Triggered Actions

You can use triggered actions to deliver offers to a different touchpoints than the one where the request was sent in Unica Interact. These offers are triggered by predefined user events and event patterns.

In Unica Interact, events are posted for an audience ID, which triggers a predefined notification rule. The rule results in a push of the selected offer to this audience ID in a different outbound channel (gateway groups). The inbound channel, which triggered this message does not receive the offers from Interact as the result of the triggered event post. However, the same offer may still be returned to the inbound channel as the result of getOffers or getOffersForMultipleInteractionPoints API calls.

There are two types of triggers or rule entry points that are used in the triggered actions process flow. If the entry point is an event pattern, the rule is processed when the condition is met. If the entry point is an event, the rule is processed when the event is posted.

Once a rule entry point is triggered, the eligibility conditions define rules for the particular audience ID. You can select an audience level eligibility and add conditions based on eligible segments, profile attributes, and session attributes.

From the Triggered action tab, you can set offer criteria. You can choose between automatically selecting the next best offer and selecting the best offer from a list of offers. If you choose Automatically select the next best offer, you can choose a zone for offer. If you choose all 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. If you choose Select the best offer from the list, you must add offers for Interact to choose from when the offer is triggered.

After you select the offers for your triggered actions, you can set the touchpoints for these offers. These touchpoints are predefined in Campaign | partitions | partition[n] | Interact | outboundChannels. You can also choose to send offers to the Customer preferred channel. You can add a delay factor for the touchpoint so that there is always delayed by this specified time from executive of the event or event pattern to the offer delivery.