Journey capping & arbitration journey-capping

Navigate to the Business rules (Beta) menu to access the rule sets inventory.

Select the rule set where you want to add the capping rule, or create a new rule set:

• To use an existing rule set, select it from the list. Journey capping rules can only be added to rule sets with the “journey” domain. You can check this information in the rule sets lists, in the Domain column.

  

• To create the capping rule inside a new rule set, click Create rule set, specify a unique name for the rule set and select “Journey” from the Rule Set Domain drop-down, then click Save.

  

In the rule set screen, click the Add Rule button then configure the rule to suit your needs:

• Provide a unique name for the rule.

• In the Rule Type drop-down list, specify the type of capping for the rule.

  • Journey Entry Cap: Limits the number of entries into the journey over a given period for a profile.
  • Journey Concurrency Cap: Limits how many journeys a profile can be enrolled in simultaneously.

• Expand the sections below to learn how to configure each type of capping:

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  Configure a journey entry capping rule
  In the Capping field, set the maximum number of journeys a profile can enter. In the Duration field, define the time period to consider. Please note, that the duration is based on the UTC time zone. For example, the Daily cap will reset at midnight UTC. In this example, we want to restrict profiles from entering more than “5” journeys in a month. note note NOTE The system will take into consideration the priority of upcoming scheduled journeys that have this same rule applied to it. In this example, if the marketer has already entered 4 journeys and there is another upcoming scheduled journey this month with a higher priority, then the customers will be suppressed from entering into the lower priority journey.

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  Configure a journey concurrency capping rule
  In the Capping field, set the maximum number of journeys a profile can be enrolled in simultaneously. Use the Prioritization look ahead field to arbitrate journey entries based on priority scores over a chose period (e.G., 1 day, 7 days, 30 days). This helps prioritize entry into higher-value journeys if a profile is eligible to multiple journeys. In this example, we want to restrict profiles from entering the journey if they are already enrolled into another journey containing the same rule set. If another journey within the next 7 days has a higher priority score, the profile will not enter this journey. {width="50%"}

When the capping rule is ready to be applied to journeys, activate it by clicking the ellipsis button next its name.

Activate the entire rule set by clicking the ellipsis button next to the Add Rule button in the upper-right corner of the screen.