Create and display offers with Decision Management
Learn how to show offers from Journey Optimizer Decision Management in your mobile apps with Experience Platform Mobile SDK.
Journey Optimizer Decision Management helps you to deliver the best offer and experience to your customers across all touchpoints at the right time. Once designed, target your audience with personalized offers.
Decision management makes personalization easy with a central library of marketing offers and a decision engine that applies rules and constraints to rich, real-time profiles created by ÃÛ¶¹ÊÓÆµ Experience Platform. As a result, it enables you to send your customers the right offer at the right time. See About Decision Management for more information.
Prerequisites
- Successfully built and run app with SDKs installed and configured.
- Set up the app for ÃÛ¶¹ÊÓÆµ Experience Platform.
- Access to Journey Optimizer - Decision Management with the proper permissions to manage offers and decisions as described here.
Learning objectives
In this lesson, you will
- Update your Edge configuration for Decision Management.
- Update your tag property with the Offer Decisioning and Target extension.
- Update your schema to capture proposition events.
- Validate setup in Assurance.
- Create an offer decision, based on offers in Journey Optimizer - Decision Management.
- Update your app to register the Optimizer extension.
- Implement offers from Decision Management in your app.
Setup
Update datastream configuration
To ensure data sent from your mobile app to Platform Edge Network is forwarded to Journey Optimizer - Decision Management, update your datastream.
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In the Data Collection UI, select Datastreams, and select your datastream, for example Luma Mobile App.
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Select
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In the Datastreams >
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To save your datastream configuration, select Save .
Install Journey Optimizer - Decisioning tags extension
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Navigate to Tags and find your mobile tag property and open the property.
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Select Extensions.
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Select Catalog.
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Search for the Offer Decisioning and Target extension.
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Install the extension. The extension does not require additional configuration.
Update your schema
- Navigate to Data Collection interface and select Schemas from the left rail.
- Select Browse from the top bar.
- Select your schema to open it.
- In the schema editor, select
- In the Add fields groups dialog,
proposition
, select Experience Event - Proposition Interactions and select Add field groups. This field group collects the experience event data relevant to offers: what offer is presented, as part of which collection, decision, and other parameters (see later in this lesson). But also what is happening with the offer? Is it displayed, interacted with, dismissed, and so forth.
- Select Save to save the changes to your schema.
Validate setup in Assurance
To validate your setup in Assurance:
- Go to the Assurance UI.
- Select Configure in left rail and select
- Select Save.
- Select Validate Setup in the left rail. Both datastream setup and the SDK setup in your application are validated.
Create placement
Before you can actually create offers, you have to define how and where these offers can be placed in the mobile app. In Decision Management, you define placements for this purpose and you will define a placement for the mobile channel that supports a JSON payload:
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In the Journey Optimizer UI, select
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Select Placements from the top bar.
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If no placement with name Mobile JSON, Mobile as Channel type and JSON as Content type is listed, you must create a placement. Otherwise, continue to Create offers.
To create the Mobile JSON placement:
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Select
- in the Details section, enter
Mobile JSON
as the Name, select Mobile from Channel type and JSON from Content type. - Select Save to save the placement.
- in the Details section, enter
Create offers
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In the Journey Optimizer UI, select
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In the Offers screen, select Browse to see the list of offers.
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Select Create offer.
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In the New offer dialog, select Personalized offer and click Next.
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In the Details step of Create new personalized offer:
- Enter a Name for the offer, for example
Luma - Juno Jacket
, and enter a Start date and time and an End date and time. Outside of these dates, the offer won’t be selected by the Decisioning engine. - Select Next.
- Enter a Name for the offer, for example
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In the Add representations step of Create new personalized offer:
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Select
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Select Custom for Content.
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Select Add content. In the Add personalization dialog:
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In case a Mode selector is available, ensure it is set to JSON.
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Enter the following JSON:
code language-json { "title": "Juno Jacket", "text": "On colder-than-comfortable mornings, you'll love warming up in the Juno All-Ways Performance Jacket, designed to compete with wind and chill. Built-in Cocona™ technology aids evaporation, while a special zip placket and stand-up collar keep your neck protected.", "image": "https://luma.enablementadobe.com/content/dam/luma/en/products/women/tops/jackets/wj06-purple_main.jpg" }
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Select Save.
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Select Next.
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In the Add constraints step of the Create new personalized offer:
- Set Priority to
10
. - Toggle Include capping off.
- Select Next.
- Set Priority to
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In the Review step of Create new personalized offer:
- Review the offer, then select Finish.
- In the Save offer dialog, select Save and approve.
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Repeat steps 3 - 8 to create four more offers with different names and content. All other configuration values, for example Start date and time or Priority, are similar to the first offer you created. You can quickly create duplicate and edit offers.
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In Journey Optimizer UI, select
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Select the row of the offer that you created.
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In the right pane, select
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