Definitions for the Max # Duplicate Offers rule

Max # Duplicate Offers rule field definitions

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 duplicate 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. Contact Optimization 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 Contact Optimization 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.

should not exceed

Limits the maximum number of duplicate offers that can be sent to each customer to the value you enter. If you set this value to one, the customer receives at most two, that is one duplicate, of the same offer. Use zero to eliminate the possibility of duplicate offers.

“For each customer in segment Any Customer, the number of duplicate offers from the channel Any Channel over the time period 90 days concerning offer/offer list Brokerage Product = free consultation should not exceed 2.” This rule allows no more than three of the free consultation Brokerage Product offers (one original and two duplicates) to be in the optimized contact list for each customer in any 90-day period.