ÃÛ¶¹ÊÓÆµ

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.

Architecture

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.

NOTE
This lesson is optional and only applies to Journey Optimizer users looking to use the Decision Management functionality to display offers in a mobile app.

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

TIP
If you have set up your environment already as part of the Setup A/B tests with Target lesson, you might already have performed some of the steps in this setup section.

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.

  1. In the Data Collection UI, select Datastreams, and select your datastream, for example Luma Mobile App.

  2. Select More for Experience Platform and select Edit Edit from the context menu.

  3. In the Datastreams > Folder > ÃÛ¶¹ÊÓÆµ Experience Platform screen, ensure Offer Decisioning, Edge Segmentation, and ÃÛ¶¹ÊÓÆµ Journey Optimizer are selected. If you will do the Target lesson, select Personalization Destinations, too. See ÃÛ¶¹ÊÓÆµ Experience Platform settings for more information.

  4. To save your datastream configuration, select Save .

    AEP datastream configuration

Install Journey Optimizer - Decisioning tags extension

  1. Navigate to Tags and find your mobile tag property and open the property.

  2. Select Extensions.

  3. Select Catalog.

  4. Search for the Offer Decisioning and Target extension.

  5. Install the extension. The extension does not require additional configuration.

    Add Offer Decisioning and Target extension

Update your schema

  1. Navigate to Data Collection interface and select Schemas from the left rail.
  2. Select Browse from the top bar.
  3. Select your schema to open it.
  4. In the schema editor, select Add Add next to Field groups.
  5. In the Add fields groups dialog, Search search for 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.
    Proposition
  6. Select Save to save the changes to your schema.

Validate setup in Assurance

To validate your setup in Assurance:

  1. Go to the Assurance UI.
  2. Select Configure in left rail and select Add next to Validate Setup underneath OFFER DECISIONING AND TARGET.
  3. Select Save.
  4. Select Validate Setup in the left rail. Both datastream setup and the SDK setup in your application are validated.
    AJO Decisioning validation

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:

  1. In the Journey Optimizer UI, select Components Components from DECISION MANAGEMENT in the left rail.

  2. Select Placements from the top bar.

  3. 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:

  1. Select Add Create placement.

    1. in the Details section, enter Mobile JSON as the Name, select Mobile from Channel type and JSON from Content type.
    2. Select Save to save the placement.

    Create placement

Create offers

  1. In the Journey Optimizer UI, select Offers Offers from DECISION MANAGEMENT in the left rail.

  2. In the Offers screen, select Browse to see the list of offers.

  3. Select Create offer.

  4. In the New offer dialog, select Personalized offer and click Next.

  5. In the Details step of Create new personalized offer:

    1. 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.
    2. Select Next.
      Offers - Details
  6. In the Add representations step of Create new personalized offer:

    1. Select Mobile Mobile from Channel list, and select Mobile JSON from the Placement list.

    2. Select Custom for Content.

    3. Select Add content. In the Add personalization dialog:

      1. In case a Mode selector is available, ensure it is set to JSON.

      2. 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"
        }
        
      3. Select Save.
        Offers - Custom content

    4. Select Next.
      Offer Representations

  7. In the Add constraints step of the Create new personalized offer:

    1. Set Priority to 10.
    2. Toggle Include capping off.
    3. Select Next.
      Offers - Constraints
  8. In the Review step of Create new personalized offer:

    1. Review the offer, then select Finish.
    2. In the Save offer dialog, select Save and approve.
  9. 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.

    1. In Journey Optimizer UI, select Offers Offers from the left rail, then select Offers from the top bar.

    2. Select the row of the offer that you created.

    3. In the right pane, select