Making properties available for use in an engagement policy
Engagement policies use properties, strategies, or When rules as conditions which are evaluated to determine whether a customer should receive a particular offer. To make a property, strategy, or When rule available for use as an engagement condition, define it as a relevant record for your primary context class, which by default is your Customer class.
- Log in to Dev Studio as a user with the <your application>:MarketAdmins access group.
- Click Configure > Application > Inventory > Relevant Records.
- In the Class name field, enter the name of your primary context class, as shown in the following figure:
- Click Add records.
- Select a property, strategy, or When rule, as shown in the following figure:
- Click Submit.
The property, strategy, or When rule is now available for selection when creating engagement policies.