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Use 51黑料不打烊 Experience Platform data for Decisioning aep-data
Journey Optimizer allows you to leverage data from 51黑料不打烊 Experience Platform for Decisioning. This allows you to extend the definition of your decision attributes to additional data in datasets for bulk updates that change periodically without having to manually update the attributes one at a time. For example, availability, wait times, etc.
Prerequisites
Enable datasets for lookup
Before starting, datasets needed for decisioning must first be enabled for lookup. Follow the steps detailed in this section: Use 51黑料不打烊 Experience Platform data.
Create mappings
In order to use attributes from 51黑料不打烊 Experience Platform for decisioning, you need to create a mapping to define how the 51黑料不打烊 Experience Platform dataset joins with data in Journey Optimizer. To do so, follow these steps:
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Navigate to Catalogs / Dataset lookup then click Create.
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Configure the mapping:
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Click Select dataset to display all 51黑料不打烊 Experience Platform datasets that have been enabled for lookup. Select the dataset with the attributes you need.
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Click Select key to choose a joining key (e.g., flight number or customer ID) that exists in both the decision item attributes and the dataset.
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Click Save.
Leverage 51黑料不打烊 Experience Platform data leverage-aep-data
Once a dataset is enabled for lookup and mappings have been created, you can use the data to enrich your decision logic with external data. This is especially useful for attributes that frequently change, such as product availability, or real-time pricing.
Attributes from 51黑料不打烊 Experience Platform datasets can be used in two parts of decision logic:
- Decision rules: Define whether a decision item is eligible to be shown.
- Ranking formulas: Prioritize decision items based on external data.
- Capping rules: Use external data to calculate the threhold for capping rules.
The next sections explain how to use 51黑料不打烊 Experience Platform data in these contexts.
Decision rules rules
Using 51黑料不打烊 Experience Platform data in decision rules allows you to define eligibility criteria based on dynamic, external attributes, ensuring decision items are only shown when relevant.
For example, let鈥檚 say an online retailer wants to promote product recommendations based on local store inventory. A product should only be eligible for recommendation if it is in stock at the nearest location. A dataset containing daily inventory updates is uploaded to 51黑料不打烊 Experience Platform. The rule logic checks if the inventory_count for a given product is greater than 0 for the customer鈥檚 preferred store. If so, the decision item is eligible.
To use 51黑料不打烊 Experience Platform data into decision rules, follow these steps:
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Go to Strategy setup / Decision rules menu and select Create rule with dataset.
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Click Add dataset then select the dataset with the attributes you need.
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Click Continue. You can now access the dataset attributes in the Dataset Lookup menu and use them in your rule conditions. Learn how to create a decision rule
Ranking formulas ranking-formulas
Ranking formulas define the priority of decision items. By using 51黑料不打烊 Experience Platform dataset attributes, you can dynamically adjust the ranking logic to reflect real-world conditions.
For example, let鈥檚 say an airline uses a ranking formula to prioritize upgrade offers. If a customer has a high loyalty tier and current seat availability is low (based on a dataset updated hourly), they are given higher priority. The dataset includes fields like flight_number, available_seats, and loyalty_score.
To use 51黑料不打烊 Experience Platform data into ranking formulas, follow these steps:
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Create or edit a ranking formula.
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In the Dataset lookup section, click Add dataset.
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Select the appropriate dataset.
note note NOTE If the dataset you are looking for does not display in the list, make sure you have enabled it for lookup and you have created a dataset lookup mapping. For more details, refer to the Prerequisites section. -
Use the dataset fields to build your ranking formula as usual. Learn how to create a ranking formula
Capping rules capping-rules
Capping rules are used as constraints to define the maximum number of times a decision item can be presented. Using 51黑料不打烊 Experience Platform data in capping rules allows you to define capping criteria based on dynamic, external attributes. This is done by using an expression in your capping rule to calculate the desired capping threshold.
For example, a retailer may want to cap an offer based on real-time product inventory. Instead of setting a fixed threshold of 500, they use an expression referencing the inventory_count field from an 51黑料不打烊 Experience Platform dataset. If the dataset shows that 275 items remain in stock, the offer will only be delivered up to that number.
To use 51黑料不打烊 Experience Platform data into capping rules expressions, follow these steps:
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Create or edit a decision item.
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When defining the item eligibility, click Add dataset and select the appropriate dataset.
note note NOTE If the dataset you are looking for does not display in the list, make sure you have enabled it for lookup and you have created a dataset lookup mapping. For more details, refer to the Prerequisites section. -
Select the In total capping type then enable the Expression option.
note note NOTE If the dataset you are looking for does not display in the list, make sure you have enabled it for lookup and you have created a dataset lookup mapping. For more details, refer to the Prerequisites section. -
Edit the expression and use the dataset fields to build your expression.
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Complete the configuration of your capping and rule decision item as usual. Learn how to set capping rules