Personalization使用案例：訂單狀態通知 personalization-use-case

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• TL;DR: This page walks through an order status push notification use case combining three types of personalization — profile field, offer decision, and contextual journey data — in a single message.

Intents:

• Create a journey with an order event and a Push action activity
• Add profile-based personalization (customer’s first name) to the push title
• Add contextual data personalization (order number, item name, order progress) from the journey event
• Add offer decision personalization to the push body
• Test the journey in test mode and publish

Glossary:

• Profile personalization: Personalization based on a profile field such as first name, accessed via profile.* attributes. (product-specific)
• Offer decision: Personalization based on decision management variables; inserted from the Offer decisions menu in the personalization editor. (product-specific)
• Contextual personalization: Personalization based on data from the journey — event fields (e.g., order number, item name, order progress) and journey properties (e.g., journey ID, errors). Available only when a journey has passed contextual data to the message. (product-specific)
• Journey Properties: Technical fields related to the journey for a given profile — such as journey ID or errors encountered — accessible under Contextual attributes > Journey Orchestration. (product-specific)

Guardrails:

• Contextual attributes are available in the personalization editor only if a journey has passed contextual data to the message.
• Test mode works only with test profiles; the profile identifier entered in the event configuration must correspond to an existing test profile.

Terminology:

• Canonical name: contextual personalization — variants: context-based personalization, journey context personalization
• Synonyms: “Journey Orchestration” (UI label under Contextual attributes menu) = contextual journey data source
• Do not confuse: Profile personalization (static profile field values, always available) ≠ Contextual personalization (journey event and properties data, only available after journey context has been passed to the message) ≠ Offer decision personalization (decision management variables)

FAQ:

• Q: What three types of personalization are combined in this use case? — Profile personalization (customer’s first name from profile.*), contextual data personalization (order number, item name, and order progress from the journey event), and offer decision personalization (a decision management offer inserted in the body).
• Q: Where do contextual attributes come from in the personalization editor? — Contextual attributes come from events placed before the channel action activity in the journey, and from journey technical properties. They appear in the personalization editor under Contextual attributes > Journey Orchestration > Events (event fields) or Journey Properties (journey metadata).
• Q: What are the prerequisites for this use case? — An order event must be configured with order number, status, and item name fields, and a decision must exist in decision management.
• Q: How do I test the push notification in this use case? — Click the Test button in the journey, then click “Trigger an event” and enter the event values in the Event configuration window. Test mode only works with test profiles; the profile identifier must correspond to an existing test profile.