Create decision rules

Transcript

In this video we’re going to learn how to create decision rules and how to use them in personalized offers.

A rule or decision rule refers to eligibility constraints of an offer. For example, we can serve different offers to customers in different cities, or to prospects in contrast to exist customers. In order to do so, we can create decision rules to specify under what conditions these offers will be served. Note that you can also use segments to specify the offer eligibility. But in this video, we’ll focus on creating rules.

As you can see here, rules are one of the building block elements of personalized offers. You must create rules before you can create a personalized offer.

Now, let’s jump into the Adobe Journey Optimizer user interface. From here, select Components under the Decision Management section in the left navigation. From the component screen, select the Rules tab.

From the rules tab, we’re able to see all our existing decision rules. We can search and sort them in various ways, as well as customize what information is displayed.

To create a decision rule, select Create Rule. For this example, let’s target customers who made purchases in San Jose. Drag and drop the home address profile attribute into the canvas, and use various options to build your rule. We can add events to the rule, but note that event-based rules are not supported in Journey Optimizer Messages using offer content and edge decisioning API requests. The edge decisioning API does not store events in the edge profile.

We can also view the profile query language or PQL version of the rule by selecting Code View.

If you’ve ever used the segment builder in Journey Optimizer, or experience platform you might be thinking, “Hey, this looks like the exact same thing.” That’s because it’s the same user interface accessing the same exact values. The key difference between a segment and a decision rule is that the objective of a segment is to output an audience of qualified profiles. While the objective of a rule is to evaluate a single profile against a condition. However, to avoid duplication, we can use an audience as our rule. And don’t forget to assign a name to your rule before saving.

Once we’ve created our rule, we can view it in the rules list. Or we can select it to display its properties, edit it, or delete the rule. Decision rules are used to create personalized offers. I’m going to jump to the the offer creation workflow to show you what I mean. On the added constraint step, we can select By defined decision rule, and then add the decision rule that we want to use to constrain the eligibility of the offer. So be sure to create decision rules before creating the offers that require them.

You should now be able to create decision rules, and you can start using them in your personalized offers. Thanks for watching. -