Req. giving the offer to the customer, we are checking weather the customer is offered before any offer. If we offered ‘OfferA’ for the customer previously, we need to offer same offer for the same customer now
1. I have created strategy, in that strategy added IHSummary shape and after IHSummary shape added filter condition as pyName="OfferA" and added set-property shape, setting IHFlag(Property created in Data-pxStrategyResult class ) value as 'IH Found'
2. The above strategy made it as Relevant record
3. called strategy in OfferA action -->engagement policy -->Eligibility
After executing the campaign, IHFlag property and value is not displaying in Batch execution report.
Screen shots are attached.
Kindly advise, how to display IHFlag property and value in Batch execution report.
A strategy executed as part of an Engagement policy (Eligibility) condition will NOT set any SR properties. This strategy will only result in a TRUE/FALSE depending on if that strategy returns results or not. Your logic should work, referencing IH Summary to check if action was presented previously, but you can't set a property here. If you want to set a custom property, you'll need to use an extension point in the strategy framework, either the Group level extension strategy or the pre/post strategy processing.
So the requirement is to select the same offer which was sent earlier? i.e re-offer to the customer if the offer is not accepted in last attempt and similar policies.
In the eligibility rule are you checking for the full result from the strategy or individual components for the corresponding offers? Example: Rule mapping for OfferA checks for OfferA filter in your strategy. If you do that the customer will get the OfferA only if they already have received the OfferA.
I still couldn't understand the need for a flag to IH..if you could elaborate the requirement for flag.
In the selection if a customer is getting OfferA that itself means that the same customer had received that offer earlier.
Note: The IH summary works on last X days, if you need to think how many days you need to go back to check for the previous selection.
If there are no explicit requirements apart from just re-sending the same offer again without any other checks, you can think of adding another send shape in your Action Flow. Example: Send OfferA- wait for x days and no response then send it again.Check this option as well.