To add or modify a treatment rule

Use the Add Rules on an interaction strategy tab to add or modify a treatment rule.

You must create smart segments and offers before you create treatment rules.

You must also be viewing an interactive strategy tab in edit mode. To enter edit mode, click the Edit Strategy icon on the interactive strategy tab.

You cannot edit a strategy if it is marked for deployment.

On an interaction strategy tab, click the Add Rules (

) icon.

The Add Rules panel is displayed.

As you drag an object from the Add Rules panel onto the table that defines the treatment rule, the color of the object you are dragging changes from red to green. Green indicates that you can drop the segment at the specific location on the list; red indicates that you cannot drop the segment at that location. See the descriptions for each object for an explanation of where you can drop objects on the treatment rule.

Add a segment to a rule by selecting a segment from the Available Segments tab of the Add Rules panel and dragging it to the rules table.

If you drag multiple segments to the rules table, multiple rules are created for you automatically.

You can drop segments only onto the Eligible Segments column. The order of the rules does not matter.

After you add a segment to the rule, you can click the following icons next to the segment name:

Use the Self-Learning Settings icon (

) to determine the learning model that applies to this segment in the treatment rule. By default, the learning model is inherited from each zone, but you can use this dialog to specify that the marketing scores or a custom learning model can be applied instead. See Working with learning models for details.

You can also view and change the Self-Learning settings by clicking the name of a segment and selecting Override Self-Learning for this Segment from the menu that is displayed.

If the View Report icon (

) is visible, you can view the Interactive Cell Performance by Offer report for this strategy.

To add zones to the treatment rule, click the Available Zones tab in the Add Rules panel.

The Available Zones tab that contains zones to which you can assign the offers in specific segments.

Add a zone to a rule by selecting one or more zones from the Available Zones tab of the Add Rules panel and dragging it to the rules table.

If you select multiple zones, each zone you drop into the table creates a unique treatment rule.

You can drop offers into the Eligible Zones column for a particular segment, or onto the segment itself to accomplish the same action. The order of the zones does not matter.

You can modify the zones in a segment at any point by clicking the name of the zone in the Eligible Zones column and selecting the check box next to each zone you want to include, or by selecting All Zones to modify the selected zone to encompass all zones. When you modify an All Zones entry to select individual zones, individual treatment rules are created automatically for the specific zones you selected.

To add offers to the treatment rule, click the Available Offers tab in the Add Rules panel.

The Available Offers tab that contains offers that you can recommend as part of this treatment rule is displayed.

Add an offer to a rule by selecting an offer from the Available Offers tab of the Add Rules panel and dragging it to the rules table.

You can also select multiple offers and drag them to the rules table.

You can drop offers into the Recommended Offers column for a particular zone, or onto the zone itself to accomplish the same action. The order of the rules does not matter; however, dragging to an offer already in the list inserts the rule below that offer.

You can add multiple offers to a treatment rule, and Interact duplicates the treatment rule for each offer automatically.

To modify the marketing score for a specific treatment rule, adjust the slider in the Marketers Score column.

To modify the marketing score for multiple treatment rules at once, select the check box next to each treatment rule you want to modify, then choose Edit Selected Rules > Advanced Options.

To add an advanced option to define rule eligibility or override the marketing score, click the advanced options icon (

), located to the right of the score slider, in a treatment rule, or select multiple zones whose advanced options you want to modify, then choose Edit Selected Rules > Advanced Options.

Use the slider to assign a marketing score to treatment rule.

Click the radio buttons next to Consider this rule eligible if the following expression is true or Use the following expression as the marketing score to see the options for defining advanced rule eligibility options. For information about defining advanced rules, see To add advanced options to a treatment rule.

To specify parameterized offers for a treatment rule, click the Parameterized Offer Attributes icon (

) in the Off Attr column, or select the check box next to one or more treatment rules and choose Edit Selected Rules > Parameterized Offers.

Use the dialog box that is displayed to specify the parameterized offer attribute names and values as described in To add parameterized offer attributes to a treatment rule.

10.

When you are done editing the interaction strategy tab, click Save and Exit to return to view-only mode, or click Save to save your changes and continue editing.

You can discard your changes and return to view-only mode by clicking Cancel at any time.

You receive a warning if you add the same offer to the same segment for the same zone, other than All Zones, to prevent duplication. You can choose to ignore this warning.

You can view segments and offers either in the tree view or list view. The tree view displays the segments or offers in the folder structure you create on the respective segment or offer page. The list view displays the segments or offers in alphabetical order by name. The Source Flowchart and Last Run columns are empty for all smart segments. You can also search for segments and offers by name, description, or code. The search for segments can display smart segments only.

You can view the Interactive Cell Performance by Offer report for a segment by clicking the View link under Performance Statistics. If you select offers that do not have Allow offers created from this template to be used in real-time interactions enabled, no data is collected for reporting.

To add advanced options to a treatment rule

To add parameterized offer attributes to a treatment rule

To enable and disable treatment rules

To delete treatment rules