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In your ÃÛ¶¹ÊÓƵ Experience Platform home page, click ÃÛ¶¹ÊÓƵ Journey Optimizer B2B Edition.

On the left navigation, click Buying groups.

In the Buying groups page, select the Roles Templates tab.

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The tab provides an inventory list of all existing roles templates with the following columns:

• Name
• Status
• Creation date
• Created by
• Last update
• Last updated by
• Published on
• Published by

The list is sorted by the Last update column by default.

The number of live (published) roles templates is displayed at the top-right of the page. All roles templates have a status of Draft or Live.

To filter the list by name, use the search field at the top of the list.

Enter the first few characters of the name to reduce the displayed list to the matching items.

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From the Roles Templates tab, click Create template at the top-right corner.

In the dialog, enter a unique Name (required) and Description (optional) for the template.

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Click Create.

For the first role card, define the role properties.

• Choose the Buying group role from the list.

  For the current release, there are six roles: Decision Maker, Influencer, Practitioner, Executive Steering Committee, Champion, and Other.

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• Set the Weighting for the role, which is used to calculate the engagement score.

  The value for each option is translated to a percentage for the score calculation: Trivial = 20, Minor = 40, Normal = 60, Important = 80, and Vital = 100.

  For example, a role template with roles using Vital, Important, and Normal, are then converted as 100/240, 80/240, 60/240.

• Add conditions for auto-assignment - Select this checkbox to add conditions for auto-assigning members to the buying group who match the condition. If the checkbox is not selected, then adding conditions is NOT required.

• Required for completeness score - Select this checkbox for the role if you want it to be a requirement for calculating a completeness score.

Click Add Condition and define the conditional rule for the role.

• In the Condition dialog, expand the list of Person attributes and locate an attribute that you want to use to match the role. Drag it to the right and drop it in the filter space.

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  note note
  NOTE
  If you have custom person fields defined in the account audience schema in Experience Platform, these fields are also available to use as person attributes in conditions.

• Use the attribute to create a matching filter using one or more values.

  In the following example, the Job title attribute is used to identify a match for Decision Maker. Any value for title that starts with Director or Sr Director evaluates as true for the condition.

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• If needed, add another attribute and condition that further refines the criteria for a match to the role.

• Click Done.

For each additional role that you want to include for the template, click Add another role and repeat steps 1 and 2 to define the role.

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Select the roles template from the list to open it.

Click Delete at the top right.

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In the dialog, click Delete to confirm.