rating | 1-5 star feedback collection. |
| Scratch card ★ | Interactive scratch-to-reveal gamification. |
| Spin wheel ★ | Weighted-outcome spin-to-win prize wheel. |
| Steps / multi-step form | Progressive multi-screen forms. |
| Social proof ticker ★ | Rotating recent-activity ticker. |
| Yes / No 2-step ★ | Commitment-first then email capture. |
| Quiz recommendation ★ | Tag-tally quiz into product recommendations. |
| Targeting & audience | |
| Geo targeting | Country / region geo-targeting. |
| Page / URL targeting | Page / URL pattern targeting. |
| Device type targeting | Mobile / tablet / desktop rules. |
| Visitor type targeting | New vs returning segmentation. |
| Traffic source targeting | Organic / paid / direct referrer rules. |
| Schedule / date targeting | Scheduled windows & cooldown. |
| Cart value targeting | Min / max cart value thresholds. |
| Cart item targeting | Item count & SKU targeting. |
| Logged-in account state ★ | Live connector facts (invoices, subs, credit). |
| Connector audience rules ★ | Extensible audiences via audienceFlags(). |
| Triggers | |
| Delay | Time-delay triggers after N seconds. |
| Scroll depth | Fire at N% scroll. |
| Exit-intent | Mouse-leaves-viewport detection. |
| Idle time | Fire after N idle seconds. |
| Click | On element click. |
| Pages viewed | After N pages viewed. |
| Add-to-cart | On cart add. |
| Cart-abandon | Cart-abandon recovery. |
| Custom event ★ | Fire via window.OpsIQPromo.fire(). |
| Frequency & behavior | |
| Frequency capping | Per-session caps. |
| Daily frequency cap | Per-day caps. |
| Lifetime frequency cap | Lifetime caps. |
| Independent campaign capping ★ | One cap never suppresses another campaign. |
| Testing & optimization | |
| A/B testing | Traffic-split variants. |
| Auto-winner promotion ★ | Promotes the winner at 95% confidence. |
| Statistical verdict ★ | Bayesian stats engine per variant. |
| Auto-optimize toggle ★ | Hands-off daily optimization sweep. |
| A/B AI insight ★ | AI explains the lift in plain English. |
| Lead management | |
| Native lead capture ★ | Consent-gated native lead database. |
| 24-hour email dedupe | Automatic deduplication of repeat emails. |
| Autoresponder email ★ | Template autoresponder with {name}{email}{coupon}. |
| Unique coupon pools ★ | Atomic per-visitor code claim, idempotent. |
| Lead-to-CRM bridge ★ | Consent-gated leads become CRM contacts. |
| CSV lead export | Premium leads CSV export. |
| Analytics & reporting | |
| Impressions | Total on-screen renders. |
| Click-through rate | Clicks over impressions. |
| Conversions | Completed conversion tracking. |
| Funnel breakdown ★ | Drop-off funnel across 5 stages. |
| Country split | Country-level analytics. |
| Page split | Page-level breakdown by URL. |
| Device split | Device-level analytics. |
| Trigger breakdown | Performance by trigger type. |
| ~50 events ★ | Granular event tracking across ~50 types. |
| Timeline chart | 30-day line-chart visualization. |
| Per-campaign drill-in NEW | Per-campaign KPIs, daily series & splits. |
| Revenue recovery analytics ★ NEW | Recovered revenue & ROI by connector action. |
| Engagement event breakdown ★ NEW | Block-level form / spin / scratch / coupon / chat / ticket events. |
| Campaign management | |
| Version history ★ | Full version history & restore per save. |
| Campaign lifecycle states | Draft / Published / Paused / Archived. |
| Campaign duplication | Clone with versions, targeting & variants. |
| Campaign import / export ★ | JSON portability across workspaces. |
| Campaign renaming NEW | Rename preserving slug, design & analytics. |
| Enable / disable toggle | Quick on / off without archiving. |
| Advanced features | |
| Personalization tokens ★ | {first_name}{country}{company} at render-time. |
| Verified identity token ★ | Signed widget token, never a typed email. |
| Plan gating ★ | Studio / premium / AI / HTML gated by plan + cap. |
| Custom HTML mode ★ | Inline markup + skin presets, auto close button. |
| Accessibility & keyboard | WCAG 2.1 forms, keyboard nav, SR support. |
| AI popup creator ★ | Prompt-to-campaign generation. |
| AI campaign picker ★ | AI chooses the best qualifying campaign. |
| AI picker learning / live modes ★ NEW | Observe AI calls in learning mode, then go live. |
| Template gallery (31+) ★ | 31+ industry starter templates. |
| Connector-shipped templates ★ | Templates from enabled connectors. |
| Governance audit trail ★ | Publish / pause / archive / delete / rollback logged + CSV. |
| Server-rendered preview ★ | Live server-rendered WYSIWYG iframe. |
| Multi-device frames | Desktop / tablet / mobile bezels + resize. |
| Integration & access | |
| No-code widget delivery ★ | Ships via the OpsIQ widget already on site. |
| Asset management | Asset library with AI image editing. |
| Personalisation sanitization ★ | XSS-safe token injection. |
| Owner-only permission model NEW | Owner publish gates, designer edit, HTML grant. |
| Admin access tiers NEW | Role-based access control across studio actions. |
Launch smarter
Stop leaving conversions on the table.
Design your first campaign in minutes — it ships through the widget you already have, and starts collecting analytics the moment you publish.