Key steps to create and manage offers key-steps-to-manage-offers
The main steps to create, configure and manage offers, as well as use them in a decision, are presented below.
For a full end-to-end example showing how to configure offers, use them in a decision and leverage this decision in an email, check out this page.
Create components create-components
Before starting to create offers, you must define several components that you will use in your offers.
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Create placements, which are containers that will be used to showcase your offers. You can, for example, create a placement that will be dedicated to offers in the image format only, and situated to the top of your messages.
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Create decision rules that will specify the conditions under which the offers will be presented.
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Create collection qualifiers (previously known as “tags”) that you will associate to the offers, allowing you to easily organize and search them into the library.
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If you want to define rules that will determine which offer should be presented first for a given placement (rather than taking into account the offers’ priority scores), you can create a ranking formula.
Create and manage offers create-and-manage-offers
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Create offers, and configure their content and properties.
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Create fallback offers, which are the last resort offers to display if customers are not eligible for any of the selected offers.
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Create a collection to include the personalized offers you created and use them in a decision.
Create and configure decisions create-and-configure-decisions
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Create a decision that will combine placements with the personalized offers and the fallback offers. This combination will be used by the decisioning engine to find the best offer for a specific profile.
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Configure the decision. To do so, select the placements, and for each placement, select a collection and a fallback.
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If needed, you can assign a ranking formula or AI ranking to a placement when configuring the decision.