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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 ÃÛ¶¹ÊÓƵ Experience Platform.

Working with Offer Decisioning, you need to understand the following concepts:

3.3.1.2 Offer Decisioning

Login to ÃÛ¶¹ÊÓƵ Journey Optimizer by going to . Click Journey Optimizer.

You’ll be redirected to the Home view in Journey Optimizer. First, make sure you’re using the correct sandbox. The sandbox to use is called --aepSandboxName--. You’ll then be in the Home view of your sandbox --aepSandboxName--.

In the left menu, click Offers. You’ll now see the Offers menu, which contains things like Offers, Collections and Decisions.

Click Components. You’ll 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’t 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’ll now see all fields of 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 ÃÛ¶¹ÊÓƵ Experience Platform.

As you already know how to define audiences based on the previous enablement modules, let’s just quickly revisit the Segmentation Environment:

Go to Rules. Click + Create Rule.

You’ll then see the Audience creation interface of ÃÛ¶¹ÊÓƵ 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’s also good to know that you can simply reuse already defined audiences in ÃÛ¶¹ÊÓƵ Experience Platform, by going to Audiences > --aepTenantId--.

You’ll then see this:

If you wish, you can now configure your own Rules. For this exercise, you’ll need two rules:

If these rules don’t exist yet, please to create them. If they already exist, please use those rules and don’t create new rules.

The attribute to use to build the rule is XDM Individual Profile > Person > Gender.

As an example, here’s the rule definition for the rule all - Male Customers:

As an example, here’s the rule definition for the rule all - Female Customers:

3.3.1.5 Offers

Go to Offers and select Offers. Click + Create Offer.

You’ll then see this popup.

Don’t create any offers now - you’ll do that in the next exercise.

You now see that there are two types of 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’t 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’ll configure your own offers and decision.

Next Step: 3.3.2 Configure your Offers and Decision

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