Create decisions

Decisions (previously known as offer activities) are containers for your offers that will leverage the Offer Decision Engine in order to pick the best offer to deliver, depending on the target of the delivery.

➡️ Discover this feature in video

The list of decisions is accessible in the Offers menu > Decisions tab. Filters are available to help you retrieve decisions according to their status or start and end dates.

Before creating a decision, make sure that the components below have been created in the Offer Library:

Create the decision

  1. Access the decisions list, then click Create decision.

  2. Specify the decision’s name.

  3. Define a start and end date and time, then click Next.

Add decision scopes

  1. Drag and drop a placement from the list to add it to the decision, then click Add collection.

    NOTE

    The same placement can be selected multiple times in the decision.

  2. Select the collection that contains the offers to consider, then click Add.

  3. The selected offers are added to the placement.

    In this example, we selected two offers that will display into a JSON-type placement aimed at presenting offers into a call center solution.

  4. By default, if multiple offers are eligible for this placement, the offers with the highest priority score will be delivered to the customer.

    If you want to use a specific formula or a ranking strategy to choose which eligible offer to deliver, select a ranking formula from the Rank offers by drop-down list. For more on this, refer to this section.

  5. The Constraint field restricts the selection of offers for this placement. This constraint can be applied by using a decision rule, or one or several Adobe Experience Platform segments. Both are detailed in this section.

    • To restrict the selection of the offers to the members of an Adobe Experience Platform segments, select Segments, then click Add segments.

      Add one or several segments from the left pane, combine them using the And / Or logical operators, then click Select to confirm.

      Learn more on how to work with segments in this section.

    • If you want to add a selection constraint for this placement using a decision rule, select the Decision rule option, then drag the desired rule from the left pane into the Decision rule area.

      Learn more on how to create a decision rule in this section.

Using segments vs decision rules

To apply a constraint, you can restrict the selection of offers to the members of one or several Adobe Experience Platform segments, or you can use a decision rule, both solutions corresponding to different usages.

Basically, the output of a segment is a list of profiles, whereas a decision rule is a function executed on demand against a single profile during the decisioning process. The difference between those two usages are detailed below.

  • Segments

    On one hand, segments are a group of Adobe Experience Platform profiles that match a certain logic based on profile attributes and experience events. However, Offer Management does not recompute the segment, which may not be up-to-date when presenting the offer.

    Learn more on segments in this section.

  • Decision rules

    On the other hand, a decision rule is based on data available in Adobe Experience Platform and determines to whom an offer can be shown. Once selected in an offer or a decision for a given placement, the rule is executed every single time a decision is made, which ensures that each profile gets the latest and the best offer.

    Learn more on decision rules in this section.

Add a fallback offer

Select the fallback offer that will be presented as a last resort to the customers that do not match the offers eligibility rules and constraints, then click Next.

Review and save the decision

If everything is configured properly, a summary of the decision properties displays.

  1. Make sure decision is ready to be used to present offers to customers.

  2. Click Finish.

  3. Then select Save and activate.

    You can also save the decision as draft, in order to edit and activate it later on.

The decision displays in the list with the Live or Draft status, depending on whether you activated it or not in the previous step.

It is now ready to be used to deliver offers to customers.

Decision list

From the decision list, you can select the decision to display its properties. From there you can also edit it, change its status (Draft, Live, Complete, Archived), duplicate the decision, or delete it.

Select the Edit button to go back to the decision edition mode, where you can modify the decision’s details, decision scopes and fallback offer.

Select a live decision and click Deactivate to set the decision status back to Draft.

To set again the status to Live, select the Activate button that is now displayed.

The More actions button enables the actions described below.

  • Complete: sets the decision’s status to Complete, meaning the decision cannot be called anymore. This action is only available for activated decisions. The decision is still available from the list, but you cannot set its status back to Draft or Approved. You can only duplicate, delete or archive it.

  • Duplicate: creates a decision with the same properties, decision scopes and fallback offer. By default, the new decision has the Draft status.

  • Delete: removes the decision from the list.

    CAUTION

    The decision and its content will not be accessible anymore. This action cannot be undone.

    If the decision is used in another object, it cannot be deleted.

  • Archive: sets the decision status to Archived. The decision is still available from the list, but you cannot set its status back to Draft or Approved. You can only duplicate or delete it.

You can also delete or change the status of multiple decisions at the same time by selecting the corresponding checkboxes.

If you want to change the status of several decisions whith different statuses, only the relevant statuses will be changed.

Once a decision has been created, you can click its name from the list.

This enables you to access detailed information for that decision. Select the Change log tab to monitor all the changes that have been made to the decision.

Tutorial video

NOTE

This video applies to the Offer Decisioning application service built on Adobe Experience Platform. However, it provides generic guidance to use Offer in the context of Journey Optimizer.

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