Adding an action in Design Time UI
- On the Events page, click Add events or Add event patterns.
Add/Edit event or Add/Edit event pattern dialog is displayed.
- Click the Actions tab and click Add action.
Add/Edit action dialog is displayed.
Add/Edit action dialog for an event
Add/Edit action dialog for an event pattern
Common fields you use to define all types of actions
Interact supports eight different types of actions. There are common fields in Add/Edit action dialog that apply to all types of actions, and some fields that are only applicable to specific types of actions.
This table lists and describes common fields in the Add/Edit action dialog.
Common fields in the Add/Edit action dialog
Fields | Description |
Action tab | |
Action type |
Select one of the eight action types, which is invoked when an event occurs or when the conditions of an event pattern is met:
For the first four action types, an event or event pattern can have atmost one of each. For remaining four action types, an event or event pattern can have as many as actions of each type. |
Invoke action when pattern state |
Only applicable and visible to Event Patterns.
|
Check pattern state |
It is only applicable to Event Pattern and is visible when “Invoke action when pattern state not met” option is selected. Specify the following when pattern state is evaluated for in-activities:
|
Invoke action |
Specify when action is invoked:
|
Conditions tab | |
Parameter name | Specify name of Name/Value pair as condition if an action is invoked or not. The Name/Value pair can be passed into postEvent API in Unica runtime environment. |
Parameter value | Specify value of Name/Value pair as condition if an action is invoked or not. The Name/Value pair can be passed into postEvent API in Unica runtime environment. |
Fields you use to define Trigger user expression action
- Select an Audience level, the profile attributes will be updated for the selected audience level.
- Optional. Under Field name to assign the result of expression, specify the field name.
- Define an expression using functions, variables, operators and various
attributes by selecting them from the list at right, and click
Use.
- Click Check Syntax to check the syntax of the expression you have created.
- Click Clear to clear the expression.
Fields you use to define Trigger event action
- Select Create new events option to create new events and trigger
this action.
- Select the option Select from existing events to pick the existing
events to trigger this action. The events are grouped by their
interactive channel, with the interactive channels’ hierarchy from top
to bottom.
- Under Available events, select events and click >> button, the selected events is displayed in Selected events list.
Granular suppression
Earlier, when offers were suppressed, via offer suppression rules, event/pattern actions, or black list, it was suppressed globally. This used to create a limitation because there were cases where marketers wanted to suppress an offer in only one channel while keepoing it eligible in others. Some scenarios are as follows:
Scenario 1: An offer was presented to a customer multiple times, implying that the customer was not particularly interested in those offers. However, such offers have a high value to the merchant. Therefore, the marketer wants such offers to be suppressed in the mobile channel, as there was limited space on a mobile app, while still keeping it available on the web channels as there was space for more offers.
Scenario 2: Customers rejected offers from the merchant’s website but later decided that they wanted to take advantage of it. However, it was no longer available on the website. Customers may call the customer service to get back the offer. This creates a situation where offers were not available on one channel had to be available on another channel (call center channel).
With the introduction of granular suppression in 12.1.7, marketers will be able to fine tune the scope of an offer suppression and Qualifying Segments to specific interactive channels and even specific zones.
Fields you use to define Suppress offer action
- Select the Individual offer option to suppress a single
offer.
- Optional. In the Find/filter offers box, type to search offer by offer name.
- Select the offer and offer is displayed in the Selected offer box.
- Select the Offers with same attribute value option to suppress
all offers with same offer attribute value.In 12.1.7, we have introduced four built-in parameters which can be used for configuring the "Suppress Offer" action for an event or event pattern. The parameters are:
Table 1. Parameter Description UACIPOST_ActionForChannel
A pipe delimited list of the names of interactive channels that will be suppressed. UACIPOST_ActionExceptChannel
A pipe delimited list of the names of interactive channels that will not be suppressed. UACIPOST_ActionForZone
A pipe delimited list of the names of zones that will be suppressed. Suppressed zones only apply to the concerned channel. UACIPOST_ActionExceptZone
A pipe delimited list of the names of zones that will not be suppressed. Not suppressed zones only apply to the concerned channel. For all the parameters, use the prefix
_@_
(underscore)to denote the interactive channel in which the action is triggered.If you do not set a value for any of the parameters, it is deemed as invalid and that parameter is ignored.
If you do not configure any of the parameters, the offers are suppressed globally.
For
UACIPOST_ActionExceptZone
andUACIPOST_ActionForZone
to work, pass the parameterUACIZoneName
as an API parameter when invokingpostEvent
with the event that triggers the event pattern.- Optional. In the Find/filter attributes box, type to search offer attribute by name.
- Select an attribute. It is displayed in the Selected attribute box.
- Provide value of the attribute.
Fields you use to define Qualify segment action
Define segment to enable in the section of Select segment to enable.
- Select an audience level from Audience level list, the segment will be loaded for selected audience level.
- Optional.In the Find/filter segments box, type to search by segment name.
- Select a segment and the segment is displayed in the Selected segment box.
Parameter | Description |
---|---|
UACIPOST_ActionForChannel |
A pipe delimited list of the names of interactive channels that will be suppressed. |
UACIPOST_ActionExceptChannel |
A pipe delimited list of the names of interactive channels that will not be suppressed. |
UACIPOST_ActionForZone |
A pipe delimited list of the names of zones that will be suppressed. Suppressed zones only apply to the concerned channel. |
UACIPOST_ActionExceptZone |
A pipe delimited list of the names of zones that will not be suppressed. Not suppressed zones only apply to the concerned channel. |
For all the parameters, use the prefix _@_
(underscore)to denote the interactive channel in which the action is
triggered.
If you do not set a value for any of the parameters, it is deemed as invalid and that parameter is ignored.
If you do not configure any of the parameters, the offers are suppressed globally.
For
UACIPOST_ActionExceptZone
and
UACIPOST_ActionForZone
to work, pass the parameter
UACIZoneName
as an API parameter when invoking
postEvent
with the event that triggers the event
pattern.