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Defining customer engagement policies

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Engagement policies are the set of conditions such as eligibility, applicability, and suitability that qualify an offer or a group of offers for a customer. As a result of engagement rules, customers will see only those offers that the organization believes they should be exposed to.

After completing this module, you should be able to:

Define engagement policy conditions in Next-Best-Action Designer at the action group level
Define engagement policy conditions at the action level
Differentiate between eligibility, applicability, and suitability conditions
Conduct persona test for customer personas with specific characteristics to evaluate the next-best-action strategy results

Practice what you learned in the following Challenges:

Loading actions and treatments from file v5 Defining customer engagement policies v5 Creating persona test cases v4

Available in the following mission:

Cross-Sell on the Web v5

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