Detailed description of the values to enter when configuring
the Max # Packages rule, including examples.
Table 1. Max # Packages rule field definitionsA two-column table that describes the fields
in the Max # Packages rule.
Field |
Value |
For each customer in segment |
- Any customer applies the rule to all customers.
- Segment Name limits the rule to customers in
the segment you select.
|
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.
|
the number of packages from the channel |
- Any channel applies to offers regardless of delivery channel.
- Channel name narrows the rule to those offers
on the channel you specify only.
|
should not exceed |
Limits the maximum number of packages that can be sent to each
customer to the value you enter. |
Examples of the Max # Packages rule
"For
each customer in segment Recent Accounts, over the time period 30 days,
the number of packages from the channel Any Channel should
be between minimum 0 and maximum 2." This rule limits
the contacts in the optimized contact list so that the number of packages
for each customer who recently opened accounts is no more than two
in any 30-day period.
"For each customer in segment Any Customer,
over the time period 30 days the number of packages from the
channel Email should be between minimum 0 maximum 5."
This rule ensures that the number of email packages any customer receives
is limited to five for any 30-day period.