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Enabling multiple audiences in decision strategies through the Embedded strategy shape

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Create complex strategies that target multiple types of audiences by adding and configuring the Embedded strategy shape on a Strategy rule form. The Embedded strategy shape simplifies the design of complex strategies because it enables offering services or communicating with various types of customers through substrategies that are embedded in the top-level strategy, without having to constantly switch between substrategies.

  1. In the navigation panel, click Records Decision Strategy .

  2. Open the Strategy rule that you want to edit by clicking it.

  3. On the Strategy tab of the Strategy rule that you selected, add an Embedded strategy shape by performing the following actions:

  4. To add an existing audience as a context for an embedded strategy, perform the following actions:

    1. Place your cursor on the strategy canvas.

    2. Right-click and select Sub Strategy Your audience's name .

    3. Configure your decision management framework for the audience that you added as context by adding shapes and connections within the Embedded strategy shape.

    4. Go to step 6.

  5. To configure a new audience as context for an embedded strategy, perform the following actions:

    1. Place your cursor on the strategy canvas.

    2. Right-click and select Sub Strategy Embedded .

    3. Click More Properties .

    4. Enter the shape's name and description.

    5. On the Inputs tab configure the following properties:

      • Iterate over – The property that the Embedded strategy shape iterates over. You can select a property of single page, page list, or page group. For example, .FamilyMembers.
      • and access the data for each entity within the selected property's name as – The alias name for each entity within the context. Use this name to reference the current audience context for each iteration. For example, FamilyMember.
      • using - The input configuration. You must configure the inputs for the Embedded strategy shape only when that shape has incoming records.
        • All inputs – Use every data page as input.
        • Inputs for alias name – Use as input only the data pages in which the values of the pySubjectID and pySubjectType properties match.
        • Inputs matched by custom conditions – Use as input only the data pages that match a filtering condition.
    6. On the Results tab, configure how to output the data from your context by selecting one of the following options:

      • All results – Use all outgoing records from the Context shape as output.
      • A result for each alias name – Use only one result for each unique subject ID.
      • Single, aggregated result – Use an aggregated result as an outcome of the Context shape.
      • Results using custom aggregation conditions – Use a custom aggregation method to output data from the Context shape.
    7. Configure your decision management framework for the audience that you added as context by adding shapes and connections within the Embedded strategy shape.

  6. Click Save to save the rule.

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