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Work with environments work-with-environments

Live and Design environments live-design-environments

Interaction operates with two types of offer environments:

  • Design offer environments that include offers that are being edited and can be altered. These offers haven’t been through the approval cycle and aren’t delivered to contacts.
  • Live offer environments that include approved offers as they are presented to contacts. The offers in this environment are read-only.

Each Design environment is linked to a Live environment. When an offer is complete, its content and eligibility rules are subjected to an approval cycle. Once this cycle is complete, the concerned offer is automatically deployed to the Live environment. From this moment on, it will be available for delivery.

By default, Campaign comes with a Design environment and a Live environment linked to it. Both environments are pre-configured to target the built-in recipient table.

NOTE
To target recipient table, you need to use the target mapping assistant to create the environments. Learn more.

Delivery managers can only view the Live environment and leverage offers to deliver them. Offer managers can view and use the Design environment, and view the Live environment. Learn more

Create an environment for anonymous interactions create-an-offer-environment

By default, Campaign comes with a built-in environment to target the recipient table (identified offers). To target another table, such as anonymous profiles visiting your website for inbound interactions, you need to update your configuration.

Follow the steps below:

  1. Browse to Administration > Campaign management > Target mappings, right-click the target mapping you want to use and select Actions > Modify the options of the targeting dimension.

  2. Click Next, select the Generate a storage schema for propositions option and click Save.

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    NOTE
    If the option is already checked, uncheck it then recheck it.
  3. ۶Ƶ Campaign creates two environments - Design and Live - with targeting information from the previously enabled target mapping. The environment is preconfigured with the targeting information.

If you have activated Visitor mapping, the Environment dedicated to incoming anonymous interactions box is automatically checked in the environment’s General tab.

This option lets you activate anonymous interaction specific functions, particularly when configuring environment offer spaces. You can also configure options that allow you to switch from an “identified” environment to an “anonymous” environment.

For example, you can link a recipient environment offer space (identified contact) with an offer space that matches a visitor environment (unidentified contact). In this way, different offers will be made available to the contact depending on whether this contact is identified or not. For more on this, refer to Creating offer spaces.

NOTE
For more information on anonymous interactions on an inbound channel, refer to Anonymous interactions.
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