You are here:
Strategy Builder Limit Reoffers Element
Determine how often a user sees the same recommendation. You can decide how many times the user must react to a recommendation and how many days to wait before displaying the recommendation again.
Required Editions
| View supported editions for Next Best Action. |
| User Permissions Needed | |
|---|---|
| To view a recommendation strategy with a Limit Reoffers element on a Lightning record page: | Run Flows |
| Field | Description |
|---|---|
| Label | The name of the element as it appears on the canvas. |
| API Name | The API name of the element. The API name must be unique. |
| Description | Optional description of the element and how it works within the strategy. |
| User Reaction | Choose a user reaction to base your limits on. For example, if you select User Rejects the Recommendation, your element only limits repeat offers after the recommendation is rejected. |
| Number of Reactions | Choose how many times you want the user to react before the recommendation is limited. |
| Time Period in Days | Choose how many days the system waits after the user has reacted the specified number of times before a repeat offer is shown to the same user. Time Period in Days is based on days, not hours. If the time period is set to 1, and the user accepts the recommendation at any time on Monday, the offer doesn’t display again until the start of Wednesday. So a one-day time period could be as few as 25 hours in duration or as many as 48 hours. |
Example Let’s say you have a renewal offer that you want to surface at most one time per year. If
a user has already accepted the offer and filled out the renewal, you don’t want to show the same
offer again. For this example, for User Reaction, select User Accepts the
Recommendation. For Number of Reactions, select 1, and set
the time period for 365 days for an annual renewal.
Did this article solve your issue?
Let us know so we can improve!
