Creating smart offer lists

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

Generally you use smart offer lists for periodically recurring campaigns. You can set up a cell to receive a smart offer list and then change the contents of the smart offer list without having to modify the flowchart. For example, if you set up a smart offer list to be the contents of a particular folder, then you can simply add or remove offers to and from that folder to modify the offers given out each time the Unica Campaign is run.

A further 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" cell 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 offer available at the time that 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 a smart offer list, you use a query to specify characteristics for the offers to include in the list.

Procedure

  1. Select Campaign > Offers.
  2. Click New offer list.
  3. Enter a Name, Security policy, and Description.
  4. For List type, select This is a smart offer list.
  5. In the Smart offer list criteria section, click Add criteria.
  6. In the Smart offer list dialog, use the drop-down lists to build a query to include offers in the list. Select an offer attribute, a condition, and a value. To specify multiple expressions, use Create condition to add another set of drop-down lists, then combine the expressions using And or Or.
  7. Use the Restrict search access tab to limit the search to the selected folders. To include subfolders in search results, select Restrict access to all subfolders of selected folders.
    Note: Any offers that are chosen as a result of this search are available to any user with access permissions to this offer list, even if they do not normally have permissions to see or access the offers.
  8. Use the controls under Order matching offers by to specify sorting options. Select the offer attribute by which you want matching orders to be sorted, select Ascending or Descending order, and indicate whether to limit the search results to the first "X" offers that match. By default, there is no limit.
  9. Click Save changes.