Create smart strategies

To create a smart strategy, complete the following steps. Use the Strategy tab under the Interactive Channel screen.

  1. Under All Interactive Channels, click the Strategy tab.
  2. Click Add Strategy.

  3. In the Add Strategy box, complete the following substeps. The screen for creating smart rules displays.
    1. Under Name, provide a Strategy name.
    2. Optional. Under Description, provide an appropriate description.
    3. Select the associated campaign. Associating a aampaign with a strategy can be made as optional or required, depending on the following setting in Configuration. This setting applies to the entire Interact application.
      Note: If a campaign is required, you can configure through the setting Affinium|Campaign|partitions|partition1|Interact|offerArbitration.isCampaignRequiredForStrategy

Once strategy object is created, you can directly add rules in the strategy.

Rules in Strategy tab have View mode and Edit mode. In View mode, you can search rules, sort on columns or group by Segment, Zone, Offer or Group. In Edit mode, you can add, delete, and edit rules. All changes are cached at client side, until you click Save or Save and Exit. This results in saving the changes to the database level.

In Edit mode, the Rule table has two panes, New rules pane on top, where you can add numbers of new rules and Existing rules pane below where you can edit or and copy from existing rules.

You can add the new rules by using the following options.
  • Click Select or drag segment or Select or drag zone or Select or drag offer of existing top row to select segment, zone or offer from its drop-down list. Click Add Row to add more rows.
  • Select one or multiple Segments, Zones, Offer items from its tree at left panel and drag and drop to New rules pane area..

You can create new zones and their enclosing interaction points right here without leaving the Strategy tab.
  • Click Add Zone button.

If you require multiple new rules for different zones, while keeping everything else the same, click Copy to Zones and select the target zones. The following screen circled in green is the source, while the screens circled in red are the generated copies.

The same functionality is also supported for segments and offers.

You can edit offer scores, eligibilities, learning setting, and their corresponding groups using “Advanced Options”, which is available for individual rule by hovering the cursor to the right end of that row. For multiple rules, select the boxes to the left of all the applicable rules.

The following screen displays. It includes the fields categorized in multiple tabs. After completing all required changes, click Apply Changes to save the changes on the client side.

The following sections provide details on the different tabs available here.

General

Under General tab, the following fields are available.

  • Rule Name: The name of the rule. It is optional. The default is rule_<ruleId> generated by server. Its length cannot be more than 64 characters.
  • Cell Code: The code of the target cell this rule is associated to. An existing cell can be selected or a new cell can be created.
  • Suppression Count: The maximum number of offers, which are returned to the client when getOffers request is invoked. The offer in this rule has the highest score in all eligible offers.
  • Set rule to highest priority: A flag to indicate the offer in this rule is returned first to the client, when getOffers request is invoked, regardless of its score. However, when two or more eligible offers have this flag set, they are prioritized based on their scores.

Offer score

Under Offer Score tab, the following fields are available.

  • Set Score: The marketer score in the range of 1 to 100.
  • Use Expression: The score of this offer is calculated at run time using the given expression, which generates a numeric value. The expression can be constructed using any of the macros and/or operators listed on the left panel on top of profile attributes, offer attributes, and real-time attributes, which are also listed in the left panel.

    Click Validate syntax to check the expression’s syntactic validity.

Eligiblity

Under the Eligiblity tab, the following fields are available.

  • Eligibility in time: The range of time this rule is effective. When left blank for “Effective Date”, this rule is effective immediately. When left blank for “Expiration Date”, this rule is effective as long as this rule is in place. A past date cannot be set as the expiration date.
  • Eligible if following conditions are met: The eligibility of this offer is calculated at run time using the given expression, which has to generate a boolean value. The expression can be constructed using any of the macros and/or operators listed on the left panel on top of profile attributes, offer attributes, and real-time attributes, which are also listed in the left panel.. Click Validate syntax to check the expression’s syntactic validity.

Offer attributes

Under Offer Attributes tab, all the parameterizable attributes of the offer in this rule are listed. By clicking an individual value, it can be parameterized in next window.

The parameterized value can be either a constant or an expression. If it is an expression, it has to generate a value that has the same type as defined in the offer. The expression can be constructed using any of the macros and/or operators listed on the left panel on top of profile attributes, offer attributes, and real-time attributes, which are also listed in the left panel. Click Validate syntax to check the expression’s syntactic validity. After the value is edited, click Apply to save changes. Click Reset to default to reset the value to the one defined in the offer.

Learning

Under Learning Mode tab, the following fields are available. On this tab, the learning mode is set.

  • Inherit from zone: The learning setting in the applicable zone, corresponding to the interaction point in the getOffers request, is used.
  • No learning: market score is used.
  • Custom Learning Model: If built-in learning is enabled globally, self-learning with the specified learning model is used. A learning model defined in this interactive channel can be selected from the drop-down list.

Rule group

On this tab, this rule can be added into zero, one, or more rule groups. You can select a rule group by checking the box to the left of its name. Click Add New Group to create a new rule group. Rule groups are used solely for organizing rules, with no extra functionality.

You can copy or delete a rule by hovering the cursor on the vertical ellipsis to the right of the source rule row and then click the Copy/Delete icon.

To save the changes, you must either click the “Save” or “Save and Exit” button on the upper right corner.