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Use offers in a decision model

Abstract

How to configure a decision table output column to use offers from a knowledge source (Sitecore Personalize).

You can use the offers knowledge source to output offers in a decision table.

For example, a decision model variant with a Determine Best Theme Park decision table can call out to an offer knowledge source for a list of available offers. The output of the Determine Best Theme Park decision table can be derived from the offers contained in the offer knowledge source.

To use offers in a decision model:

  1. From the decision canvas, click and drag the Offers Knowledge Source from the palette to the decision canvas.

  2. From the decision canvas, click and drag the Decision Table component from the palette to the decision canvas.

  3. Holding your cursor down, drag the arrow from the Offers Knowledge Source to the Decision Table. A dashed line displays which is known as an Authority Requirement.

  4. Click the Edit icon next to the Decision Table component. The Decision Table tab displays.

  5. From the Hit Policy drop-down list, select the type of hit policy you want to apply. A hit policy determines how many rules can be simultaneously satisfied and which satisfied rules are included in the decision table result.

  6. Configure an input column to designate where to derive the input of the decision table. For example, use output from another decision or information from the guest data model. When you do this, you can either configure the input column to use an expression or configure the input column to use JavaScript if you want to use custom code.

  7. Configure an output column to determine the source of the offer that the decision table returns. Because the Offers Knowledge Source is connected to the decision table on the canvas, when you click Add Column, the Add Column window displays different fields for you to configure:

    • In the Name Column field, enter an intuitive name for the output column header, such as Theme Park Offers.

    • In the Create Output Reference field, enter a name for the output reference. This is required to save, although you probably will not pass the offer to another decision.

    • Select the Offer radio button

    • In the Choose Offer Template drop-down list, click the Offer Template you want to use. This is the offer template that is associated with the offers you want to include as output in the rules.

    addcolumn.png

    Note

    If the Add Column window does not look like this image, you have not connected the Offers Knowledge Source to the Decision Table component on the canvas.

  8. Click Add. You return to the Decision Table tab.

  9. Add business rules to the decision table to apply the logic that must be satisfied to return the offers.

    As you add outputs, a prepopulated list of offers displays for selection, as shown in the following image. The Offers that display depend on the chosen Offer Template.

    selectoffers_sc.png