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Use the Details tab to:
Review Offer performance and predictors
The side bar on the right side of the Details tab displays information pertaining to the performance of the Offer. In addition to the Offer image, the side bar contains the Performance and Key Predictors sections.
This section provides an overview of how the Offer is performing across the following three metrics:
This section provides information on Adaptive Models that include this Offer. Each model is listed separately and the first model is expanded by default. The information presented for each model provides a quick profile of a customer that is likely to respond to this Offer.
The following information is presented for each model:
Specify various Offer details
Use the various input sections in the Details tab to specify pertinent information about your Offer. These details can be used in Strategies for making decisions. They can also be included in treatments.
Each of the input fields listed in the following sections is part of the proposition associated with the Offer. To utilize a particular field in a different part of the application, reference the associated property under the .OfferData page.
This section includes the following input fields:
Input
|
OfferData
|
Description / Purpose |
| Key code | KeyCode
|
Marketing identifier for this Offer. You can output this value in your treatments and/or use it internally to track Offer performance. |
| Variant | Variant
|
Variation in a set of offers (e.g. size, color, etc.). This property is used in Offer bundling for Advisor. Variants for the same Offer will be grouped and selectable during bundling. |
| Category | Category
|
Classification of the Offer. This property is used in the Advisor Negotiation use case. |
| Description | ShortDescription
|
Brief description of the Offer. This property is used in the Advisor Assessment and Negotiation use cases. |
| Benefits | Benefits
|
Benefits associated with the Offer |
| Image URL | ImageURL
|
Use this field to provide a link to an image to display for this Offer when it is rendered as part of a Real-Time Container. |
| Click through URL | ClickThroughURL
|
Use this field to provide a link to a web page or a file that provides more details on this Offer. When this Offer is included in a Real-Time Container, clicking this Offer in the Container will re-direct to the URL specified in this field. For proper re-direction, this URL should begin with the protocol prefix - such as http:// or https://. |
| Offer image | pyImage
|
Use this field to reference an image (Binary File rule) which represents this Offer. This image displays in the details side bar, in the Offers landing page, and when the Offer is referenced in Outbound Campaigns (in the Offer card and the Add Offer configuration window). |
| Starting Evidence | StartingEvidence
|
Number of Offer responses required before a model is reliable. This field is used in conjunction with Starting Propensity in the adaptive model propensity smoothing formula. |
| Starting Propensity | StartingPropensity
|
Default propensity for the Offer before the model is reliable. This field is used in conjunction with Starting Evidence in the adaptive model propensity smoothing formula. |
This section includes the following input fields:
Input Field |
OfferData Property |
Description / Purpose |
| Start Date | StartDate
|
Date the Offer becomes active |
| End Date | EndDate
|
Date the Offer is no longer valid |
| Relevant description | WhyRelevant
|
Description of the circumstances under which this Offer is relevant for a customer |
| Eligibility description | EligibilityDescription
|
Description of the circumstances under which this Offer is eligible for a customer |
This section includes the following input fields:
Input
|
OfferData
|
Description / Purpose |
| Original cost | OfferValue
|
MSRP or the full cost of this Offer |
| Marketing cost | BudgetedCost
|
Costs associated with the marketing of this Offer |
| Internal cost | InternalCost
|
Costs to the organization when a customer accepts this Offer. This amount is reflected in the Retention Negotiation budget. |
| Customer cost | Cost
|
Actual cost to the customer for this Offer |
| Agent compensation | AgentCompensation
|
Compensation amount for the agent if a customer accepts this Offer |
| Price description | Pricing
|
Description of the customer cost of this Offer (e.g. $45 per month) |
This section includes the following input fields:
Input
|
OfferData
|
Description / Purpose |
| Expected response rate | ExpectedResponseRate
|
Expected rate of customer response to this Offer |
| Expected revenue | Expected revenue
|
Expected earnings from this Offer |
This section displays attributes pertaining to the bundle settings for this Offer.
If this Offer is part of an Offer bundle, enter the bundle name.
Also, select between the following bundle parent settings:
Not an offer bundle parent - Select this option if this Offer is not the parent of the Offer bundle.Yes, this is an offer bundle parent - Select this option if this Offer is the bundle parent. Additionally, also select one of the following options for the bundle type:
Fixed BundleFlexible BundleGrouped Offers
Refer to the Offer Bundles chapter in the user guide for an in-depth explanation of configuring Offer bundles.
This feature is only available if your application includes Field Marketing.This section displays configuration options for using this Offer as a Campaign Template in Field Marketing Campaigns. Refer to the Field Marketing User Guide for more details on Field Marketing Campaigns.
Enable the This offer may be used in the creation of a Campaign check box to make this Offer available for use by Field Marketing Campaigns.
Enable the Campaigns based on this Offer must be submitted for approval check box to require Field Marketing Campaigns, that use this Offer, to go through the approval process before they can be launched.
Use the from and to date/time fields to specify start and/or end restrictions on the time period when this Offer can be used in Field Marketing Campaigns.
Optionally, specify a Segment in the Segment Rule field to filter the Field Marketer's contact list (for Field Marketing Campaigns that reference this Offer) to only those contacts that are present in the specified Segment. When a Segment rule is specified, each time the Field Marketer edits the contacts for a Campaign, the "Available Contacts" and "Selected Contacts" lists are filtered based on the current membership of the specified Segment rule. Any contacts that were previously in either of these lists but are no longer a part of the specified Segment will be removed from the corresponding list(s).
If authorized, enable the Ignore global exclusion list check box to have Field Marketing Campaigns that utilize this Offer ignore the global exclusion list.
This section displays any custom attributes (if configured). The following sets of attributes display in this section:
Refer to the Creating a New Attribute section of the Offers chapter in the user guide for details on creating custom attributes. Once you've created a new attribute, it should display in this section for all Offers that share the scope of the attribute.
If your Offer belongs to a versioned Group, you can customize the display of attributes. In such a case, this section will utilize the customized form for specification of custom attributes. Refer to the Customizing the Decision Data rule form Pega 7 Help topic
for more details.
 | Field Marketing User Guide Offers chapter in Pega Marketing User Guide Offer Bundles chapter in Pega Marketing User Guide Customizing the Decision Data rule form Pega 7 Help topic About Real-Time Containers About Outbound Campaigns About Segments |
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