Adding advanced options to a treatment rule

Use the Edit interaction strategy tab icon on an interaction strategy tab to add advanced options to a treatment rule.

About this task

You can write an expression to define treatment rule eligibility or to override the marketing score.

Procedure

  1. If you are not already editing an interaction strategy tab, click the tab and click the Edit interaction strategy tab icon to enter edit mode.
    When you are in view-only mode, you can view, but not change, advanced options following the steps below.
  2. Select one or more treatment rules for which you want to add advanced options, then complete one of the following steps:
    1. Click the advanced options icon (Advanced options icon), located to the right of the score slider, in a treatment rule to add advanced options.
      Note:

      The Enabled, Marketers score, Advanced options, and Offer attributes (Parameterized Offer Attributes) columns and icons are not visible when the Add rules panel is visible. To see these columns when you are editing a rule, click the Close icon (Close icon).

    2. Select the name of one or more eligible zones, then click Edit selected rules > Advanced options.

    The Advanced Options panel is displayed. By default, Do not use advanced options is selected, indicating that the Marketing Score values should be used. However, you can override that setting by following the steps here.

  3. Select Consider this rule eligible if the following expression is true to create an eligibility rule or Use the following expression as the marketing score to override the marketing score.

    Select Do not use advanced options to disable the advanced options. This does not delete any expressions.

  4. Write your Expression.

    All available functions, variables, and operators are listed to assist you building your expression.

    You can click Check syntax to determine whether your expression is valid.

    Note: Check syntax uses your test run Interact runtime server for validation. Your test run runtime server must be running for check syntax to function.
  5. Click OK when you are finished editing the advanced options to close the dialog and save your changes.