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Proactive Offer Rules

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Proactive Offer Rules

Proactive Offer Rules defines what type of offer is made, rules around when and how an offer is presented to the customer.

 

Screen displays;

 

Rules are displayed in Priority, Name order.

 

  • Priority
  • The lower the rule priority number, the greater the importance of the rule. For example, 1 is the highest rule priority in the screen shot above.
  • The presentation of an offer will be driven by the rule priority.
  • If there are multiple rules are matched with the same priority, it will be random as to the offer that will be presented to the customer.
  • Name
  • Rule name.
  • Description
  • Rule description.
  • Offer
  • An active offer type used by this rule. This defines the look and feel of the offer presented to the user.
  • Match On
  • The rule will match on the selected parameter.
  • Match Type
  • The rule will have to match the defined type:
  • Regular Expressions
  • Contains
  • Equals
  • Match Value
  • This is the keyword or phrase to match on the URL page.
  • Page View Count
  • Number of times the customer needs to view the matched value URL page before the rule can be applied.
  • The count applies to the session, not the offer. Therefore the count is only taken into consideration on the first offer of this type. Once the count has been reached, offers will continue to be presented based on settings and proactive offer rules.
  • Required Time
  • Amount of time the customer needs to be viewing the matched value URL page before the rule can be applied.
  • The required time is not an exact time. The polling interval needs to be taken into consideration. But it should not take more than the Required Time plus Poll Interval time for the rule to be applied.
  • Enabled
  • If the rule is active, the checkbox under the ‘Enabled’ column will be populated.
  • If the checkbox is not populated the rule will not be applied.
  • It is a good idea to preserve your historical rules for future use by changing these to disabled rather than deleting them completely.
  • Edit
  • Click on the edit button to make modifications to the rule.
  • Delete
  • Click on the delete button to delete an existing rule, then confirm you wish to delete it or select cancel to retain it.

 

  • Add Rule
  • Click on add button to add a new proactive offer rule to the system.

 

  1. Add and Maintain a Proactive Offer Rule

To add a new proactive offer rule, click on the Add Rule button.

 

Screen displays;

 

  • Name
  • Rule name is a required field.
  • Priority
  • The lower the rule priority number, the greater the importance of the rule. For example, 1 is the highest rule priority in the screen shot above.
  • Rules are processed in priority order.
  • Priority defaults to 1 and must be greater than 0.
  • Description
  • Rule description.
  • Offer Definition
  • Offer definition is a required field.
  • Select an offer type that meets the needs of this rule. It will define the look and feel of the offer presented to the user.
  • Enabled
  • Check the enabled box if this rule is to be put to use immediately.
  • Leave unchecked to disable the rule.
  • Enabled is checked by default.
  • Match On
  • Select the parameter to match on. This can be system or custom defined parameters.
  • Match Type
  • Select the match type for this rule:
  • Regular Expressions
  • Contains
  • Equals
  • Match Value
  • This is the keyword or phrase to match on the URL page.
  • Page View Count
  • Number of times the customer needs to view the matched value URL page before the rule can be applied.
  • Page view count defaults to 1 and must be greater than 0.
  • Required Time
  • Amount of time the customer needs to be viewing the matched value URL page before the rule can be applied.
  • Required time defaults to 00:00:00.
  • Don’t apply this Rule if previous Offer has been rejected
  • Check the box if this rule is not to be applied if the previous offer presented to the customer has been rejected.
  • Leave unchecked if this rule can be continued to be applied even after a reject.
  • Don’t apply is checked by default.

 

Entered the required details, and save the new proactive offer rule.

 

To maintain an existing rule, click on the Edit button for the required proactive offer rule.

 

Screen displays;

 

Updated the required details, and save the existing rule.

 

  • Save
  • Click on the save button to save the existing rule.
  • Close
  • Click on the close button to close the existing rule without saving any changes.
  • Delete
  • Click on the delete button to delete an existing rule, then confirm you wish to delete it or select cancel to retain it.
  • Only available when maintaining an existing rule.

 

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Last modified
14:00, 14 Sep 2014

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