Definitions for the Min/Max # Offers Capacity rule

Detailed description of the values to enter when configuring the Min/Max # Offers Capacity rule, including examples.

Table 1. Min/Max # Offers Capacity rule field definitions

A two-column table that describes the fields in the Min/Max # Offers Capacity rule.
Field Value

Total number of offers 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.

over the time period
  • A time period you specify applies the rule to all time periods with the specified duration. The duration is a number of days. In other words, the rule must be true for any time period specified. For example, you create a rule that says a maximum of 3 offers can be sent to any customer in a 30-day period. Contact Optimization does not allow any optimized offers (also considering offers given in contact history) to exceed 3 in any 30-day window. This "sliding window" interpretation of the time period allows you to truly control your offer presentation strategy.
  • 0 represents "this optimization period." This option sets the minimum and maximum number of offers made over the entire time range for proposed contacts across all participating campaigns in this Contact Optimization session. That is, between the earliest and latest proposed dates in the PCT. When a value of zero is used, no sliding windows are used. The entire optimization period is considered as a single time window. In addition, contact history is not considered.

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.

should be between

  • minimum allows you to specify the minimum number of offers you want to be sent. Contact Optimization optimizes offers so that at least this number of offers are given out, if possible, given the constraints.

    Note: It might not be possible to achieve the minimum.

    For example, you have a rule specifying that a minimum of 10,000 of offer X must be given out. You cannot achieve this minimum in either of the following situations:

    • The PCT contains fewer than 10,000 contacts.
    • There are not 10,000 contacts in the PCT eligible for the offer, for example the contacts are limited by Never A with B rules.

    Contact Optimization gives out as many offers as possible, given the constraints.

  • maximum allows you to specify the maximum number of offers you want to be sent. This number is the maximum number of this type of specific offer/channel or offer list/channel combination that Contact Optimization allows within the specified time period.

Saving the Min/Max # offers capacity rule

If you want to add, edit, or remove a Rule Exception from the rule page, you must save the rule first.

  • Save. Save this rule. You remain on the rule page. Use this option when you want to add or edit a rule exception.
  • Save and return. Save this rule and return to the rule summary page.
  • Revert. Undo your changes and return to the last saved version of the rule. This action does not undo changes to rule exceptions.
  • Cancel. Do not save your changes and return to the rule summary page. This action does not undo changes to rule exceptions.

Rule Exceptions are saved in a separate dialog. If you click Save in the Add Rule Exception dialog, those changes are saved to the rule, regardless of your save actions on the rule page.

Examples of the Min/Max # offers capacity rule

"The number of offers from channel Telemarketing over the time period 1 day concerning offer/offer list Any Offer should be between minimum 0 and maximum 3,000." This rule limits the number of telemarketing calls in the optimized contact list to 3,000 per day.

"The total number of offers from channel Any Channel over the time period 30 days concerning offer/offer list Platinum Cards should be between minimum 0 maximum 50,000." This rule limits the number of platinum card offers in the optimized contact list to 50,000 over each rolling 30-day period.

"The total number of offers from channel Telemarketing over the time period 7 days concerning offer/offer list Platinum Cards should be between minimum 5000 maximum 15000." This rule causes Contact Optimization to include at least 5000 platinum card telemarketing calls and no more than 15,000 in the optimized contacts list over each rolling 7-day period.

"The total number of offers from channel Any Channel over the time period 30 days concerning offer/offer list Offer version: All discount = 6 should be between minimum 0 maximum 2000." This rule limits the number of offers where the offer parameter discount equals 6. Offers where the offer parameter discount does not equal 6 are unlimited.

"The total number of offers from channel Any Channel over the time period 30 days concerning offer/offer list Offer versions: Any

  • Shipping method = First Class Delivery
  • Shipping method = Express Delivery

should be between minimum 0 maximum 600." This rule limits the number of offers where the offer parameter Shipping method equals First Class Delivery or Express Delivery. Other shipping methods such as Evening Delivery or Expedited Delivery are unlimited.