Create personalized offers

Before creating an offer, make sure that you created:

  • A placement in which the offer will be displayed. See Create placements
  • A decision rule that will define the condition under which the offer will be presented. See Create decision rules.
  • One or several tags that you want to associate to the offer. See Create tags.

Discover this feature in video

The list of personalized offers is accessible in the Browse tab, which displays by default when accessing the Offers menu.

To create an offer, follow these steps:

  1. In the Browse tab, click Create offer, then select Personalized offer.

  2. Specify the offer’s name as well as its start and end date and time. You can also associate one or several existing tag(s) to the offer, allowing you to search and organize the Offer Library more easily.

    NOTE

    The Offer attributes section allows you to associate key value pairs with the offer for reporting and analysis purposes.

  3. Add one or multiple representations for your offer using the Add representation button.

    NOTE

    An offer can be displayed at different places in a message: in a top banner with an image, as text in a paragraph, as an html block etc. The more representations an offer has, the more opportunities exist to use the offer in different placement contexts.

  4. For each representation, specify the Channel and the Placement where the offer will be displayed.

    The Browse button allows you to filter available placements and filter them according to their channel and/or content type.

  5. Add content to each representation coming from Adobe Experience Cloud Assets library or from an external public location.

    • To add content from Adobe Experience Cloud Assets library, drag and drop it from the left pane into the representation area, then specify the URL to associate with the content in the Destination link field.

      NOTE

      Contents can only be dragged and dropped from the Asset Picker in the left panel. Only content corresponding to the placement’s content type is available for use.

    • To add content from an external public location, click the Add content button, then specify the name, URL, and Destination link of the content to add.

      Make sure that the content you are adding corresponds to the selected placement’s content type.

    • You can also insert text-type content. To do this, click the Add content button, then select the Custom text option. In the Text field, type the text that will display in the offer.

      NOTE

      This option is not available for image-type placements.

  6. Add eligibility rules and constraint to the offer. These are rules that will define the conditions under which an offer will be displayed.

    1. By default, the All visitors decision rule option is selected, meaning that any profile will be eligible to be presented the offer.

      If you want to associate a specific decision rule to the offer, 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.

    2. Define the Priority of the offer compared to other ones. The highest an offer’s priority will be, the highest its priority will be compared to other offers.

    3. Specify the offer’s Capping, meaning the number of times the offer will be presented in total per user.

      NOTE

      The number of times an offer is proposed is calculated at email preparation time. For example, if you prepare an email with a number of offers, those numbers count towards your max cap regardless of whether or not the email is sent.

      If an email delivery is deleted or if the preparation is done again before being sent, the capping value for the offer is automatically updated.

      In the example above:

      • The offer’s priority is set to “50”, meaning the offer will be presented before offers with a priority between 1 and 49, and after the ones with a priority of at least 51.
      • The offer will be considered for users that match the “Gold Loyalty Customers” decision rule only.
      • The offer will be presented only once per user.
  7. Once eligibility rules and constraints have been defined, a summary of the offer properties displays. If everything is configured properly and your offer is ready to be presented to customers, click Finish, then select Save and approve.

    You can also save the offer as a draft, in order to edit and approve it later on.

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

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

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

Tutorial video

On this page