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Any Channel applies to offers regardless of delivery channel.
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Channel name narrows the rule to those offers on the channel you specify only.
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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, 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.
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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.
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Offer/offer list narrows the rule to the specific offer or offer list you select.
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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.
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minimum allows you to specify the minimum number of offers you want to be sent. Contact Optimization optimizes offers so that at least this number of offers are given out, if possible, given the constraints.
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maximum allows you to specify the maximum number of offers you want to be sent. This number is the maximum number of this type of specific offer/channel or offer list/channel combination that Contact Optimization allows within the specified time period.
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Rule Exceptions are saved in a separate dialog. If you click Save in the Add Rule Exception dialog, those changes are saved to the rule, regardless of your save actions on the rule page.
"The number of offers from channel Telemarketing over the time period
1 day concerning offer/offer list
Any Offer should be between
minimum 0 and maximum 3,000.” This rule limits the number of telemarketing calls in the optimized contact list to 3,000 per day.
“The total number of offers from channel Any Channel over the time period
30 days concerning offer/offer list
Platinum Cards should be between
minimum 0 maximum 50,000.” This rule limits the number of platinum card offers in the optimized contact list to 50,000 over each rolling 30-day period.
“The total number of offers from channel Telemarketing over the time period
7 days concerning offer/offer list
Platinum Cards should be between
minimum 5000 maximum 15000.” This rule causes
Contact Optimization to include at least 5000 platinum card telemarketing calls and no more than 15,000 in the optimized contacts list over each rolling 7-day period.
"The total number of offers from channel Any Channel over the time period
30 days concerning offer/offer list
Offer version: All discount = 6 should be between
minimum 0 maximum 2000." This rule limits the number of offers where the offer parameter discount equals 6. Offers where the offer parameter discount does not equal 6 are unlimited.
"The total number of offers from channel Any Channel over the time period
30 days concerning offer/offer list
Offer versions: Any
should be between minimum 0 maximum 600." This rule limits the number of offers where the offer parameter Shipping method equals First Class Delivery or
Express Delivery. Other shipping methods such as Evening Delivery or Expedited Delivery are unlimited.