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RevTurbine RevTurbine SDK

Placements

Placements are the SDK’s core output — they’re the decisions about what content to render in which slot, for which user, at what moment. This guide covers placement configuration, resolution, lifecycle, and chaining.

How Placements Work

Section titled “How Placements Work”
  1. You define slots in your UI — named positions where placements can appear
  2. The SDK evaluates targeting rules against the current user context
  3. If a rule matches, the SDK resolves a placement decision with content, surface template, and CTA path
  4. The slot component renders the decision using a built-in or custom template

Slot Configuration

Section titled “Slot Configuration”

Every slot needs an id and optionally a list of accepted surfaceTemplateIds:

<Slot
  id="dashboard_banner"
  surfaceTemplateIds={['banner_placement', 'banner_announcement']}
/>
FieldTypeDescription
idstringUnique slot identifier (matches server-side placement rules)
surfaceTemplateIdsstring[]Templates this slot accepts (filters available placements)

Slot Types

Section titled “Slot Types”

Fixed Slots

Section titled “Fixed Slots”

Always-visible inline placements — buttons, cards, meters:

Fixed slots render nothing if no placement matches — your layout stays intact.

Try it live → Upgrade Button

Access Gate Slots

Section titled “Access Gate Slots”

Wrap premium content and show an upgrade prompt when access is denied:

If the entitlement is granted, children render normally. If denied, the gate renders an upgrade placement in their place.

That denial UI is itself a placement, not hardcoded markup: the decision engine picks the winning placement for the gate (scoped by surfaceTemplateIds) and renders its content — modal or banner, headline, offer, and CTA. So what a denied user sees is controlled by your monetization config and can be changed, targeted, or A/B-tested in the studio without a code deploy. deniedFallback is shown only when no placement matches.

Try it live → Data Export Gate

Message Slots

Section titled “Message Slots”

Page-level overlays triggered by targeting rules — toasts, modals, banners:

Message slots render nothing until a targeting rule triggers. Place them at the top level of your layout.

Try it live → Usage Warning Banner

Placement Output

Section titled “Placement Output”

When a placement resolves, the decision contains:

interface PlacementOutput {
  output_id: string;
  decision_id?: string;
  surface_type: string;      // 'banner', 'modal', 'toast', etc.
  template_id: string;       // Which surface template was selected
  content: {
    header?: string;         // Headline text
    body?: string;           // Body/description text
    cta_label?: string;      // Primary CTA button label
    secondary_cta_label?: string;
    image_url?: string;
    dismissible?: boolean;
    position?: string;       // 'top', 'bottom', 'center'
    duration?: number;       // Auto-dismiss in ms (toasts)
  };
  ui_path?: {
    action_type: string;     // 'open_pricing', 'upgrade', 'start_trial'
    plan_handle?: string;
    promotion_id?: string;
    url?: string;
  };
  promotion?: {
    id: string;
    type: string;
    discount?: number | string;
  };
  reason_codes?: string[];
  cap_policies?: Array<{
    count: number;
    period: 'session' | 'day' | 'week' | 'month' | 'lifetime';
  }>;
}

Placement Lifecycle

Section titled “Placement Lifecycle”

Impression → Interaction → Outcome

Section titled “Impression → Interaction → Outcome”
┌─────────┐     ┌──────────┐     ┌──────────┐
│ Resolve  │ ──► │ Visible  │ ──► │ Interact │
└─────────┘     └──────────┘     └──────────┘
                     │                  │
                     │            ┌─────┴─────┐
                     │            │  dismiss   │
                     │            │  snooze    │
                     │            │  ctaClick  │
                     │            │ ctaComplete│
                     │            └───────────┘
                     │
                     ▼
              (auto-tracked impression)

Interaction Methods

Section titled “Interaction Methods”
const { dismiss, snooze, ctaClick, ctaComplete } = usePlacement({ ... });


// Dismiss — suppresses for default cooldown
await dismiss();


// Dismiss with custom cooldown (30 minutes)
await dismiss(30 * 60 * 1000);


// Snooze — temporarily suppress (1 hour)
await snooze(3600);


// Record CTA click
await ctaClick();


// Record CTA completion (e.g., checkout finished)
await ctaComplete();

Each interaction is automatically tracked as a treatment interaction event.

Cap Policies

Section titled “Cap Policies”

Placement decisions can include cap policies that limit how often a placement appears:

cap_policies: [
  { count: 3, period: 'session' },    // Max 3 times per session
  { count: 1, period: 'day' },        // Max 1 per day
  { count: 5, period: 'lifetime' },   // Max 5 ever
]

The SDK enforces caps client-side using localStorage. When a cap is reached, the placement returns reason_codes: ['cap_limit_exceeded'] and visible: false.

Placement Chaining

Section titled “Placement Chaining”

A CTA can point to another placement via ui_path.placement_handle:

// First placement decides: show upgrade banner
const banner = await sdk.getPlacement({ slotId: 'dashboard_banner' });
// banner.ui_path = { action_type: 'upgrade', plan_handle: 'professional' }


// On CTA click, resolve the follow-up placement
const followUp = await sdk.getPlacement({
  slotId: 'checkout_modal',
  placementHandle: banner.ui_path.placement_handle,
});

UI Path Resolvers

Section titled “UI Path Resolvers”

Map CTA actions to application navigation:

<RevTurbineProvider
  options={{
    // ...
    uiPathResolvers: {
      open_pricing: () => router.push('/pricing'),
      upgrade: (uiPath) => {
        stripe.redirectToCheckout({ priceId: uiPath.plan_handle });
      },
      start_trial: () => router.push('/trial/start'),
    },
  }}
>

When a user clicks a CTA, the SDK calls the matching resolver.

Using the Hook

Section titled “Using the Hook”

For custom rendering, use usePlacement directly:

const {
  visible,
  content,
  decision,
  isLoading,
  error,
  refresh,
  dismiss,
  ctaClick,
} = usePlacement({
  surfaceSlot: {
    id: 'dashboard_banner',
    surfaceTemplateIds: ['banner_placement'],
  },
  ttlMs: 300_000,   // Cache for 5 minutes
  autoLoad: true,    // Load on mount
});

Next Steps

Section titled “Next Steps”