Work with rule sets

Transcript

Hi, I’m Aaron Forrest, a product manager on the Adobe Journey Optimizer team, here to demo how you can frequency cap certain types of communications. Let’s jump in. It isn’t uncommon for a brand to have multiple emails going out in a given day or week. These emails are coming from journeys and campaigns. Some are scheduled communications while others are triggered by real-time events. In this example here, you’ll see that combination and that a customer can be potentially bombarded with up to 8 emails per day. And also to note, some of these emails are very similar in nature, all trying to drive product sales. As a marketer, you’ll want to mitigate the risk of customer fatigue by applying a capping constraint so that your customer doesn’t get too many sales-like emails on a given day. Let’s check out how to achieve this use case that warrants the need for frequency capping by type. Within Business Rules, let’s create a channel rule set where we will specify a maximum number of sales emails we’d like a customer to see. The rule set is the folder which will contain this frequency capping rule and which we will use to group together our sales emails to adhere to the cap. I’ll name this rule set Sales Emails Cap and be sure to specify that it’s a channel domain. Then, I’ll add a rule of 1 sales email per day. Hit save and activate both the rule and the rule set. Now, let’s jump over to our campaign and journey which contain these sales-like messages to apply the constraint. This store-wide deals journey contains this store-wide deals email. I’ll select the action in the canvas and then hit edit content. Here, at the top of the editor, you’ll see the option to add business rule. Let’s add the rule set we just created. Now, let’s head on over to our campaign to apply the rule set there as well. I’ll hit edit content and again here at the top, I’ll add the business rule. We can confirm that we’ve successfully applied the business rule as it will be shown here in the properties. We’ve now successfully applied this constraint to two of our sales-like emails and can rest assured that the customer will get a maximum of one of these sales emails per day. In summary, the frequency capping tool supports your more granular and specific capping needs by enabling you to cap by certain types of communications through the creation of these custom rule sets.