Field	Value
For each customer in segment	Any Customer specifies that Optimize consider customers in all segments. Segment limits the rule to customers in the segment you select.
that receives an offer from channel	Any Channel specifies that Optimize consider offers from all channels for this field. Channel name limits this field to offers from the channel you specify.
concerning offer/offer list	Any Offer specifies that Optimize consider all offers and offer lists for this field. Offer/offer list limits this field to the offer or offer list you select. Offer Versions limits the rule to offers containing the offer attribute value(s) you specify in the query builder, including parameterized offer attributes.
cannot receive an offer from channel	Any Channel specifies that Optimize consider offers from all channels for this field. Channel name limits this field to offers from the channel you specify.
within 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, if you create a rule that says a maximum of 3 offers can be sent to any customer in a 30-day period, Optimize will not allow any optimized offers (also considering offers already 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” and sets the minimum and maximum number of offers made over the entire time range for proposed contacts across all participating campaigns in this Optimize 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 specifies that Optimize consider all offers and offer lists for this field. Offer/offer list limits this field to the offer or offer list you select. Offer Versions limits this field to offers that contain the offer attribute(s) you specify in the query builder.

“For each customer in segment Wireless, that receives an offer from channel All Channels concerning offer/offer list New Phone Renewal cannot receive an offer from channel All Channels within the time period 90 days concerning offer/offer list Phone Plan Upgrade.” This rule removes any phone plan upgrade offer to a customer who received a new phone renewal offer in the previous 90 days from the optimized contact list.

“For each customer in segment All Segments, that receives an offer from channel All Channels concerning offer/offer list Interest Rate > 10% cannot receive an offer from channel All Channels within the time period 60 Days concerning offer/offer list Interest Rate < 5%.” This rule removes any less than 5% interest rate offers to a customer who received a greater than 10% interest rate offer in the previous 60 days from the optimized contact list.