Detailed description of the values to enter when configuring
the Min/Max # Offers For Each Customer rule, including examples.
Table 1. Min/Max # Offers For Each Customer rule field definitionsA two-column table that describes the
fields in the Min/Max # Offers For Each Customer 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.
|
the number of offers 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.
|
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 that you want to send. Contact Optimization optimizes
offers so that this number is reached.
Note: As an FEC rule, if the
minimum cannot be met for any particular individual, no offers are
given to that recipient.
- maximum allows you to specify the maximum
number of offers that you want to send.
Note: Try to avoid using close
minimum and maximum values, such as a minimum of two and a maximum
of three. Such a close range reduces the optimality of the solution.
|
Examples of the Min/Max # Offers For Each Customer
rule
"For each customer in segment Recent Accounts,
the number of offers from the channel Any Channel over the
time period 30 days concerning offer/offer list Any Offer should
be between minimum 0 and maximum 2." This rule limits
the contacts in the optimized contact list so that the number of offers
for each customer who recently opened accounts is no more than two
over any 30-day period.
"For each customer in segment Any
Customer, the number of offers from the channel Email over
the time period 30 days concerning offer/offer list Any
Offer should be between minimum 0 and maximum 5."
This rule ensures that the number of email offers in the optimized
contact does not exceed five in any 30-day period for any customer.
"For
each customer in segment Any Customer, the number of offers
from the channel Direct Mail over the time period 30 days
concerning offer/offer list Gold Cards should be between minimum 0 and
maximum 3." This rule ensures that the number of gold card
mailings in the optimized contact list is limited to three for any
30-day period for any customer.
"For each customer in segment Any
Customer, the number of offers from the channel Direct Mail over
the time period 30 days concerning offer/offer list Offer
Version Expiration date = 1/30/07 should be between minimum 0 and
maximum 3." This rule ensures that the number of mailings for
any offer with an expiration date = 1/30/07 is limited to three in
any 30-day period for any customer.