- Setting up a Flex Offer

To set up a Flex Offer in an interactive channel, go to the "Add New Flex Offer" button to create a new flex offer. After providing a name for the flex offer and saving it, you must add offers into the rules using the "Add Rule" button. These offers are selected from the available offers in the interact system and then assigned to specific zones and sell codes. Additionally, filters can be added to the flex offer mapping to establish criteria for selecting offers based on their attributes. Filters can be previewed and multiple filters can be added according to specific requirements. The offer mapping is then marked for deployment to make it available for use from the APIs.

This end-to-end process starts with creating a new flex offer and progresses to mapping offers to rules, adding filters, and finally marking the offer mapping for deployment. The flexibility to customize and select specific offers and conditions provides a comprehensive and tailored approach to creating flex offers within an interactive channel.

- Adding Offers to Flex Software Rules

To add offers into the rules, start by using the "Add Rule" button. Then, select the available offers from your interactive system to add them into the rules. You can add multiple offers to a particular flex offer mapping. For example, you can select a welcome offer and two more offers, assigning zones for each of these rules. Zones can be selected for each of the three offers, and specific zones can also be chosen based on your requirements. Additionally, sell codes must be assigned for each offer. These can be default sell codes provided when adding an offer, or new or existing sell codes from the system. After saving the rules, the next step is to add a filter into the flex offer mapping. This filter serves as the criteria for selecting the offers based on offer attributes.

- Mapping Zones and Sell Codes

In the process of creating a flex offer end-to-end within an interactive channel, mapping zones and sell codes are critical steps. After adding multiple rules and assigning offers to each rule, the next stage involves mapping zones and sell codes. This signifies specifying the audience segmentation and the price of the offer.

Mapping zones allows the categorization of the target audience for each offer within the flex offer. The options include selecting all zones for all rules or choosing specific zones for individual rules, enabling targeted promotions to different customer segments. This segmentation ensures that the offers are strategically presented, maximizing their effectiveness.

The subsequent step involves assigning sell codes to each offer. The sell codes determine the pricing strategy for the offers within the flex offer. These codes can be default or newly assigned, providing flexibility in pricing tactics. This process ensures that the offers are priced according to the defined strategies and are correctly reflected across all channels where they are available. Overall, the mapping of zones and sell codes is pivotal in tailoring offers to specific customer segments and aligning them with the designated pricing strategy.

- Adding Filters to Flex Offer Mapping

After adding the offers into the rules, the next step is to add filters into the flex offer mapping. A filter is essentially a criterion for selecting offers based on an offer attribute. Filters can be added based on the specific needs and criteria required for the offer mapping. Multiple filters can be added to the offer mapping based on the specific criteria needed.

Each filter can be given a name, and the criteria for filtering the offers can be added. The user needs to select the offer conditions, such as offer name, start or contain a specific string, etc. After adding the filters, they can be previewed to ensure that they are showing the correct set of offers as per the defined criteria. Users have the flexibility to add as many filters as they need and can mark one of the filters as the default using the "set default" button. Once all the filters are added, the offer mapping is ready to be marked for deployment.

- Marking Offer Mapping for Deployment

Once the Flex Offer Mapping has been created, the next crucial step is to mark the offer mapping for deployment. By doing this, the offer mapping becomes available for deployment with the IC (Interaction Coordinator) into the runtime server. This step ensures that the configured flex offers can be effectively utilized within the system.

An important aspect during this process is copying the offer mapping table from the design-time system to the target runtime server group. This ensures that the offer mapping is seamlessly transferred and readily accessible within the runtime environment. It establishes a synchronized deployment of the offer mapping, allowing for a smooth transition from the design phase to the live, operational system.

Within the deployment interface, the user has the option to select the target server group for the offer mapping. This is a critical decision as it determines where the offer mapping will be deployed and made available for use. Once the selection is made and the offer mapping table is successfully created, the deployment process is essentially completed, making the flex offers ready for utilization through the deployed channels.

- Deploying an IC

After completing the offer mapping procedure, the next step is deploying an IC. Once the interactive channel is deployed, the flex offers become available for use from the APIs. To deploy an IC, the usual method is used, ensuring that the flex offers are accessible for integration into different systems or channels.

The deployment of flex offers through the IC enhances the versatility and accessibility of the offers. This seamless integration allows for the utilization of the flex offers, ensuring that they can be utilized across various channels and platforms. Additionally, deploying an IC makes the flex offers readily available, providing organizations with the opportunity to make the most of these offerings in their customer interactions.

By deploying an IC, companies can effectively leverage the flex offers and incorporate them into their customer engagement strategies. This deployment marks the transition of the flex offers from their design stage to becoming operational, allowing them to be utilized to enhance customer interactions and drive business outcomes.

Highlight

Today, I am going to show you how a flex offer is created end-to-end in an interactive channel. Let us click on the "Add New Flex Offer" button to create a new flex offer. It will take you to a pop-up window where there are three options. I'm selecting the third option to create the table from scratch. Give a name for this flex offer and click on save, it will take you to the listing page of flex software rules.

Now I am going to add offers into the rules using the "Add Rule" button. I am going to select the available offers from my interact system to add into the rules. Let us add a couple of offers into this particular flex offer mapping; for now, I am selecting all zones for all three roles. You can also select specific zones. Now you need to assign the sell codes for each of the offers. The default sell code comes when you add an offer, or you can select existing sell codes from the system. Let us save these three rules, and the next step is adding a filter into the flex offer mapping. A filter is a criteria for selecting the offers based on an offer attribute.

Let us close this window and create another filter. You can add as many filters as you wish based on the criteria which you want to use in that particular offer mapping. While running the start session and get offer APIs, you can use any of these filters, and if you don't pass any filter name, then it will select the default filter. That's why I have marked one of the filters as default using the "Set Default" button. Now I'm going to close this mapping, so the offer mapping is created.

The next step is to mark this offer mapping for deployment so that it is available to be deployed with the IC into the runtime server. There is an important step where you need to copy the offer mapping table from your design time system to the target runtime server group. I am now selecting the default server group as the target server group for my offer mapping. Click save, and the table is created successfully. I'm so the offer mapping procedure is now completed.

I am now going to deploy an IC using the usual method, and once the channel is deployed, the fits or the flex offers are available to be used from the APIs. This was all about the flex offer mapping functionality of Interact.

FAQ

Q: What is a flex offer in an interactive channel?

A: A flex offer in an interactive channel is a customizable and interactive offer that can be created and managed to cater to specific criteria and conditions.

Q: How is a flex offer created end-to-end in an interactive channel?

A: To create a flex offer end-to-end in an interactive channel, the process involves adding a new flex offer, creating rules for the offer, mapping offers to rules, adding filters based on criteria, and marking the offer mapping for deployment.

Q: What are the steps to create a flex offer?

A: The steps include creating a new flex offer, adding rules to the offer, mapping offers to rules, adding filters based on criteria, and marking the offer mapping for deployment.

Q: How are rules and offers mapped in the flex offer creation process?

A: Rules and offers are mapped by selecting available offers from the system and assigning them to specific rules within the flex offer.

Q: What is the purpose of adding filters in flex offer mapping?

A: Filters in flex offer mapping are used to define criteria for selecting offers based on specific offer attributes. These filters help in customizing and tailoring the offers to specific conditions and requirements.

Q: How is the deployment of a flex offer accomplished?

A: The deployment involves marking the offer mapping for deployment, copying the offer mapping table from the design time system to the target runtime server group, and deploying the interactive channel. Once deployed, the flex offers are available to be used from the APIs.

Conclusion

In conclusion, the process of creating a flex offer end-to-end in an interactive channel involves various steps. It begins with adding a new flex offer and then creating rules for the offers, including assigning zones and sell codes. Filters are also a crucial part of the process as they help in selecting offers based on specific criteria. Once the offer mapping is created, it needs to be marked for deployment to make it available for use. Overall, understanding the flex offer mapping functionality is essential for utilizing it effectively in the Interact system.