Create collections

Transcript

In this video, we’re going to learn how to create collections using decision management capabilities. The whole point of decision management is to serve the right offer to the right customer at the right time. A collection is a group of offers you’re deciding between. Collections are created after you’ve created your offers, and you’ll need to create a collection before you can build a decision.

Now let’s jump into the user interface. Start by selecting Offers under the DECISION MANAGEMENT section, in the left navigation. Next, from the Offers screen, select the Collections tab.

Here, you can see all your existing collections. You can easily search to locate a collection. Let’s do this by searching for our Women’s Collection. Also, by selecting a collection, such as the Luma collection we have here, we can see its offers.

Now we’re ready to create a new collection. To create a collection, select Create collection in the top, right? The new collection popover appears. In the first step, give the collection a descriptive name. If you’ve added tags to your offers, you can build dynamic collections. Let’s first create a dynamic collection by selecting the dynamic collection radio button. Then select Next to continue.

Dynamic collections are built based on the tags you have created. Enter the tag or tags in the left pane, and the preview will dynamically filter offers to those matching your tag condition. In this example, mens and yoga tags are used to filter our results. As you can, see two dynamic collections appear based on the tags used.

Note that we have the logic set to Has any tags, which is an or condition, returning offers with either the mens tag or the yoga tag. If we change this to has all tags, it’ll be an and condition requiring both tags to be present in the offer. Once complete, select Save. And that’s all there is to creating dynamic collections.

The great thing about dynamic collections is that they are automatically updated as new offers are created using the relevant tags. I’ll show you what I mean.

Here, we are on the last step of creating a new offer with the mens and yoga tags. After we save and approve this offer by selecting the Save and approved button, we can navigate back to our collection by selecting Offers, followed by Collections. You should see that it now includes the new offer. Now let’s create a static collection. With a static collection, you manually select which offers to include. You can use the filters on the left to narrow down the list of options. In the example, I’ll select Approved. Then I’ll grab the Radiant Tee and Zeppelin Yoga Pants offers. Once you’ve selected all your offers, select Save, and that’s all there is to creating a static collection. After saving, if you create new offers and want to include them in your static collection, you’ll just need to manually add them.

You should now know how to create a dynamic and static collection. Once you have a group of offers in a collection, you’re ready to create a decision.

Thanks for watching. -