FlexOffers

An interactive channel can be configured to have multiple FlexOffer mappings in it. FlexOffers provide a simpler way to assign offers directly to the matched targeted customers. FlexOffers mapping can be created from an already created table or by importing a CSV file containing the required mapping data or by creating new Rules table.

Each mapping can have multiple rules and filters. Each rule can be used to assign offers based on various custom attributes. These assignments can be further constrained by the zones and cells associated with the offer in the rule. Further, a rule can be set to have any number of custom attribute associated with it.

Each rule also has a marketing score. If a customer is applicable for more than one offer, the marketing score helps to determine the offer that the Interact application suggests. The marketing score can have a static value or a dynamic value defined as an expression of offer attributes. This expression is then used to calculate the marketing score by the Interact runtime.

Offer eligibility is used to determine whether the offer is eligible or not even if the rule is enabled. An offer is eligible if it falls in the effective period (between effective and expiration date) and/or an expression is evaluated true at runtime. When Interact presents an offer to end users, instead of taking offer attributes’ values from the offer, Interact has the capability to override offer attribute values, even with an expression calculated from profile data at Interact Run-time. Users can define Parametrized Offer Attributes for the offer in the FlexOffers rule. The offers the runtime environment suggests can be influenced by a learning module, an offer suppression list, and global and individual offer assignments.

Filters can be applied to the rules to get the required offers for the targeted customers. Each filter has conditions on the rule attributes. These conditions at runtime determine the set of offers shown to the customer. Any number of filters can be applied together on the rules to get the required offers.

For example, you can have multiple rules having different offers linked to attributes like location and total expense of a customer. You can create filters having conditions on these attributes. Depending on these conditions the offers are displayed for the customer at runtime.

The rules and filters are defined under the FlexOffers tab of an interactive channel.

Under the‘FlexOffers’ tab, you can create the mapping, copy to the required server group, create rules directly or import from a file, add new rules and criteria, edit or delete single or multiple rules and criteria, duplicate rules and create filters. For details, see the Interact User Guide.

FlexOffer mapping along with its rules and filters provide a solution to customize offers based on any number of custom attributes and retrieve these offers by applying different conditions on these attributes.

While retrieving offers from Interact runtime, the filters are applied as per below logic :

UACIEnableOfferMappingFilter: This parameter is defined along with the filter name at runtime during startSession or getOffers.The particular filter will be applied to get offers from FlexOffer mapping table.

UACIDisableOfferMappingFilter: This parameter is defined along with the filter name at runtime during startSession or getOffers.The particular filter will not be applied while getting offers from the table.

Apart from this, all the filters marked as default, if not disabled, will be applied to the table to get offers