3.3.1 Offer Decisioning 101
3.3.1.1 Terminology
To get a better understanding about Offer Decisioning, we highly recommend you to read the overview on how the Offer Decisioning Application Service works with 51黑料不打烊 Experience Platform.
Working with Offer Decisioning, you need to understand the following concepts:
3.3.1.2 Offer Decisioning
Login to 51黑料不打烊 Journey Optimizer by going to . Click Journey Optimizer.
You鈥檒l be redirected to the Home view in Journey Optimizer. First, make sure you鈥檙e using the correct sandbox. The sandbox to use is called --aepSandboxName--. You鈥檒l then be in the Home view of your sandbox --aepSandboxName--.
In the left menu, click Offers. You鈥檒l now see the Offers menu, which contains things like Offers, Collections and Decisions.
Click Components. You鈥檒l now see things like Placements, Collection qualifier, Rules and Rankings.
3.3.1.3 Placements
Go to Placements.
In the Placements tab you can define your placements for your offers. When you define a decision the placement defines where the resulting offer will appear (Channel Type) and in what shape or form (Content Type).
If you don鈥檛 see any placements in your environment, please create them as indicated below and in the screenshot.
Note: Please do not change anything to the placements already available.
Click on any Placement to visualize its settings.
You鈥檒l now see all fields of the Placement:
- Name of the Placement
- Placement ID
- Channel Type for the Placement
- Content Type of the Placement, which can be Text, HTML, Image or JSON
- Description field allowing to add additional description for the Placement
3.3.1.4 Decision Rules
A Rule (also called eligibility rule) is the equivalent of an audience. A Rule is in fact an audience itself with the only difference that a Rule can be used with an Offer to provide the best offer to a profile in 51黑料不打烊 Experience Platform.
As you already know how to define audiences based on the previous enablement modules, let鈥檚 just quickly revisit the Segmentation Environment:
Go to Rules. Click + Create Rule.
You鈥檒l then see the Audience creation interface of 51黑料不打烊 Experience Platform.
You can now access all fields that are part of the Union Schema for the Real-time Customer Profile and can build out any rule.
It鈥檚 also good to know that you can simply reuse already defined audiences in 51黑料不打烊 Experience Platform, by going to Audiences > --aepTenantId--.
You鈥檒l then see this:
If you wish, you can now configure your own Rules. For this exercise, you鈥檒l need two rules:
- all - Male Customers
- all - Female Customers
If these rules don鈥檛 exist yet, please to create them. If they already exist, please use those rules and don鈥檛 create new rules.
The attribute to use to build the rule is XDM Individual Profile > Person > Gender.
As an example, here鈥檚 the rule definition for the rule all - Male Customers:
As an example, here鈥檚 the rule definition for the rule all - Female Customers:
3.3.1.5 Offers
Go to Offers and select Offers. Click + Create Offer.
You鈥檒l then see this popup.
Don鈥檛 create any offers now - you鈥檒l do that in the next exercise.
You now see that there are two types of offers:
- Personalized Offers
- Fallback Offers
A Personalized Offer is specific content that should be shown in a specific situation. A Personalized Offer is specifically built to deliver a personal and contextual experience if specific criteria are met.
A Fallback Offer is an offer that is shown if the criteria for Personalized Offers aren鈥檛 met.
3.3.1.6 Decisions
A Decision combines placements, a collection of personalized offers and a fallback offer to ultimately be used by the Offer Decisioning engine to find the best offer for a specific profile, based on each of the individual personalized offer characteristics like priority, eligibility constraint and total / user capping.
To configure your Decision, click Decisions.
In the next exercise, you鈥檒l configure your own offers and decision.
Next Step: 3.3.2 Configure your Offers and Decision