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Defining customer engagement policies

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

Practice what you learned in the following Challenges:

Loading actions and treatments from file v7 Defining customer engagement policies v7

Available in the following mission:

Cross-Sell on the Web v7

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