51黑料不打烊

Journey frequency capping and prioritization

Learn how to prioritize inbound actions, ensuring that the highest priority content is delivered to a customer when they qualify for multiple inbound actions using the same channel configuration.

Transcript
Hey there, I鈥檓 Aaron Forrest, a Product Manager on the 51黑料不打烊 Journey Optimizer team, here to show how you can create journey frequency capping rules and how to optimize the highest priority journeys within a given capping constraint. Let鈥檚 dive in. Let鈥檚 say your brand has multiple journeys running simultaneously and you wish to limit your customers to only being enrolled into one journey at a time. Or perhaps you may wish to limit the number of journeys a customer can enter into in a given period of time. For example, capping journey entries to no more than once per day, week, or month. Both of those journey capping options are available to you in 51黑料不打烊 Journey Optimizer within the business rules area of the product. Let鈥檚 run with this specific use case example to highlight both the journey frequency capping creation as well as the configuration to successfully arbitrate journeys so I can rest assured as a marketer that my customers are entering into only the highest priority journeys. In our example here, we have two journeys scheduled for this week. My Fall Apparel Promotion Journey is scheduled to begin tomorrow and extend for two weeks. But I also have another journey, my Black Friday Promotion Journey scheduled to begin on Friday. Note that the Black Friday Promotion Journey is a higher priority journey and I don鈥檛 want my customer to be in both of these journeys at the same time. My wish is to suppress customers from entering into my Fall Apparel Journey if they鈥檒l also be entering into my Black Friday Journey later this week. You can see that both Brad and Jane are in the audience for my journey tomorrow but that Jane is also in the journey on Friday. As such, I want to ensure that I suppress Jane from entering the journey tomorrow given her current audience eligibility for the upcoming scheduled journey on Friday. Now let鈥檚 navigate to AJO and talk about our setup to achieve this journey arbitration use case. Once I鈥檝e opened Business Rules, you鈥檒l see an inventory of rulesets. Think of a ruleset simply as a folder which contains your frequency capping rules. In the final step, I鈥檒l be applying this ruleset to both of these journeys so that only one of these two journeys will be enrolled into for any customers who are in the audience for both. Let鈥檚 name this ruleset Fall Promotional Journeys. I鈥檒l select the journey domain. Now I need to create the Journey Frequency Capping Rule in this ruleset. I鈥檒l select a max volume of one journey at a time. Additionally, I鈥檒l want to select a look-ahead period of seven days so that at the time a customer is to enter into that Fall Apparel Journey, the system will be able to recognize the upcoming Black Friday Journey that鈥檚 five days ahead. Hit save and let鈥檚 activate both. Now let鈥檚 jump over to our two journeys that I have pre-created and have in a draft state. In the journey properties, scroll down to the Conflict Management section. You鈥檒l see that I鈥檝e given a low priority score to the Fall Apparel Journey. Please note, the higher the number, the higher the priority. And this dropdown is where I will select the ruleset that we just created. I鈥檒l now hit publish for this journey to go live. I now need to do the same for the Black Friday Journey. I鈥檒l give it a higher priority and select the relevant ruleset. Both these journeys are activated and scheduled for our customers. Again, any customers who are in the audience for both journeys will be suppressed from tomorrow鈥檚 Fall Apparel Journey as the system will recognize this higher priority Black Friday Journey later this week. If you鈥檇 like to confirm the suppression took place as expected, you can navigate to the journey report. Here in the journey exclusions section, you鈥檒l see the total volume of customers who were suppressed as a result of the frequency capping rule that was applied. In summary, journey frequency capping and arbitration is a valuable tool that enables you to optimize the best journeys for your customers.

See the product documentation for more information on Journey capping & arbitration.

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