Create decision policies create-decision

Decision policies are containers for your offers that leverage the Decisioning engine in order to pick the best content to deliver, depending on the audience.

Decision policies contain all of the selection logic for the decisioning engine to pick the best content. Decision policies are campaign specific. Their goal is to select the best offers for each profile while the campaign authoring allows you to indicate how the selected decision items should be presented, including which item attributes to be included in the message.

The main steps to leverage decision policies into your code-based campaigns are as follows:

Add a decision policy to a code-based campaign add-decision

To present the best dynamic offer and experience to your visitors on your website or mobile app, add a decision policy to a code-based campaign. To do so, follow the steps below.

Create the decision policy add

Select items and selection strategies select

The Strategy sequence section allows you to select the decision items and selection strategies to present with the decision policy.

Manage evaluation order in a decision policy evaluation-order

Once you have added decision items and selection strategies to your policy, you can arrange their order to determine their evaluation order and combine together selection strategies to evaluate them together.

The sequential order in which items and strategies will be evaluated is indicated with numbers at the left of each object or group of objects. To move the position of a selection strategy (or a group of strategies) within the sequence, drag and drop it to another position.

You can also combine multiple selection strategies into groups so they are evaluated together and not separately. To do this, click the + button under a selection strategy to combine it with another one. You can also drag and drop a selection strategy on another one to group the two strategies into a group.

Multiple strategies and their grouping determine the priority of the strategies and ranking of eligible offers. The first strategy has the highest priority and the strategies combined within the same group have the same priority.

For example, you have two collections, one in strategy A and one in strategy B. The request is for two decision items to be sent back. Let’s say there are two eligible offers from strategy A and three eligible offers from strategy B.

Add fallback offers fallback

Once you have selected decision items and/or selection strategies, you can add fallback offers that will display to users if none of the above items or selection strategies are qualified.

You can select any item from the list, which displays all the decision items created on the current sandbox. If no selection strategy is qualified, the fallback is displayed to the user no matter the dates and eligibility constraint applied to the selected item.

When your deicison policy is ready, save it and click Create. Now that the decision policy is created, you can use the decision attributes inside your code-based experience content. Learn more

Use the decision policy in the code editor use-decision-policy

Once created, the decision policy can be used in the personalization editor. To do so, follow the steps below.

Reporting in Customer Journey Analytics cja

If you are working with Customer Journey Analytics, you can create custom reporting dashboards for your code-based campaigns leveraging Decisioning.

The main steps are listed below. Detailed information on how to work with Customer Journey Analytics is available in the Customer Journey Analytics documentation.