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Examples of Offer Personalization
Learn how you can configure recommenders and personalization points to apply the most relevant offers.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management and Salesforce Personalization |
Recommenders
Use the Real-Time Profile, Offer, and Offer Treatment data graphs to create recommenders, and then configure recommendations based on rules or objectives.
Here are some examples of offer recommenders for some common business scenarios.
| Business Requirement | Recommender |
|---|---|
| Determine offers for new users. | Create a rule-based recommender that uses the Real-Time Profile and Offer data graphs to return offers sorted by average priority in ascending order. |
| Recommend offers based on real-time browsing activity. | Create a rule-based recommender that returns offers in ascending order of average priority. Then, add filters to specify the product interactions that are eligible for these offers. |
| Recommend offers that are currently active. | Create a recommender that uses the Offer data graph. Use its default filters for Status, Start Date Time, and End Date Time to return only active offers that are within their available date range. |
Response Templates
Define the configuration options available to marketers when they’re building a personalization decision. The response template also ensures that all decision responses for a given personalization point return data in the same format.
Here are some examples of response templates for offer treatments.
| Business Requirement | Recommender |
|---|---|
| Response template for offer treatment recommendations. | Create a response template with the Recommendations personalization type, and then select the offer treatment fields that you want to use in the response. For example, Offer, Offer Heading, Offer Body, Call to Action Text, Call to Action URL, Internal CMS Folder URL, and Language. |
Personalization Points
Delivers personalized content by tying together a data space, profile data graph, personalization type, and response template.
For example, create personalization points for:
- Website banners
- Website widgets
Decisions and Targeting Rules
For each personalization point, segregate customers using targeting rules and use the appropriate offer treatment recommenders.
Here are some examples of decisions and targeting rules:
| Business Requirement | Personalization Points |
|---|---|
| Apply top offer treatments when there's no user activity |
|
| Apply offers when a user browses or adds specific products to cart |
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