Integrating an offer via a workflow integrating-an-offer-via-a-workflow

In a workflow, add a delivery outline activity before adding a delivery activity.

In the delivery outline activity, specify the outline you would like to use.

For more information on specifying delivery outlines, refer to the Campaign - MRM guide.

Complete the available fields according to your delivery.

There are two possible cases:

• If you would like to call the offer engine, check the Restrict the number of propositions selected box. Specify the offer space and the number of propositions that will be presented in the delivery.

  The offer weights and eligibility rules will be taken into account by the offer engine.

• If you do not check the box, all the offers in the delivery outline will be presented without making a call to the offer engine.

Add and open an enrichment activity.

In the Enrichment tab, select Add data.

Select An offer proposition in the types of data to add.

Specify an identifier as well as a label for the proposition that will be added.

Specify the offer selection. There are two possible options for this:

• Search for the best offer in a category : check this option and specify the offer engine call parameters (offer space, category or theme(s), contact date, number of offers to keep). The engine will automatically calculate the offer(s) to add according to these parameters. We recommend completing either the Category or the Theme field, rather than both at the same time.

  

• A predefined offer : check this option and specify an offer space, a specific offer, and a contact date to directly configure the offer that you would like to add, without calling the offer engine.

  

Then configure a delivery activity that corresponds to your chosen channel. For more on this, refer to the Inserting an offer proposition into a delivery section.

Select Add data in the activity’s Enrichment tab.

In the window where you choose the type of data to add, select A link.

Select the type of link you want to establish as well as its target. In this case, the target is the offer schema.

Specify the join between the inbound table data in the enrichment activity (here the recipient table) and the offer table. For example, you can link an offer code to a recipient.

Then configure a delivery activity that corresponds to your chosen channel. For more on this, refer to the Inserting an offer proposition into a delivery section.

Create a call to the offer engine in an enrichment activity placed after a query and before a delivery activity. Refer to the Specifying an offer or a call to the offer engine section.

In the activity’s main window, select Edit additional data….

Add the @rank columns for the ranking and @weight for the offer weight.

Confirm your addition and save your workflow.

Add and open an Offer engine activity.

Complete the various available fields to specify the call to offer engine parameters (offer space, category or theme(s), contact date, number of offers to keep). The engine will automatically calculate the offer(s) to add according to these parameters.

Then configure a delivery activity that corresponds to your chosen channel. For more on this, refer to the Inserting an offer proposition into a delivery section.

Add the Offers by cell activity once you have specified the target population, then open it.

In the General tab, select the offer space on which you want to present the offers.

In the Cells tab, specify the different sub-sets using the Add button:

• Specify the subset population using the available filtering and limiting rules.

• Then select the offer that you want to present to the sub-set. The available offers are those that are eligible on the offer environment that was selected at the previous step.

  

Then configure a delivery activity that corresponds to your chosen channel. For more on this, refer to the Inserting an offer proposition into a delivery section.