Data 360 · Personalization51 tasks
Configure Real-Time Offer Management
Stand up real-time offer decisioning in Data 360: offers and treatments, the segments and identity resolution behind them, and a decisions API that returns personalized offers.
Method
How MeshMesh does it
- Plans the build in phases for a customer campaign, then works through each phase.
- Creates offers and multi-channel treatments through the Salesforce UI, sets audience targeting such as cart abandoners, and fixes older treatments that have data quality problems.
- Works around failed queries caused by non-standard field names and duplicate channel records.
- Generates branded images and deploys them as static resources. It moves HTML content from
OfferBodytoTreatmentOutputand sets the output format to HTML on the treatment records. Offers are left in Draft, ready for activation. - Calls the Personalization Decisions API. When results come back empty, it refreshes the Data Graphs and checks the recommender rule conditions.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1PersonalizationData 36035 tasks
Personalization