Definitions for the Custom Capacity rule

Detailed description of the values to enter when configuring the Custom Capacity rule, including examples.

Table 1. Custom Capacity rule field definitions

A two-column table describing the fields in the Custom Capacity rule.

Field Value

Sum or average

  • Sum specifies that Contact Optimization adds the values of the PCT column before comparing it to the value.
  • Average specifies that Contact Optimization takes the average of the values in the PCT column before comparing it to the value.
Note: While you are using the values from the PCT, the sum or average is based on the values in the final OCT.

of the PCT column

The name of a numeric column in the PCT you want to constrain your Contact Optimization session by.

should be

Select an operator to compare the PCT column to the value: less than or equal to or greater than or equal to.

the value

A positive number to which you compare the sum or average of the PCT Column. The number can be an integer or decimal.

concerning offer/offer list

  • Any offer applies to all offers.
  • Offer/offer list narrows the rule to the specific offer or offer list you select.
  • Offer Versions narrows the rule to offer versions with the offer attributes you specify in the query builder. Use offer version to scope the rule to apply to only specific offer versions defined using parameterized offer attributes.

from channel

  • Any channel applies to offers regardless of delivery channel.
  • Channel name narrows the rule to those offers on the channel you specify only.

Examples of the Custom Capacity rule

"The Sum of the CostPerOffer should be <= the value 100000 concerning the offer/offer list Any Offer from channel Any Channel." This rule limits the budget of the entire campaign (any offer on any channel) to $100,000.

"The Sum of the RiskScore should be <= the value 100 concerning the offer/offer list Any Offer from channel Any Channel." This rule limits the amount of risk your business is exposed to by your campaign.

"The Average of the APR should be >= the value 8 concerning the offer/offer list CreditOffers from channel Any Channel." This rule prevents giving out only low interest rate offers to ensure profitability.

"The Sum of the CostPerOffer should be <= the value 20000 concerning the offer/offer list Offer Version: All CampaignName = SpringSale from channel Any Channel." This rule limits the budget for any offer where the parameterized offer attribute CampaignName equals SpringSale to $20,000. This rule requires that you configure the offer to use a derived field or a Campaign generated field to pass the Campaign name to the offer. Using offer versions, you can create Contact Optimization sessions that span campaigns and constrain the budget for each campaign individually.