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After you build and optimize campaigns, use the Orchestrate section to manage how they run in practice. Publish codes to customers, maintain active campaigns, control how incentives stack, and target specific regions or stores.

What you can orchestrate

Code publication

Assign unique codes to customers. Control who receives discount coupons, gift cards, referral codes, and loyalty cards.

Campaign maintenance

Edit, disable, clone, and delete campaigns after launch. Export campaign data for reporting.

Stacking rules and categories

Define how multiple incentives behave in a single redemption. Set application order, limits, and compatibility between campaigns.

Areas and stores

Create region- and store-level campaign access. Let local managers run campaigns independently within one project.

Geofencing

Limit redemptions and product eligibility based on customer or product location. Draw boundaries on a map and validate coordinates at redemption time.

Why orchestration matters

Building and optimizing campaigns is only part of the process. Orchestration covers the operational side: getting incentives to the right customers, maintaining campaigns as they run, and controlling how multiple promotions interact. Effective orchestration enables:
  • Controlled distribution: Publish codes to specific customers so the right person gets the right incentive at the right time.
  • Ongoing management: Edit active campaigns, pause them when needed, and export data for analysis.
  • Stacking control: Prevent conflicting discounts and define exactly how incentives combine in a single transaction.
  • Regional targeting: Run location-specific campaigns without creating separate projects for each market.

How orchestration connects to other sections

Orchestration works with the data and campaigns you set up in earlier sections:
  • Prepare provides the customers, products, and metadata that orchestration features rely on. For example, geofencing uses geopoint metadata and customer segments.
  • Build creates the campaigns that you then publish, maintain, and stack using orchestration tools.
  • Optimize defines the validation rules and time limits that work alongside stacking rules and code publication to control redemption behavior.
Start with code publication to learn how codes reach customers, then explore campaign maintenance to manage your active campaigns.

What’s next?

Start with code publication if you need to assign codes to customers. Use campaign maintenance to manage live campaigns. Explore stacking rules and categories to control how incentives interact, or set up areas and stores for regional campaign management.
Last modified on March 19, 2026