Creating a triggered message to send offers to different channels

Use these steps to create a triggered message to send offers through channels that are different from the inbound channel.

Procedure

  1. From the Triggered messages tab in your interactive channel, click Add triggered message to create a triggered message.
  2. Click the Trigger icon in the flowchart to define triggers for your offer delivery. You can choose between two trigger types; event pattern and event. If you choose an event pattern trigger, the rule is processed when the event pattern condition is met. If you choose an event trigger, the rule is processed when the event is posted. For each trigger type, you must choose a trigger from the predefined list.
  3. Next, click the Eligibility icon to set eligibility conditions for your triggered messages. An eligibility condition determines what action is taken after the condition is met. The actions that are taken include which offer selection method is used and which channel is used for offer delivery. Each eligibility rule is evaluated to true or false. If you enter no eligibility conditions for a branch, the eligibility is always true.

    Choose an audience level for your eligibility condition.

    Click Add to add a condition. You can choose from eligible segments, profile attributes, and session attributes as your condition type. Eligible segments let you include any segments in your eligibility condition that are associated with this interactive channel and audience level, if specified. Profile attributes let you include any profile data in your eligibility condition. If an audience level is specified, all fields in the mapped base profile table are available. Otherwise, all fields in all mapped base profile tables are available. Session attributes let you enter any session parameter to pass into Unica Interact engine through startSession method. Then, choose a subject, operator, value, and an and/or condition.

    Note: When your condition type is string and the value is a string literal, you must use double quotation marks ("") around the text you enter for Value. If the value is a numeric or a variable, it should not be surrounded by double quotation marks. For example, if your Condition type is profile attributes and your Subject is COUNTRY, you could use USA for the Value.
    Note: Unica Interact does not currently support TABLE.DIMENSION_FIELD >/=/< SCALAR syntax. Unica Interact supports IN and NOT IN operators for dimension table fields. This syntax is not supported because the values in a dimension table field are usually a collection, and it would be misleading to automatically compare a collection of potentially different values to a single value.
    Note: You can unmap profile table from your interactive channel even if profile attributes are used in the triggered message eligibility rule.

    Click Apply when you are done.

    You can click the plus sign (+) above the Eligibility icon to add multiple eligibility conditions for different audience levels.

  4. Click the Offer icon to determine the settings for the offers that are sent to your customers. You can select Automatically select the next best offer or Select the best offer from the list.

    If you choose Automatically select the next best offer, you can choose a zone for an offer. Any zone applies to all zones as well as any specific zone assigned on the Summary tab. If you choose any zones, only strategic rules that apply to all zones are used. If you chose a specific zone, only the strategic rules that match that zone are used. Click Apply when you are done choosing your zone.

    If you choose Select the best offer from the list, click Add to create a list of offers for this triggered messages branch. For each offer, choose an offer name from the predefined offer list and set a marketer score for that offer. Click Apply when you are done creating your offer list.

  5. Click the Channel icon to set the channels for your offer delivery. Then, click Add to create a channel. Select a channel name from the predefined list. Channels are defined in Campaign | partitions | partition[n] | Interact | outboundChannels. You can also choose Customer preferred channel to send your offer through the channel that your customer has indicated as their favored channel. To use Customer preferred channel, you must add a column to your profile database table for with the preferred channel information for your customers. If you use Customer preferred channel for your channel, you must create a profileChannelAttribute parameter.

    You can add a fixed time delay for the offer delivery. If set, the delivery is always delayed by the determined time from the point of run time execution of this triggered message. If more than one channel is selected, the order of the channels in the list is the order that the channels are considered during execution.

    Click Apply when you are done creating your channels.

  6. Click Save after you entered your triggered messages branches.