A smart offer list is a dynamic list of offers that can resolve to different results
each time the list is used. A smart offer list is specified by a query which can be based on
offer attributes, offer locations (folders or subfolders), offer owner, and so
on.
About this task
Users who can access a folder containing a smart offer list can use that smart offer
list. They will get the same result as anyone else running that offer list, even if
they would not normally have access to offers (for example in another division's
folders).
An example for using smart offer lists involves setting up the smart offer list to
automatically return the offers that you want to give out. If you want to give your
"high-value customer" the "best credit card offer" available, you can set up a smart
offer list that includes all credit card offers, sorted by the lowest interest rate
and with maximum size set to 1. The lowest interest rate
credit card offers available, at the time the flowchart contact process is run, is
automatically found and given to the high-value cell.
Note: Newly created offers can become part of smart offer lists with no action on your
part if they meet the smart offer list query criteria.
To create smart offer lists, complete the following steps:
Procedure
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From the Platform home page, select .
The All offers page appears.
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Select .
The Basic options section of the New
offer list page appears.
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Provide values for the following fields:
- Name
- Security policy
- Description
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Select Smart offer list.
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Click Next.
The Offers association section of the New
offer list page appears.
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To set the criteria for selection of offers, click Update
criteria.
A side panel appears containing the tabs
Conditions, Restrictions, and
List size limit. By default, the
Conditions tab is active.
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Click Add condition.
The following fields appear:
- Attribute - Mandatory. Select the required
attribute. You can also search the required attribute using the
Search bar.
- Condition - Mandatory. Select the required
condition based on the attribute selected.
- Value - Mandatory. Provide a value to meet the
criteria.
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To add more conditions, execute step 7. Add as
many conditions as required and combine them using the
AND or OR. To remove the
condition, select the X succeeding the condition.
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You can restrict the search for offers by specifying the folder in the
Restrictions tab. By default, the restriction criteria
is set to All Offers. To limit the search to a specific
folder, deselect the default selection, and select the required folder, or
folders, in the Available folders panel.
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The selected folder, or folders, appear in the Restricted
folders panel. By default, the Restrict access to all
sub-folders of the selected folders option is selected. If you
do not want to include the offers in the sub-folders of the selected folder, or
folders, deselect the option.
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To specify the size limit of an offer list, select the List size
limit tab. Provide values for the following fields:
- Size - This is part of the List size
limit group. Provide a positive integer value which
limits the number of offers in an offer list. For example,
10.
- Attribute - This is part of the Order
by group. Select the attribute on which the offers will
be ordered. You can also search the required attribute using the
Search bar.
- Order - This is part of the Order
by group. Select how the offers will be ordered for the
selected attribute. For example, Ascending or
Descending.
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Click Save.
The message indicating successful creation of offer list
appears.