Leverage Custom upload audiences for decisioning custom-upload-decisioning
With Journey Optimizer you can leverage data from audiences created using Custom upload (CSV file) into ۶Ƶ Experience Platform to support your Decision Management workflows. This is particularly useful when the data is not needed on the profile but is still essential for decisioning purposes.
Data from custom upload audiences can be leveraged in Decision Management for:
- Eligibility criteria in offers and decisions.
- Personalizing content in offer representations.
For more information on Custom upload audiences, refer to the sections:
Must-read must-read
- This functionality is supported in Decision Management only, not in Decisioning (formerly known as “Experience Decisioning”).
- It is available exclusively through Decisioning API (Hub) requests and is not supported by Edge Decisioning API or batch decisioning.
Use a custom upload audience as eligibility criteria eligibilty
You can use a Custom upload audience as eligibility criteria at both the offer or decision level. Once added, these criteria can exclude offers or collections of offers from eligibility. Here are the various location where you can leverage Custom upload audiences to refine offers and deicsions eligibility:
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Create a decision rule using a Custom upload audience:
- When authoring a rule, access the Audiences tab and search for your CSV audience in the list. Drag and drop the audience into the rule canvas.
- Use the Attributes tab and navigate to enrichment schemas linked to the selected audience to access all data from the CSV file and use it in your rule. This allows you to use a field from the CSV file to refine your rule. Learn how to create a decision rule
- Save the rule. Once the rule is created, it can be used at both the offer and decision level to refine their eligibility.
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Use Custom upload audiences as offer constraint. Learn how to add constraints to an offer
When authoring an offer, at the Add Constraints step, you can either:
- Use the Custom upload audience to define offer eligibility,
- Apply a rule leveraging the Custom upload audience.
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Use Custom upload audiences at the decision level.
When setting up a decision, at the Add Decision Scope step, you can use Custom upload audiences as evaluation criterion for a collection of offers. Learn how to define decision scope
Use a custom upload audience to personalize offer representations
Custom upload audiences can also be used to personalize the content of offer representations by referencing data from the CSV file. Learn how to add representations to an offer
In order to be able to leverage a Custom upload audience’s attributes for perosnalization, you first need to add the custom audience as a constraint. To do this, while authoring an offer, in the Add Constraints step, add the audience as constraints or select a rule leveraging the Custom upload audience.
Once the audience is added as a constraint, you can use its attributes to personalize the representation content. To do so, access the Profile Attributes tab and search for the Custom upload audience. Select the relevant attributes from the audience to personalize the offer content.
