Use case: Configure personalized offers to use them in an email configure-add-personalized-offers-email

Before creating offers, define your components

• Create placements
• Create decision rules
• Create collection qualifiers (previously known as “tags”)
• Create rankings (optional)

Configure the offers

• Create offers

• For each offer:

  • Create representations, and select a placement and an asset for each representation
  • Add a rule for each offer
  • Define a priority for each offer

Create a fallback offer

Create a collection to include the personalized offers you created

Configure the decision

• Create a decision
• Select the placements you created
• For each placement, select the collection
• For each placement, select a ranking (optional)
• Select the fallback

Insert the decision in an email

• Select a placement matching the offers you want to display
• Select the decision from the items compatible with the selected placement
• Preview your offers

Start by creating placements for your offers.

You will use these placements to define where the resulting offer will appear when defining your offer decision.

In this example, create three placements with the following channel and content types:

• Web - Image
• Email - Image
• Non-digital - Text

The detailed steps to create placements are described in this section.

Create decision rules.

Decision rules will provide the best offer to a profile in Adobe Experience Platform.

Configure two simple rules by using the XDM Individual Profile > Person > Gender attribute:

• Female Customers
• Male Customers

The detailed steps to create rules are described in this section.

You can also create a collection qualifier.

You will then be able to associate it to your offers and use this collection qualifier to group your offers together into a collection.

In this example, create the Yoga collection qualifier.

The detailed steps to create collection qualifiers are described in this section.

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.

The detailed steps to create ranking formulas are described in this section.

Create an offer. Learn more in this section.

In this offer, create three representations. Each representation must be a combination of a placement that you created earlier and an asset:

• One corresponding to the Web - Image placement
• One corresponding to the Email - Image placement
• One corresponding to the Non-digital - Text placement

Learn more on representations in this section.

Select an appropriate image for the first two placements. Enter custom text for the Non-digital - Text placement.

In the Offer eligibility section, select By defined decision rule and drag and drop the rule of your choice.

Fill out the Priority. In this example, add 25.

Review your offer, then click Save and approve.

In this example, create three more offers with the same representations, but different assets. Assign them with different rules and priorities, such as:

• First offer - Decision rule: Female Customers, Priority: 25
• Second offer - Decision rule: Female Customers, Priority: 15
• Third offer - Decision rule: Male Customers, Priority: 25
• Fourth offer - Decision rule: Male Customers, Priority: 15

Create a fallback offer.

Define the same representations as for the offers, with appropriate assets (they should be different from the ones used in your offers).

Each representation must be a combination of a placement that you created earlier and an asset:

• One corresponding to the Web - Image placement
• One corresponding to the Email - Image placement
• One corresponding to the Non-digital - Text placement

Review your fallback offer, then click Save and approve.

To speed up the decision process, create a dynamic collection.

Use the Yoga collection qualifier to select the four personalized offers you created earlier.

Create a decision. Learn more in this section.

Select the Web - Image, Email - Image and Non-digital - Text placements.

For each placement, add the collection you created.

If you defined a ranking when building your components, you can assign it to a placement in the decision. If multiple offers are eligible to be presented in this placement, the decision will use this formula to calculate which offer to deliver first.

The detailed steps to assign a ranking formula to a placement are described in this section.

Select the fallback offer that you created. It will be displayed as an available fallback offer for the three selected placements.

Review your decision, then click Save and approve.