Get started with Decisioning get-started-experience-decisioning
What is Decisioning about
Decisioning simplifies personalization by offering a centralized catalog of marketing offers known as ‘decision items’ and a sophisticated decision engine. This engine leverages rules and ranking criteria to select and present the most relevant decision items to each individual.
These decision items are seamlessly integrated into a wide range of inbound surfaces through the new code-based experience channel, now accessible within Journey Optimizer campaigns. Decisioning decision policies are available for use in code-based experience campaigns only.
Guardrails & limitations guardrails
To ensure optimal use of Decisioning, keep the following guardrails and limitations in mind:
General guardrails general
- Offer items: Each item collection can contain up to 500 offer items.
- Custom attributes: A decision item can include a maximum of 100 custom attributes.
- Selection strategies & decision items per policy: A decision policy supports up to 10 selection strategies and decision items combined.
Eligibility rules eligibility
- Nesting levels: The nesting depth is limited to 30 levels. This is measured by counting the
)closing parentheses in the PQL string. - Rule string size: A rule string can be up to 15KB in size for UTF-8 encoded characters. This is equivalent to 15,000 ASCII characters (1 byte each), or 3,750–7,500 non-ASCII characters (2–4 bytes each).
Ranking formulas ranking
- Nesting levels: The nesting depth is limited to 30 levels. This is measured by counting the
)closing parentheses in the PQL string. - Formula string size: A rule string can be up to 8KB in size for UTF-8 encoded characters. This is equivalent to 8,000 ASCII characters (1 byte each), or 2,000–4,000 non-ASCII characters (2–4 bytes each).
Decisioning key steps steps
The main steps to work with Decisioning are as follows:
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Assign proper permissions. Decisioning is only available to users with access to a Decisioning related role such as Decision managers. If you cannot access Decisioning, your permissions must be extended.
accordion Learn how to assign the Decision managers role -
To assign a role to a user in the Permissions product, navigate to the Roles tab and select Decision managers.
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From the Users tab, click Add user.
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Type in your user’s name or email address or select the user fom the list and click Save.
If the user was not previously created, refer to the Add users documentation.
Your user should then receive an email redirecting to your instance.
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Configure custom attributes: Tailor the item catalog to your specific requirements by setting up custom attributes into the catalog’s schema.
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Create decision items to show to your targeted audience.
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Organize with collections: Use collections to categorize decision items based on attribute-based rules. Incorporate collections into your selection strategies to determine which collection of decision items should be considered.
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Create decision rules: Decision rules are used in decision items and/or selection strategies to determine to whom a decision item can be shown.
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Implement ranking methods: Create ranking methods and apply them within decision strategies to determine the priority order for selecting decision items.
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Create selection strategies: Build selection strategies that leverage collections, decision rules, and ranking methods to identify the decision items suitable for displaying to profiles.
➡️ Learn how to create selection strategies (API documentation)
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Create a decision policy and embed it into your code-based campaign: Decision policies combine multiple selection strategies to determine the eligible decision items to display to the intended audience.