User Interface

The Offer Library allows you to create and manage your placements and offers in one single place, as well as access all the created decisions (previously known as offer activities).

NOTE

If you are experiencing issues accessing the Offer Library or some of its features, check with an Admin user that you have been granted the required rights. See Grant access to Decision Management.

Use the Offers menu to manage personalized and fallback offers, organize them into collections, and deliver them by creating decisions:

  • Overview: New to Offer Decisioning? Follow the on-screen steps to get started with setting up placements, offers, and collections. When already familiar with Offer Decisioning, get an overview on your most recent offers, collections and decisions. See Overview.

  • Offers: Access your personalized and fallback offers or create new ones. See Creating an offer and Creating a fallback offer.

  • Collections: Create and manage static and dynamic offer collections. See About offer collections.

  • Decisions: Create and manage decisions to deliver your offers. See Create decisions.

Use the Components menu to manage the components required to create offers:

  • Placements: Create and manage placements where your offers will display. See Creating placements.

  • Tags: Create and manage tags to organize and filter your offers. See Creating tags.

  • Rules: Manage the conditions under which your offers are presented. See Creating a decision rule.

  • Rankings: Create and manage ranking formulas to determine which offer should be presented first for a given placement. See Create ranking formulas.

Overview

When you are new to Offer Decisioning, the Overview tab guides you through the main steps needed to start building your first offer decision.

Follow the on-screen steps to start creating placements, offers, and collections.

Once you are done with these first steps, you are prompted to created offer decisions (previously known as offer activities).

NOTE

The main steps to create offers and use them in a decision are presented in this section.

When you are more familiar with Offer Decisioning and you have already created at least one offer decision, the Overview tab displays your most recent offers, collections and decisions.

Click an offer or a decision to directly access the selected item’s details.

Click the View all button to access the offer, collection, or decision lists.

Search and filter information

Use the search bar to find a specific item.

Filters can also be accessed by clicking the filter icon on the top left of the list. They allows you to filter the displayed elements according to different criteria. You can, for example, filter the placements that have been created for the email communication channel and image-type contents.

Customize displayed information

Lists from Decision Management menus can be personalized using the configuration button on the top right of the lists.

This allows you to choose the information to display according to your needs.

Note that columns customization is saved for each user.

Information pane

In the different lists, select an element to display an information pane that will allow you to retrieve information and perform basic actions on the element.

The offers and decisions lists also allow you to perform bulk actions on several elements. To do this, select the desired offers or decisions, then select the action you want to perform from the information pane.

Note that you can also duplicate an existing offer or decisions in order to create a copy with the Draft status. This can be performed either from the information pane or from an offer or a decision’s detailed view.

Offers and decisions change logs

The Offer Library allows you to visualize all the changes that have been made to an offer or a decision. To do this, open the offer or decision by clicking on its name in the list, then select the Change log tab.

All the changes that have been made display in this screen, as well as the name of the user that performed the changes.

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