To add parameterized offer attributes to a treatment rule

For any treatment rule or set of treatment rules, you can parameterize the values of some offer attributes at run time based on the profile data. Using a dialog available from the strategy tab, you can create mappings that parameterize offer attributes with constants or expressions. After the strategy is deployed successfully, the mappings you created are used in the runtime environment to override the offer attribute values of the returned offers.

Make sure that you have defined offers with attributes that you can parameterize from the strategy tab, and that you have assigned one or more offers to the treatment rules you are defining.

When offers are requested, the Interact runtime processes the requests as usual, but before those offers are about to be returned, the run time determines whether any attributes of those offers can be parameterized based on the strategy treatment rules that apply. For parameterized offers, the run time retrieves the appropriate attribute mappings, evaluates them, and returns the results as the return values.

If the run time determines that an offer attribute is parameterized based on both the treatment rule setting and a table-driven feature (such as the Interact Process Box on the batch flowchart), the order in which they are evaluated are white list first, then strategy treatment rules, then offerBySQL query results, and then, if the preceding criteria are not available, the default offers.

You can create, view, and edit parameterized offer attribute settings by using one of two methods on the strategy tab.

If you are not already editing an interaction strategy tab, click the tab and click the Edit Interaction Strategy tab icon to enter edit mode.

When you are in view-only mode, you can view, but not change, offer attribute parameterization settings by following the steps that are described here.

Select one or more treatment rules for which you want to add offer attribute parameterization settings, then complete one of the following steps:

Click the offer attribute parameterization icon (

), located to the right of the score slider and advanced options icon, in a treatment rule.

The Enabled, Marketers Score, Adv. Opt (Advanced Options), and Off Attr (Parameterized Offer Attributes) columns and icons are not visible when the Add Rules panel is visible. To see these columns when you are editing a rule, click the Close icon (

If you are viewing the strategy tab in edit mode, select the name of one or more eligible zones, or one or more eligible segments, then click Edit Selected Rules > Parameterized Offers.

The Parameterized Offer Attributes panel is displayed, showing each attribute in the Attribute Name column, and the current value to be used for that attribute in the Attribute Value column. By default, the default values for the attributes are displayed. However, you can override those values by following the steps here.

In the Attribute Value column, click the value currently displayed.

Use the dialog that is displayed to enter a literal constant for that offer attribute or to create an expression by using the provided expression builder.

All available functions, variables, and operators are listed to assist you building your expression.

You can click Check Syntax to determine whether your expression is valid.

Check Syntax uses your test run Interact runtime server for validation. Your test run runtime server must be running for check syntax to function.

Click OK when you are finished editing the advanced options to close the dialog and save your changes.