Definitions for Rule Exceptions
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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 does not allow any optimized offers (also considering offers already given in contact history) to exceed 3 in any 30-day window. This "sliding" or "rolling" window interpretation of the time period allows you to truly control your offer presentation strategy.
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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.
You may rarely select 0 for the time period because Optimize session time periods are often much greater than the exception.
Select the start and end date for this exception. For a single day, select the same start and end date, for example Jan 1, 2011-Jan 1, 2011. Select this exception should reoccur every year for these dates if appropriate. For example, if you have less staffing on New Year’s Day every year, select this check box. This checkbox only works for the dates specified (such as January 1), not specific days (such as the third Thursday of November; in this case, you need to set the appropriate dates every year).
Example 12. Examples of Rule Exceptions

In a Min/Max # Offers rule for a telemarketing operation, you may want to increase the number of phone calls made per week during the winter holiday season.

Parent Rule: "The number of offers from channel Telemarketing over the time period 7 day concerning offer/offer list Any Offer should be between minimum 0 and maximum 2,000."

Rule Exception: “Over the time period 7 for multiple days starting December 1, 2011 AND ending December 24, 2011 should be between minimum 1500 and maximum 3500.” This rule increases the number of calls made between December 1st and December 24th. This exception should reoccur every year for these dates is selected because the start date will not change every year.

In a Min/Max # Offers rule for an email marketing campaign, you may want to decrease the number of emails sent immediately after the winter holiday season.

Parent Rule: "The number of offers from channel email over the time period 30 day concerning offer/offer list Any Offer should be between minimum 0 and maximum 30."

Rule Exception: “Over the time period 30 for multiple days starting January 1, 2011 AND ending January 31, 2011 should be between minimum 0 and maximum 15.” This rule decreases the number of emails sent during the month of January to decrease contact fatigue after the holiday season. This exception should reoccur every year for these dates is selected because the start date will not change every year.