Use formulas to rank journeys journey-ranking-formulas

Access the Orchestration ranking section, then select the Ranking formulas tab. The list of previously created formulas is displayed.

Click Create formula.

Specify the formula name and add a description if desired.

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Optionally, click Select AI model to set the model that will be used as a reference to build your ranking formula.

In the Criterion 1 section, specify which journeys you want to apply a ranking score to by doing the following:

• select a journey attribute (such as journey name, tags, priority, or other journey properties);
• select a logical operator;
• add a matching condition - you can either type/select a value, or choose a profile attribute.

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Optionally, you can specify additional elements to refine the matching conditions for your criteria to be true.

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For example, you defined Criterion 1 such as Journey tags contain Loyalty. Additionally, you can add another condition such as if the Loyalty status equals Gold, then Criterion 1 is true.

Create an expression that will assign a ranking score to the journeys that meet the condition defined above. You can reference any of the following:

• a variable:

  • the journey priority, which is a manual value assigned to the journey when creating a journey;
  • the score that came out of the AI model that you optionally selected above;

• an attribute:

  • any attribute that might live on the profile, such as any externally derived propensity score;
  • a journey attribute;

• a static value that you can assign in a free format;

• a combination of all the above.

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Click Add criterion to add one or more criteria as many times as needed. The logic is as follows:

• If the first criterion is true for a given decision item, it takes precedence over the next ones.
• If not true, the decisioning engine moves on to the second criterion, and so on.

Once you defined all your criteria, in the last field, you can build an expression that will be assigned to all journeys that do not meet the above criteria.

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Click Create to complete your ranking formula.

From the Business rules menu, create a rule set you want to use for journey arbitration. Learn how

Make sure you select the Journey domain.

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In the rule set properties, set the Ranking method to Formula (instead of the default Priority).

Select the ranking formula that you created from the drop-down list.

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Create the journey capping rules you want to add to the rule set. Learn how

Save the rule set.

Create or open the journey you want to assign the rule set to. Learn how to create a journey

In the journey properties, select the rule set from the drop-down list. Learn how.

Save the journey.