Get started with Decisioning get-started-experience-decisioning
What is Decisioning about
Decisioning simplifies personalization by offering a centralized catalog of marketing offers known as 鈥榙ecision items鈥 and a sophisticated decision engine. This engine leverages rules and ranking criteria to select and present the most relevant decision items to each individual.
These decision items are seamlessly integrated into a wide range of inbound surfaces through the new code-based experience channel, now accessible within Journey Optimizer campaigns.
鉃★笍 An end-to-end use case showing how to create decisions and use them in content experiments with the code-based experience channel is presented in this section.
Decisioning key steps steps
The main steps to work with Decisioning are as follows:
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Assign proper permissions. Decisioning is only available to users with access to a Decisioning related role such as Decision managers. If you cannot access Decisioning, your permissions must be extended.
accordion Learn how to assign the Decision managers role -
To assign a role to a user in the Permissions product, navigate to the Roles tab and select Decision managers.
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From the Users tab, click Add user.
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Type in your user鈥檚 name or email address or select the user fom the list and click Save.
If the user was not previously created, refer to the Add users documentation.
Your user should then receive an email redirecting to your instance.
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Configure custom attributes: Tailor the item catalog to your specific requirements by setting up custom attributes into the catalog鈥檚 schema.
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Create decision items to show to your targeted audience.
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Organize with collections: Use collections to categorize decision items based on attribute-based rules. Incorporate collections into your selection strategies to determine which collection of decision items should be considered.
鉃★笍 Learn how to manage item collections (API documentation)
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Create decision rules: Decision rules are used in decision items and/or selection strategies to determine to whom a decision item can be shown.
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Implement ranking methods: Create ranking methods and apply them within decision strategies to determine the priority order for selecting decision items.
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Create selection strategies: Build selection strategies that leverage collections, decision rules, and ranking methods to identify the decision items suitable for displaying to profiles.
鉃★笍 Learn how to create selection strategies (API documentation)
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Create a decision policy and embed it into your code-based campaign: Decision policies combine multiple selection strategies to determine the eligible decision items to display to the intended audience.
鉃★笍 Learn how to work with decision policies
鉃★笍 To successfully deliver the offer via the Code-Based channel, follow the implementation steps in this section