Create offer activities

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.

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The list of offer activities is accessible in the Activities menu. Filters are available to help you retrieve activities according to their status or start and end dates.

Before creating an offer activity, make sure that the components below have been created in the Offer Library:

Create the offer activity

  1. Select the Activities menu, then click Create activity.

  2. Specify the activity’s name as well as its start and end date and time, then click Next.

Add decisions

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

  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 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.

    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.

    For more on how to work with segments, refer to the Segmentation Service documentation.

    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. For more on how to create a decision rule, refer to 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 offer activity

If everything is configured properly and your activity is ready to be used to present offers to customers, click Finish, then select Save and activate.

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

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

It is now ready to be used to deliver offers to customers. You can select it to display its properties and edit or suppress it.

NOTE

Once an offer activity has been created, you can click its name in the list to access detailed information, and vizualise all the changes that have been made to it using the Change log tab (see Offers and offer activities changes log).

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