9.2 Configure your offers and decision

9.2.1 Create your personalized offers

In this exercise, you’ll create four Personalized Offers. Here are the details to take into account when creating those offers:

Name Date Range Image Link for Email Image Link for Web Text Priority Eligibility Language
--demoProfileLdap-- - Nadia Elements Shell today - 1 month later https://bit.ly/3nPiwdZ https://bit.ly/2INwXjt {{ profile.person.name.firstName }}, 10% discount on Nadia Elements Shell 25 all - Female Customers English (United States)
--demoProfileLdap-- - Radiant Tee today - 1 month later https://bit.ly/2HfA17v https://bit.ly/3pEIdzn {{ profile.person.name.firstName }}, 5% discount on Radiant Tee 15 all - Female Customers English (United States)
--demoProfileLdap-- - Zeppelin Yoga Pant today - 1 month later https://bit.ly/2IOaItW https://bit.ly/2INZHZd {{ profile.person.name.firstName }}, 10% discount on Zeppelin Yoga Pant 25 all - Male Customers English (United States)
--demoProfileLdap-- - Proteus Fitness Jackshirt today - 1 month later https://bit.ly/330a43n https://bit.ly/36USaQW {{ profile.person.name.firstName }}, 5% discount on Proteus Fitness Jackshirt 15 all - Male Customers English (United States)

Login to Adobe Journey Optimizer by going to Adobe Experience Cloud. Click Journey Optimizer.

ACOP

You’ll be redirected to the Home view in Journey Optimizer. First, make sure you’re using the correct sandbox. The sandbox to use is called --aepSandboxId--. To change from one sandbox to another, click on PRODUCTION Prod (VA7) and select the sandbox from the list. In this example, the sandbox is named AEP Enablement FY22. You’ll then be in the Home view of your sandbox --aepSandboxId--.

ACOP

In the left menu, click Offers and then go to Offers. Click + Create Offer.

Decision Rule

You’ll then see this popup. Select Personalized offer and click Next.

Decision Rule

You’re now on the Details view.

Decision Rule

In this case, you need to configure the offer --demoProfileLdap-- - Nadia Elements Shell. Use the information in the table above to fill out the fields. In this example, the name of the Personalized Offer is vangeluw - Nadia Elements Shell. Also, set the Start date and time to yesterday, and set the End date and time to a date in a month from now.

Once done, you should have this. Click Next.

Decision Rule

You now need to create Representations. Representations are a combination of a Placement and a real asset.

For Representation 1, select:

  • Channel: Web
  • Placement: Web - Image
  • Content: URL
  • Public location: copy the URL from the column Image Link for Web in the above table

Decision Rule

Alternatively, you can select Asset library for the content and then click Browse.

Decision Rule

You’ll then see a popup of the Assets Library, go to the folder enablement-assets and select the image file nadia-web.png. Then, click Select.

Decision Rule

You’ll then see this:

Decision Rule

Click + Add Representation.

Decision Rule

For Representation 2, select:

  • Channel: Email
  • Placement: Email - Image
  • Content: URL
  • Public location: copy the URL from the column Image Link for Email in the above table

Decision Rule

Alternatively, you can select Asset library for the content and then click Browse.

Decision Rule

You’ll then see a popup of the Assets Library, go to the folder enablement-assets and select the image file nadia-email.png. Then, click Select.

Decision Rule

You’ll then see this:

Decision Rule

Next, click + Add representation.

Decision Rule

For Representation 3, select:

  • Channel: Non-digital
  • Placement: Non-digital - Text

Next, you need to add content. In this case that means adding the text to be used as a call to action.

Click Add Content.

Decision Rule

You’ll then see this popup.

Decision Rule

Select Custom text and fill out these fields:

Look at the Text field from the above table and enter that text here, in this case: {{ profile.person.name.firstName }}, 10% discount on Nadia Elements Shell.

You’ll also notice that you can select any profile attribute and include it as a dynamic field in the offer text. In this example, the field {{ profile.person.name.firstName }} will ensure that the first name of the customer that will receive this offer will be included in the offer text.

You’ll then see this. Click Save.

Decision Rule

You now have this. Click Next.

Decision Rule

You’ll then see this:

Decision Rule

Select By defined decision rule and click the + icon to add the rule all - Female Customers.

Decision Rule

You’ll then see this. Fill out the Priority as indicated in the above table. Click Next.

Decision Rule

You’ll then see an overview of your new Personalized Offer.

Decision Rule

Finally, click Save and approve.

Decision Rule

You’ll then see your newly created Personalized Offer become available in the Offers Overview:

Decision Rule

You should now repeat the above steps to create the three other Personalized Offers for the products Radiant Tee, Zeppelin Yoga Pant and Proteus Fitness Jackshirt.

When done, your Offer Overviews screen for Personalized Offers should show all your offers.

Final Offers

9.2.2 Create your fallback offer

After having created four Personalized Offers, you should now configure a Fallback Offer.

Make sure you’re in the Offers view:

Final Offers

Click + Create Offer.

Decision Rule

You’ll then see this popup. Select Fallback offer and click Next.

Decision Rule

You’ll then see this:

Decision Rule

Enter this name for your fallback offer: --demoProfileLdap-- - Luma Fallback Offer. Click Next.

Decision Rule

You now need to create Representations. Representations are a combination of a Placement and a real asset.

For Representation 1, select:

  • Channel: Web
  • Placement: Web - Image
  • Content: URL
  • Public location: https://bit.ly/3nBOt9h

Decision Rule

Alternatively, you can select Asset library for the content and then click Browse.

Decision Rule

You’ll then see a popup of the Assets Library, go to the folder enablement-assets and select the image file spriteyogastraps-web.png. Then, click Select.

Decision Rule

You’ll then see this:

Decision Rule

For Representation 2, select:

  • Channel: Email
  • Placement: Email - Image
  • Content: URL
  • Public location: https://bit.ly/3nF4qvE

Decision Rule

Alternatively, you can select Asset library for the content and then click Browse.

Decision Rule

You’ll then see a popup of the Assets Library, go to the folder enablement-assets and select the image file spriteyogastraps-email.png. Then, click Select.

Decision Rule

You’ll then see this:

Decision Rule

Next, click + Add representation.

Decision Rule

For Representation 3, select:

  • Channel: Non-digital
  • Placement: Non-digital - Text

Next, you need to add content. In this case that means adding the Image Link.

Click Add Content.

Decision Rule

You’ll then see this popup.

Decision Rule

Select Custom text and fill out these fields:

Enter the text {{ profile.person.name.firstName }}, discover our Sprite Yoga Straps! and click Save.

Decision Rule

You’ll then see this. Click Next.

Decision Rule

You’ll then see an overview of your new Fallback Offer. Click Finish.

Decision Rule

Finally, click Save and approve.

Decision Rule

In your Offer Overviews screen, you’ll now see this:

Final Offers

9.2.3 Create your collection

A Collection is used to filter out a sub-set of offers from the personalized offer list and use that as part of an Decision in order to speed up the decision process.

Go to Collections. Click + Create Collection.

Decision Rule

You’l then see this popup. Configure your Collection like this. Click Next.

  • Collection name: use --demoProfileLdap-- - Luma Collection
  • Select Create static collection.

Decision Rule

In the next screen, select the four Personalized Offers you created in the previous exercise. Click Save.

Decision Rule

You’ll now see this:

Decision Rule

9.2.4 Create your decision

A Decision combines Placements, a Collection of Personalized Offers and a Fallback Offer to ultimately be used by the Offer Decisioning engine to find the best offer for a specific profile, based on each of the individual personalized offer characteristics like priority, eligibility constraint and total / user capping.

To configure your Decision, go to Decisions. Click + Create Activity.

Decision Rule

You’ll then see this:

Decision Rule

Fill out the fields like this. Click Next.

  • Name: --demoProfileLdap-- - Luma Decision
  • Start date and time: yesterday
  • End date and time: today + 1 month

Decision Rule

In the next screen, you need to add placements into decision scopes. You’ll need to create decision scopes for the placements Web - Image, Email - Image and Non-digital - Text.

Decision Rule

First, create the decision scope for Non-digital - Text by selecting that placement in the dropdown. Then, click the Add button to add evaluation criteria.

Decision Rule

Select your collection --demoProfileLdap-- - Luma Collection and click Add.

Decision Rule

You’ll then see this. Click the - button to add a new decision scope.

Decision Rule

Select the placement Web - Image and add your collection --demoProfileLdap-- - Luma Collection under evaluation criteria. Then, click the + button again to add a new decision scope.

Decision Rule

Select the placement Email - Image and add your collection --demoProfileLdap-- - Luma Collection under evaluation criteria. Then, click Next.

Decision Rule

You now need to select your Fallback Offer, which is named --demoProfileLdap-- - Luma Fallback Offer. Click Next.

Decision Rule

Review your decision. Click Finish.

Decision Rule

In the popup, click Save and activate.

Decision Rule

And finally, you’ll now see your decision in the overview:

Decision Rule

You’ve now successfully configured your decision. Your decision is now live, and can be used to deliver optimized and personalized offers to your customers, in real-time.

Next Step: 9.3 Prepare your Data Collection Client property and Web SDK setup for Offer Decisioning

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