Definitions for the Min/Max # Offers For Each Customer rule

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 definitions
A 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. Unica Optimize 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 Unica Optimize 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. A checkbox For Every value of, can be selected in conjunction with Offer versions radio button. When checked, it indicates that all values of the selected offer attribute would be used by the rule. When the checkbox is checked, user will be allowed to select only one offer attribute from the query builder.
should be between	minimum allows you to specify the minimum number of offers that you want to send. Unica Optimize 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.

"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, For Every value Of Cost Per Offer should be between minimum 0 and maximum 3." This rule ensures that the number of mailings for any offer with the same value of Cost Per Offer is limited to three in any 30-day period for any customer.