Basic Interact 1

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TABLE OF CONTENTS
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Course Overview
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I Course Description.
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Q I General Course Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . __L_L
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Unit 1: Introduction to IBM Interact
Q Lesson 1.1: Introduction to IBM Interact

I Example: Interact Demonstration ofthe IBM Demo Website . . . . . . . . . . . . -li
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1-13
I Interact Development Phases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1-15
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I IBM Interact Key Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Unit 2: Interactive Channels

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Lesson 2.1: Interactive Channels
I Interactive Channels. . . . . . . . . . . . . . . . .. 2-3
\ I Marketing Data... . . &§
I Example: Create an Interactive Channel for My Web Site . . . . . . . . . . . . . . -A-B.
I Exercise: Create an Interactive Channel for My Big Bank Web Site . . . . . . 2-16
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Unit 3: Interaction Points
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Lesson 3.1: Introduction
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Lesson 3.2: Interaction Points
I Example: Create Interaction Points for My Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..§;_5
\ I Exercise: Create Interaction Points for My Big Bank Web Site . . . . . . . . . . . 3-12
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Lesson 3.3: Zones
3-16
I Example: Create Zones for My Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . .
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I Exercise: Create Zones for My Big Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . Q-26
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Unit 4: Events and Event Patterns
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‘\ Lesson 4.2: Events
I Example: Create an Event for My_Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4-7
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I Exercise: Create an Event for My Big Bank . . . . . . . . . . . . . . . . . . . . . . . . . 41
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Lesson 4.3: Event Patterns
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Course materials may not be reproduced in whole or in part
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Building and Deploying Interactive Campaigns QLE4
I Example: Create Event Patterns for the Valentine Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . - i

Lesson 4.4: Categories
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I Example: _Create a CaI_6:Q_ory for My Big_Bank . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Unit 5: Interactive Flowcharts tn

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Lesson 5.2: Interactive Flowcharts
I Flowchart Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Q
I Example: Create a Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

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Lesson 5.3: Profile and Session Data

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I I Profile and Session Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Lesson 5.4: Interaction Process
I Example: Configure an-Interaction Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21 Q
Lesson 5.5: Decision Process Q
I Example: Configure a Decision Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. g

Lesson 5.6: Populate Seg Process
I Example: Configure a Populate Seg Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-35
Lesson 5.7: Select Process
I Example: Configure a Select Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-41
Lesson 5.8: Sample Process
I Example: Configure a Sample Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . “fl
Lesson 5.9: Test Run Flowcharts
I Example: Test Run a Flowchart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i5_6
Lesson 5.10: Exercise: Create an Interactive Flowchart for My Towne Bank
Unit 6: Offers

Lesson 6.2: Offers
I Interact Offer T m lates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q
I Example: Create Offers for My Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5
Contents

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Building and Deploying Interactive Campaigns 9U04
I Exercise: Create Offers for My Towne Bank . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 3
_\ Lesson 6.3: Offer Lists 5

I Example: Create an Offer List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Qli
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Lesson 6.4: Offer Constraints
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I Example: Add Offer Constraints for .My_..Web Site . . . . . . . . . . . . . . . . . . . . .
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I Exercise: Add Offer Constraints for My Towne Bank . . . . . . . . . . . . . . . . . . . &2.Z
Unit 7: Treatment Rules
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'\ Lesson 7.2: Treatment Rules
I Example: Create an Interaction Strategy and Treatment Rules for My Web Site . . . . . . . . . . . . Z;5
7-14
I Exercise: Create Treatment Rules for My Towne Bank . . . . . . . . . . . . . . . . .
Lesson 7.3: Advanced Treatment Rules
‘ T Lesson 7.4: Interaction Strategy Deployment
7-19
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I Example: Mark an Interaction Strategy Ready for Deployment . . . . . . . . . . .
Unit 8: Interact Configuration Deployment
Lesson 8.1: Interact Configuration Deployment

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I Deployment . . . . . . . . . 5i.
\ Unit 9: Learning Models

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Lesson 9.1: Introduction to Learning Models
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I Learning Models . . . . . L3
I Learning Models: Interactive Channel versus Zones . . . . . . . . . . . . . . . . . . . E
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I Learning Models for Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9_-5
I Example: Create a Learning Model for an Interactive Channel . . . . . . . . . . . 9;Z
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Unit 10: Environment
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Lesson 10.1: Interact Environment

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I Interact Environment . .
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I Runtime Components .
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Building and Deploying Interactive Campaigns 9UO4
Unit11: Reports I
Lesson 11.1: Reports '

Reports . . . . . . . . .
Reports - Interactive Channels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . l3.
Reports - Campaign it
_ Report Access. . . . . L-5
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Unit 12: User Documentation and Help
I Example: Access the User Documentation and Online Hel p. . . . . . . . . . . . . . . . . . . . . . . . . .. 12-2

I IBM Interact User Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 12-10
Course Wrap Up
I Completed Obiectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W-2
I IBM Training Offerings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . mg
Appendix A - Demonstrations
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I Demonstration List. .
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Contents

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A Course Overview
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3 © Copyright IBM Corp. 2014

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Building and Deploying Interactive Campaigns 9UQ4
Course Description
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Overview Q
The course provides an introduction to configuring an interaction, building interactive flowcharts,

and configuring strategies and treatment rules. Q
Course Objectives
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After completing this course, you should be able to:

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I Explain in general terms how IBM Interact works

I Identify the IBM Interact Development Phases an
I Define IBM Interact key concepts -Q
I Create Interactive Channels

I Create Interaction Points
I Create Zones Q
I Create Event and Event Patterns

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I Create Categories
I Create Interactive flowcharts using Interact Processes Q
I Create Offers
I Create Offer Constraints
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I Create Treatment Rules
I Deploy an Interactive Configuration In
I Create Learning Models

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I Explain the basic concept of the Interact Environment
I Explain the purpose of the Interact reports A
I Access the user documentation

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Software Version A
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This course supports IBM Interact, version 9.0.
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Audience for this Course

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The intended audience is individuals who participate in the development and deployment of IBM Q
Interact.
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Course Overview Q

without the prior written permission of IBM. Q
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Pre-requisites
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'\ Learners should have general knowledge of database marketing and IBM Campaign.
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Curriculum Relationship
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There are several other IBM Interact courses. Check the IBM website for course descriptions
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and availability.
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5 O-3 Course Overview

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General Course Information

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Items Not Covered ‘ Q
Although general conceptual information is provided for most of IBM Interact, the following
concepts that are not covered in this course: Q
I Custom Reports I
I Offer Templates
I Touch Point development Q
I Touch Point integration with Interact .-
Course Elements Q
The informational content in the course is presented using the following course elements:
I Knowledge topics introduce important information that you need to know before you can .
perform the procedures. These knowledge topics explain the skill or concept, why do I need
this skill, and when do I perform this skill.
I Example of the Procedure. @
I Exercises are provided so that you can practice the skills that you learned.
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Student Login
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For this course, you need to use the course virtual image.
The windows login is:
I Username = Administrator
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I Password = unica*03
The EMM login is: Q
I Username = asm_admin Q
I No password is required
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Course Demonstrations Q
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Links to the recorded demonstrations for the course examples are provided in the Appendix
named Demonstrations. -Q
Course Exercises Q
In this course, the exercises are based on the stand-alone IBM Campaign and IBM Interact.
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Course Overview 0-4 Q

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Building and Deploying Interactive Campaigns 9U0-4
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Disclaimer
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Interact.
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This course does not cover every feature or function of IBM Interact.
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I O-5 Course Overview

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Building Interactive Campaigns 9U04
LESSON 1.1: Introduction to IBM Interact
Purpose
In this lesson, you begin to get familiar with IBM Interact and its key features.
Lesson Objectives .-_
After completing this unit, you should be able to:

I Explain in general terms how IBM Interact works
I Identify the IBM Interact Development Phases
I Define IBM Interact key concepts
IBM Interact -Q
Interact gives your marketing organization the ability to coordinate inbound customer treatment -\ ‘
strategies.
With Interact, you can personalize offers that are based on the visitor profile information in real
time to enrich the experience of customers interacting with web sites, call centers, and other
inbound marketing channels.
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Introduction to IBM Interact 1-2

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Diagram of IBM Interact

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1 This diagram represents how IBM Interact works with Interactive Channels, Interact API, and
Offers.
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\ IBM Interact API
The Interact API uses the Java language structure. Interact API was developed for use with
Q Interact. The Interact code knows how to listen for the API calls and know how to respond to
them.
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The Interact API is the mechanism by which your touch point and Interact communicate with
each other to serve the best possible offers to your customers.
With the API, the touch point requests information from the Ftuntime server to assign the visitor
Q to a segment and present offers that are based on that segment.
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I Interactive Channels
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nteract works with various touch points. Interactive Channel is a representation of the touch
point in IBM Interact.
Touch points can be:
I Web sites
I Call Centers
I Kiosks A
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Web Site Example ;
A customer opens a browser and navigates to the home page: ;
A default offer is presented within the home page.
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The customer logs on to their personal account. Iv-

The customer is taken to their details and is presented an offer in real time.
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The customer continues navigating and may be presented new offers.
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Call Center Example ;_
Acustomer calls the customer services call centers:
I The customer is asked to type in or say their account details. G
I The customer is authenticated and put on hold.
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I During the hold period, the customer is advised of offers; these can be default or
personalized. S-
The customer is connected to a call center representative.
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The customer discusses the reason for their call with the call center. I
The representative assists the customerto reach a resolution.
The call center system presents the representative with suitable offers for the customer that
is based on their call or existing information available.
The offers are presented to the customer.
Kiosk Example
A customer visits a kiosk in a store:
The customer searches for an item on the kiosk
The customer is asked to enter their store account information
The customer is presented an offer in real time.
The customer continues navigating the page and may be presented new offers.

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Example: Interact Demonstration of the IBM Demo Website
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Scenario
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This is the IBM Demo Web Site demonstration that is available on the virtual image. The
demonstration illustrates how Interact displays real-time data to different visitors to the website.
In this scenario, you observe how differ offers are presented based on the visitor login data.
Procedure
Use this procedure to review the Interact Demonstration:
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1. Select IBM Demo Web Site.
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5. Review the home page for Rachel Grayson. Notice that several offers appear on Rachel’s
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_ Interact development takes places in Phases.

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Phase Diagram Associated Training Unit
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Phase Unit in this Course

Create Interactive Channel interactive Channels
Create interaction Points Interaction Points
Create Events Events
Create/Code Touch points not covered in this
course
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Define Offers Offers
Create Treatment Rules Treatment Rules
Deploy Interact Configuration l Deployment
Create/Code Touch points is covered in the Advanc ed interact Course.
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Interactive Channel
\ An Interactive Channel represents a touch point or application that communicates with Interact.
interactive Channels can be web sites, kiosks, or call centers. Interactive Channels coordinate
all of the interact objects that are required to perform the interaction.
Interaction Points
Interaction Points represent a place or a point in time on the touch point where the
‘\ communication with interact takes place. In a website, interaction points can be organized into
Zones.
Events
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Events (user defined) are triggered by actions taken by visitors in an Interactive Channel.
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Zones
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in a call center application.
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Offers I
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Interactive Flowcharts
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An interactive flowchart is created in a Session and is used to divide your customers in to groups
known as Smart Segments. Interact uses the interactive flowcharts to assign a profile. The
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profile is associated with an audience level when the Interactive Channel is created.
Q 1-15 Introduction to IBM Interact

1 — V — L}
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Profiles
Profiles are customer data that is a subset of the customer data available in your marketing
database. You are able to use this data to:
I Assign a customer to one or more smart segments in real-time interaction scenarios
I Personalize offers
I Add attributes to track for learning
Smart Segments
Smart segments represent a group of customers or visitors with defined traits. lt forms a 4
definition of what lD's matches those traits.

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For example, a Smart Segment might be:
I Male
I Female
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Smart segments can also be based on expressions and more than one field from your marketing J
database. Smart segments are used in treatment rules to assign offers to visitors.
4
Interaction Strategy and Treatment Rules
Treatment rules are defined on an interaction strategy. Treatment rules are where you can
assign an offer to a smart segment and associate a custom-defined zone. l
Interact Ftuntime Servers J '
The runtime server handles all the requests from the touch points via the interact API. When a 3
touch point requests an offer, the runtime server manages the request and responds with the !
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Interact uses the interact application programming interface (API) to integrate Interact with the
Interactive Channel.
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Runtime server group
A list of the runtime server groups available for this interactive channel.
Production runtime Server Group

The runtime server group that you chose for your live, customer-facing touch point.
System Tables
\
System tables are established when IBM Campaign and IBM Interact are installed and
configured. This is the meta data for the products.
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Interactive Channels
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LESSON 2.1: Interactive Channels

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Purpose
In this lesson, you are introduced to Interactive Channels.
Objectives
After completing this lesson, you should be able to create an Interactive Channel and map the
profile and dimension tables that are used in the Interactive Channel. .4 _
This is the Interact Development Phase diagram. This lesson covers the Create Interactive
Channels phase.
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Purpose
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a An interactive channel represents the client-facing touch point that is used to coordinate all of
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Examples of Interactive Channels
Interactive channels can be:

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Interactive Channel Integration with Strategy and Flowcharts

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Interactive Channels integrate:
-s I Interaction Strategy - In the Interaction Strategy, you determine rules that are appiied to
J Zones and Offers. The Interaction Strategy is created using an IBM Campaign flowchart.
I Interactive Flowcharts - In the Interactive Flowchart, you determine the logic for segmenting
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\ 2-3 Interactive Channels

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Diagram of Channel, Strategy, and Campaign

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Building interactive Campaigns 9UO4
Marketing Data
Purpose
Marketing data is available to your flowchart from Profile and dimension tables.
Profile Tables
A profile table is a physical data table that is read during the real-time interactions. Profile tables
contain off-line data. Multiple profile tables can be mapped to one interactive channel; one base
table for each audience level. All the profile tables must have the same audience level as the
interactive Channel.
The profile table contains more data (dimension table) that can be used for interactions. For JI‘
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Audience Levels
An Audience Level is an entity around which your data is stored. Audience Levels are used
during table mapping. Table Mapping is the process of making external customer or system
tables accessible in interactive flowcharts.
Dimension Tables PPPI

Dimension tables are additional tables that contain more detail for a given audience level.
Dimension Tables are more data that is linked to a Profile Table. The Dimension Table must
contain one or more keys for joining the Dimension Table to a Profile Table.
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Before you can create an Interactive Channel, you need to gather the following information:
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1 What is the Production Runtime Server Group Name?
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Building interactive C8i'l’1p=lQl"iS 9UO4
Example Create an Interactive Channel for My Web Site
Scenano
in this scenario, your company is has a website that is called My Web Site This website IS the
touch point where customers visit to make purchases As the interact developer, you are going
to create an interactive Channel
For My Web Site, you need to
I Create the Interactive Channel named MyWebSite_Today
I Map the profile table dbo_lnteractive_Profile for the individual Audience Level
I Map the dimension table dbo_indiv_demographic with a matching base table key of lndiv_lD hil -[hil
Procedure
Use this procedure to create an interactive Channel

1 Go to Campaign > Interactive Channels
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- 1 » I =1 1>¢.:"~ '.1<.=‘/; .»$':,*)/-'57)'YR'>l$5;lv+ix£»>.<1i$tlA»$»<Zw<1»iJ.;W-6».Z1-»?»3~IX;»l1'»£~»»5~:»l£§~ .tM2;.ew.L.i.~:~¢;~;=.2.~a.-1:. V1 ..~;z.W;.»-,-:i.v.».1=W»=:.<~...K<'»x~s»¢>55E'=1I->21-5:é=.Qs§ia:§iatilL.7s;:E;.xE£»=3wax.$5:L1;:.1li£=.L>3%l.el€:;aw.,=.xx.=;L.;i;;..;';~t'
<I
3. Enter the Name as MyWebSite_Today.

4. Keep the Security Policy as Global Security.
5. Enter the Description as interactive Channel for MyWebSite.
6. Select TestServerGroup and ProdServerGroup as the Runtime Server Groups.
7. Select ProdServerGroup as the Production Runtime Server Groups.
8. Enter 5 as the Maximum number of times to show any offer during a single visit.
9. Click Save and Return.
10. Open the interactive Channel named MyWebSite_Today.
O
‘Q
Q 2-9 _ Interactive Channels

\
* V‘
‘iii?
,- i.

ii‘)
p_
if .. 11 . ¢ . .
- I -:;.;=3.1=.=..:-. -' V. —;5'.’.’.52-.;;1f="‘¢.¢='~<-‘-~==
,.,;h»;;,:=¢<;;»£»-quiz’ gfa4%:Q,,J’§lZ:?<'Q)!Z§%?fI13{/1IEifh,‘f‘ty{#7:m;:'}}/ii§»2_/I./ff;-I-'}'}¢,'1.‘-f1;':;Z.l.:..¥}v.f%:7v1'; ;.,;,¢i,,_4,_»,;-;-;,-;-,/,1-.: . ,
11 ' i ' 1' 1»3.:.%;,,¥1‘i:-5;;:=€iZ'Il-I i"'£.'»"-2'-‘a-"if!-|v{3'J 1.»:-""_7.;:§!v_v;71L1l:Y»i¢t§,.35-i,'§'».i='!_',‘
il
- sum I@_;..,s.;>;;.;.s;.w;q...>..=;,;:.;~;>:;t4;§.,,:.;:e.;.-.1..:sLs....."= “F” '~
V
ll I
Y interactive Channel Summary Q '
Descrription:
Wt.1'5.W. ‘f.‘1'E¢’?‘??I?i'1?;‘??}§‘I '7?‘ ffif fill". W‘-i“ 5?“ §**a»'*iF*‘e‘~. - l
Security Policy: ii
f’.“‘PP?'3 *Ti’°fil?Tab‘EF ,@
Global Poiicy
¢+R@U“% I- l .
steam;ll?‘ M
li.i i i¢i-.§-Qggli.f V \ I
Runtime Server Groups: ijéiéaagfiY I
ProdSam:=rGraup "Urima _ all A I .. . . .

TestServerGi"ei.:p *9
is snppartééi miiénee ta
Production Runtime Server Grouips:
Proctierverfiroiip mapped Offer Table 1':
fi.BJ€ifll'UI'fl # times to show any offer ciuflng a single visit:
_
5
Learning Mode:
Inherit from Global {Defanttj
,-_
11. Select the Unmapped link for the Audience Level - Individual.
Mapped Profile Table: f'hysica1Tabte

;i .1 1;----. 1.1; .=..../ ..-»_:w:.=;» ):“:€i5;»(!(\*?"7"‘<€/wti'I.\}»; -1; ..;....,t»-: ,;l}"¥'5"E'_}~51LfY""'>
;~ »
Audience Level
= '- /» =.--_: re“ . Y. ;.t~»<=»~_»-»x.., ‘7*}I‘L‘»<x"'§'5Z1I»<‘>';.i“'.$ ~ e
I-‘ti
D-
U at (Csistciris-rji
t it ‘Hamel »
'. fliflflawiofli '

-
12. Select the dbo_lnteractive_Profile table as the profile table to map.
interactive Channels
I WI U
2-1 O *
,-
\

‘A
‘I
Select a profile table to map:
‘h g£lb{i.lI‘ldlV_Xtl’I{§_i1G5§}l{Elli}!
§dl:\=a.indis'_xtn§_inves;tm=nt ';I_'_§_'; .fi 5 .. .
'1 éldbe.indiv_x’i:nd_onliiie_Qt>ei1avi0r ,7 interact Table Name: .
,§¢ibe.in/if-;_><tn¢_;>u:iisning
'\ Eldb-d.indi'i'_7:tnd_rsbail E {W g.:.,::,._,,_,,:;: . .. I,_]4<L4)~<l>4))l/IA A>~1~4;‘ ....,. ....... ..,,,,Tji
5
.?d,bc.indi\' xthci ielco ‘.5.
* ’L §Fietcl
. __.__:___
Name _.___
§lntera(:tFie1dNarne
>-. . _.____:__ _:__. _._.__.... ..
i
’§ Zdbainditr
= -'
xtnd-'
travel
'"
memberships 11“
--
? 1;— ha-.z=$:___!'.4
in }:S2=.'.1‘t'___f1,:.:“
cine. l ndii.-Scores if E . § t-s<»“as.~< ~
.1iv». All
& F4-_ib,_3
ii '
igqgiivem
’_
Ratafl 1 vi;
< '1 3.,
'_
$5.?-i:%.<:5__€i3*
. <
§
"'* V‘ W»a.~ \w<-. t.\

1-, ,. 1.. .- .
;’ib'Q'l"‘§‘al-"G9“i32‘°"
V =. , ... Li _.. I‘! r _ .4 ....3~a!";:.22..2'.-
'2i_ F1; T I i __ -'7 ¢‘r.s.~.._.._.._..-...__.v___ , -~ it _ :...=.'_-..
'\ ‘. 5;n£..;:@=,:.-,::a;-2i-./.;.;.;..::..i:.';::;:.-i-;.a;;s.@;...;a.:¢.@..;;2g V w 2 §,. I, __ W W 7., 2%: ,2 F; gs}; K
gwoiinteraiztrre‘ ~ ~*
. '1:-2' .'_\_.-I vs 1;»;-M. . = 3_: .... _ V 5
1 $5,, AWE?’ V’ :
lan-e.ii<*:_a¢¢sunt;ti'r>@_x:ns_cre<iiz_¢~s;:§"§ "
5 dbc.li<p_accou.nt_t *,'pe_>3':nct_shippin ggff "
.§Q*b~e.li<p_age_range ~ V.
'5 Load this data in ta nieinsry when a visit seasicn stafis
13. Click Validate Mapping >>.

\
\
Msvllielelsa for Audistvsisi Lsval=l ',F*‘di‘.".§F!F'?l».Ii. i
* ‘iaéidaiion Ssccaessfui. These changes Witt not disrupt any %itt'er;ai<:tivs ftaw¢:‘i":er:ts._, caiiipaiigns, er tea
iiceiigairaticns that are active for ti":-is iriteractive ifiiiannet.
\
.2f=.i‘:.er so-mp-i.et"mn, this change wili. ta l-:.e" effect. Ht the runtmie sysianfis after the next 'lI?I'tT4!.-3 yau zip a d'epl0‘>,nt
:3‘ .‘51I»§5“'-l~I7‘§T:T'7'§1~ .Ii"*I-‘iZ:":.‘. Z51.}J§.Y§"‘l"x'i.....f§7'3 1.1.? Q. iv: 7":“"5 '3‘ “‘.‘w5"T‘§'s‘ IH

f'"*",~ r-1 ;'~ -- c-¢".~:-"-2.“ :1.-'_.~ Q1» -22:1 :51" '2'. ' »if‘."i>E I1 ”;’» ;'.
J-F ’ /Jr-e We .-Mwx M’ * 4»
'\

’§ Course materials may not be reproduced in whole-or in part
___ __ 1

I-ILJ
14. Click Complete this Change >>.
_bles for Audience-_Leyel: p Individual
n :3i'iElfig¥3 tables that are in me, yriease 318 fit}? the aw-risers at the car;-assigns and fiewctiarts that utfiiize this interactive-
mame Table Type _
n-teracti'i'e_prcfi1s Frefile interact ive_Prcfite
15. Click Map a new Dimension Table >>.

16. Select dbo.indiv_demographic as the Dimension table to map.
hli-'IflHhlLI-HIJ-I ld
interactive Channels 2-12

- Building interactive Campaigns 9UO4
'\
‘\
Map Tables for Audience Level: individual
S/etect a dimension table to map: ‘

dtie.FBlI}ATA 1
dbe.FBPLU6lilS . -- ..
db-o.FR._pr0diuit__ca tegorie_xtnd_reta.s.;:f% I interact Table Name: &¢h'9_IA"<5i'Y._‘3**?%"'5'El"3»Phi¢ 1 .2
db-0.FR_prc»:iuit_ra,yan_ret.a.iI fi*‘f{'{=-'
iaha.FR_produit_se<:teur_retafl " ..
.. 1 ..
3,ass.FR_pra:mi:_xtn<i=_re2a.n iris-id 3-lame iinteract Fietd Name §Type

§‘dbo-.GeiiericCa‘iapaignRespcnseiabi-3 , §.i_.|{~’_)-- i §‘LZ .-.-_u.l.i g g Jig
lief; .1-.~.;.>»'
;=.~..1.~s»v¢ v
e
\
§<im.iiiia.1; 2;», ~41" §~f41.i.;":.v§ 2-.
do-s.hhct:i_mar"ketiflB_inia
:;dbG.hhQ{d_§umma[~y - . .. . ; , ..
3
:~‘~;-<4/$¢. rl V\,\;/ .. 1:',.- ' ,'»..»;» .-
ii{iDQ.ii'idIk’ V ivviwm i §
’ i ‘X *‘ Z We
dbs.in.;ii'i.~_contact C; 2 J ..
I "' .-.»»~.
*:*='é'c'mra?..
3
4-»a:
I .;;*;_W'>fl~.‘ 2 ..
Iv».§,'..2_,_'
.,~. .. M\,,,2;.
.“"~ Mr,~ Y».
F . . .E. ;. c. §’I €z
IQ
'5 : 4H ifl ‘-'__ __ YSIS if
'\
Load this data in to memory when a visit sessicin starts
YI.‘.;.:= 5,: ' . 1}; 1ll;3’.Ql§1»1;;~,1I'-

-‘--;:.;i
" ~.:',»:
iv‘-:' :2€-ltfifif.‘
7-,, ..-mi-..=g.; . ,@ I. ,
.5 ~l= A ii?“Z13-F%‘*'€i¥;1%;¢%$:§793-;
t="->-
~1;;;r.>=1,;:_,;._ ~..,,:,;~, 'i':'=',:L'.z’.:-’-1!’ "¢'»:~11=>'"1.v*-art "I"
-I'.'.
\
17. Select the Audience Key Field as lndiv_lD.
‘\ nieracwahiieiim-= iabssiiirriétiirerctafir.,
1%.-gt; iiéiiéa H §ii§£Lg§"}}§£"i"i5i;-.éi¢‘i ltt'i;.“;aa...ii..;.§
§ t _; __ §,_ t , ‘Mb _ ~ WW} ,____h___v___A . , 5"".-;:;i:
in, _~,,._¢_.;¢..=~=;~..¢.<a&; ' ' 2 -.»;i.~..::;;i.a.,=am;=:;.=';f.
=1 l»:1~a___¢¢./ .\z 1.-¢..-___.gr“
1'.) ,.~c=~=-=r..-21.. »
; or 1
,a M
. 1
r
a-.=~.-at M.- u
\
1.-. - W l7.?.§ii5’1_ ~ _- ’ 2
18. Click Map Dimension to Base >>.

i
‘\

Building interactive Campaigns
9UO4 -
dience Level: individual I
E??? th? ?"“_°“’l.'T§..PF"§?” 'F‘1.'??.‘?‘... . ...

‘rattle Table]
I"l/atcig base tabe field:

._
-> €rxdt'v_ED(Numericl at “ " 1
_‘
19. Select lndiv_lD as the Matching base table field.

20. Click Validate Mapping >>.
Map T;b|§g_'j§¢-f A'qa§_§ii¢e L;=_-ta-1;;_ ln¢_livi_dt|a_l'5 f 5
iiaiiéatian Suceessfui. These changes wit? net éisrupt any intem=:fi=¢e §§i3w<:ha:‘ts, can":.;:>a%gns_, er
cee'f§g=.erzi.§inns that are eative fiat‘ this interactive fihannei.
,%
After‘ cempletitm, this Wit-i take effect in the rutzitime systiems after the next time 312$: dz) a. Cfaffilill
--.-am
21. Click Complete this Change».
Q
2-14
without the prior written permission of IBM. i’:1j.‘{"dH:1‘—l 'j‘—i l*‘P—1J’-L§'_l.L1_J IL
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Map Tables for Audie-nee Level: Individual
it” plain fie ::l?mnge ‘salziex iiwi: are tfatitzéfy the in/mars at the cannzieigns and fi.e'wv:harts
5..‘€lf?Ei§..§R..§.I£.F§l?iRE?:?...§€&§?l._§}fl2:? *° "lap, edit» C” “'"’"aP= ...... . ._. . ... ..

E1 Table Name . Table Type Physical Table
1
dbo_in ta-ra.tt.ive_p~l'of11e Profile lnterac’£ive_P refile

a‘l>e_indi'-Y_de<mgraphi»c Di'rmn~;ion iridiv_dezncigraphic
i
I I‘ 9
s
1
3
S
'\
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22. Click Close.

\
"\
"\
‘I
‘\ 2-15 e Interactive Channels

"n
' w. I
.
Exercise: Create an Interactive Channel for My Big Bank Web Site
Scenaflo
In this exercise, you create an Interactive Channel for My Big Bank.
The My Big Bank website allows customers to view and manage their bank accounts. This web
portal provides the bank marketers the opportunity to present personalized ofiers and messages -
on the customer's home page. ~

Create an Interactive Channel using the following data: .-
I Name: MyBigBank_Today Q
I Security Policy: Global Policy

1
I Description: Interactive Channel for My Big Bank
I Runtime Server Groups: TestServerGroup and ProdServerGroup Q
I Production Ftuntime Server Groups: ProdServerGroup

I Maximum # times to show any offer during a single visit: 3
I Profile Table: dbo_lnteractive_Profile A Q
I Audience Level: Individual

I Dimension Table: dbo_indiv_demographic with a matching base table key of lndiv_lD
‘_l. .J_l. .l_ li-
1
Instructions r
Use the following instructions to complete the exercise:

1. Start Internet Explorer.
2. Log in to the EMM using the user name of asm_admin and click Sign In.
Go to Campaign > Interactive Channels.
es». Configure the MyBigBank_Today Interactive Channel using the data that is provided in the
scenario.
5. Save your work.

.I
El
l ’\
3
El
|;i Building Interactive Campaigns 9UO4
§
ll
How to Check Your Work
El '\
‘\ To check your work, open the Interactive Channel named MyBigBank_Answer_InterChanne|.

The summary page should look like this.
>
Summary
~
'” Interactive Channel Summary
I
"\
Description:
l.*1%.?s'. a?_?li"* @“@".'?~?l.f?=%F?4i'..li?€.§?'?‘?........... .. .
Ma T bl : h '
Secu:-ityPoItcy: Mqfile. ¥§T.c.§.1_.r.€“?‘l..e..
smnaiaaiqi
'5
RU mime Sewer Groups, dbo interaciiife profits ntei'acti"ve_Profi
‘N
Pl’0ii5<?l'\'<?l"5I'0UP .. . .. ..
Yssfiswsrfirvvn .. . .. . .
I
Production Runfime Sewer Groups: .... .. .
ProdServerGroup Piapped0ffer‘Tabi eLeve11'Filter blame Pb T.
l '\
l'l£D{lmLl'm 3.‘ times to show any offer during a singie visit:
3 .
Learning Mode:
\
‘I

§
LESSON 3.1: Introduction
Purpose
In this unit, you are introduced to Interaction Points and Zones.
Objectives
I Create Interaction Points for an Interactive Channel
I Create Zones
I Assign Interaction Points to Zones
This is the Interact Development Phase diagram. This lesson covers the Create Interaction
Points phase.
Create Interactive Channels jtlreate interaction Point Creaw Evems

M-
::<1z11;-.:¢\»:<-'l~‘->¢-I-1:n4n¢>::r..'*~;;.¢7/ N; eyiyvir »~;. --.~.»-».::-~/--¢-\:;- I E?
6 §%
->
CreateiC0de Touchpoint
Create Interactive Ftowcharts Define offers Create Treatment Rules g/I

(Sman Segments) '
1'.
0
0
.e
to
¢
0
W Ia
1» 0
\‘~ ‘t 41
~ 4-
1. In
*~, ¢ 4-"
' *u v 4 ""'
~ h ‘ _ ¢ i w - L ¢ W ' —-
Deploy the interact configuration
Interaction Points 3-2

\
‘K
I
LESSON 3.2: Interaction Points
\
Purpose
An Interaction Point is a place within the Interactive Channel where offers can be presented.
Interaction points work directly with interact API. Multiple interaction points can be associated
with the interactive channel. ~
‘\
Diagram of Interaction Points
\ In this example, this Interactive Channel is a website and has the following Interaction Points:
I Home Page Header
I Login Box
I Offer Area
\
I Home Page Footer
\
.. ;.; _. . , '""‘ 5‘r"v"/:-1:8. '§ZIl.»..?..?.:.~-V‘
e.~-.- e ;_. J ... “‘
., L "\ '°"“Z¢‘§l7 .1
,,...<,=.n:.:..;./.,.~:..'¢;,...,...¢..
"
\ -4
:\5l';Z€f~L_'~?lY$IIi?Tl"‘§"1"?~T“‘Y--fie,»
3i‘.=1f *1 st;
~2¢fi;.>5'é¥;»$i;“;‘5.'-ii
~
‘;';=x",":;=.;;;:::::a:";;';""f“"‘* M
”’£‘:9;:rri§ "-I':-.2“ 1 Y '"“ "" M
»:*ia'=:‘f':?a*.¢1~¢' » M»
I~»w-<*'e1‘¢-§;§~a<¢=:..-2 "a V\
¢.=.<::»:.'s‘<¢w>.w=~ W u ti
.;.xt:;.:7..::1.§:.¢.;:(‘§‘f$-k.>.i
. ., ..':’.
1;;-i;.s;,i-VI s
~ eggs: ~ -.I‘<. _
m
§ it _u
;
5? I;--, -'-nit»;::-L’i.\.1'1"JZI 1i";Y_'1§ "'7'
,.
..-;*::::<
1' '-”‘,'i J »C<'2"' ~- .>:¢~':: .,'» ‘>>.. Mr’,-on .'~Et<:I:;'.~:E'~“‘>~"-"‘~'-"»"~
1
\
..~~H;§<»» . \vrv V. W»
3-3 ‘ Interaction Points

\
T
l

9UO4 l
Interaction Points Tool bar

The table provides an illustration of the icons and describes how the icons are used.
Icon Usage
Add Zones
h~.,.,,§
>“.1'-W. 1;
Add Interaction Points

‘ ....,,,3
»:’=5':@ 1
= -a at
Move to
45;?
5
"x*\>~
. ,1 )',_.;=
A;4~:r
Delete Selected
we-2 A
‘
Interaction Points
3-4
\
‘\
"\
‘I
Example: Create Interaction Points for My Web Site
1
Scenario
In this scenario, your company has a. website that is called My Web Site. This website is the
touch point where customers visit to make purchases. The Interactive Channel is created.
As the Interact developer, you are going to create Interaction Points for Interactive Channel.
Here is a diagram of what the website design looks like:
\ ?‘f};;.ji l .¥.*‘*.?1*§‘¥l1¢l¥"“=.‘3é 5E?¥3.?i?§f'=»" ~
. MY WEBSlTE~
\
‘\
'A
\
r,-e.~.~1¢t».="¢;_ :4-;:~,..',:.~: 1
C“E»_Y —. .,, ..._.,., .1.
t ;;.»t.'<'. :,;;=.»=~->1;;'*_~<
\
.ii§iY§.I§~Z'%§-*7ijffer3}E,i'éa' ""“ 4*
“ =fi1‘<***>:=t~r<;¢ ...¢:~ r A
\
, =z~;==: g-,1 j:.;¢,= ,=;,.',.:;~,', 3:,» 1,9: ,;»,_ u;b,,..
» - “
\ Create the following Interaction Points:

I Home Page Header
§
I Login Box ‘
In I Offer Area
I Home Page Footer
Q
§ 3-5 Interaction Points

-
_ \_// , .A-. ._ _. .__Z__ _
I-1:-J
Procedure
Use this procedure to add the Interaction Points:

2 Open the Interactive Channel named MyWebSite_Today
All Interactive Channels In

Jn_lA_J
ree s taping.
3'” 621:4 l1!ltBAQQl atton Web ‘"ite Mobile Appiie atiori
F" l”=igW&bStte This is the
lnts-ractive
Chennai for Iiliy
Web Site exempts.
Z“ F?‘ New Towneflankflati Center Call center
3 Select the Interaction Points tab
4 Select Add Interaction Points
£7; yjifl g
was 32$ i
Zones and interaction Points El
\
Zone. lirizsceiianeous
No interaction paints in this zone
, I
Interaction Points
'\
'\
’\
5. Name the Interaction Point Home Page Header.

\
‘A
j Address zlriteraetion 'P.'oirit.,..
Name"
ifiaestagsflaaaai‘ ..
.
Default Sin‘ ng to Return *1‘
\
no OFFERS
Descriptiori
This is the iiiaiiie Page %Hea=:ter for !ii,~,-webSi"te.
.~;»;_;:g;y‘»;:;~ ;y;: ~_.*;¢.=;,>.~.- i=v~1;~.;4_.::~_¢t.»s= i,~.=§:';2‘&.'=/£1.12» -7 =§a>~.>: 1;?"-*:a";t,;>¢.'1i ...::¢»;.-.;,t-;;

- W ‘"1 1' L-I-4,-I '; ..
;zl:,,'_-4'. ~*':a-Q. 'w»;=~T4;.!: L; . {iayck-§~’s§:(/\(I\»~‘~_” “at V‘(r')~x*T/~¢)'~Y3I§4‘i‘:\1\2“$"It4;w/Vvf »§§=_-W» », >~=»t;~‘1._,I*1_et>__v;x‘>'=..t.;3»_ In-ii.» £\44:~,¢7»1)~v' .2 _._~_;A,‘g
‘*4’ “~=i='* "-‘=1 it . *;*:__::;_
=v§:.2*. "'"'.=.§:§‘¢."~ '~‘-"rr wt‘
' Lee». .2_-.fi...
‘-___tfi-=..2i .;:-Z;%?'=@§w»;::'§'
J1¢;‘:r.?!....:;_s'..=,....._....TT'.'
\ Leave the Zone as Miscellaneous.

Enter the Default String to Return as N_0 OFFERS.
'\
Enter the Description as This is the Home Page Header for MyWebSite.
\ Click Save and Add Another.
~
Interaction Points
i Q without the prior written permission of IBM.
\
.\7-i— -1%

9UO4
10. Configure the Interaction Point named Login Box.
AdQfgg§€:"1fi:éfiH§tiQ:rl._,:Pit)ifiti}P- 1I
‘t-lame“
;‘Lo»gin float '
Iaisceitanemrs.
Default String to Return "

no OFFER
Descfiptiksn
E‘"{hi-5 is the Legin E-ex for M}"»'¢'ebSite
;;§L._»g
;,;.;;>;- 1. ,;~=;:¢= _,,,..,W .
Ye v ii’;-‘ ; ~’;“,-‘rt-;‘§=
*3 %%i~"‘n§3§"; 5%
11. Leave the Zone as Miscellaneous.

12. Enter the Default String to Return as NO OFFERS.
13. Enter the Description as This is the Login Box for MyWebSite.
14. Click Save and Add Another.
Interaction Points
3-8
without the prior mitten permission of IBM.
“Q
"\
15. Configure the interaction Point named Offer Area.

'\
"\
A-qldl.ga'Edit lnteracti“on<"Po§int;ll.~f;f1
llama“
ififfer Area A A
Defautt String to Return *4‘
1
incl OFFERS
Description
isms is. the Offer Area. fer :.~.~,~~.~.eesite
*‘-iv:~~<":4*§T'.iBi?‘“I557'*é.5?iI»*”iYQ§iii}?-?’7??.§;1'f%£1
_:;:,;=.,=- ._g:..:a.‘... =.._;,§:..-,.'.==1.. ¢.v,,....:~ ..._.>.,».§t.._q,.;.._ 35*?E»?'i*§§’§'§‘=*?$,%i4¢>EI**i?¥L~,:-§»-%.%25'%:la€3‘<:1~*§E&.vl:i'%I~-:»k§%Q-1%.;
so,‘ ts E22,. ;¢~_~m M, 1. $<v:1v>‘rrv:2P:>v;-N ¢1<§3$§'.r/v~4v4i
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a1a'x°::~,z§é5fw*£ '*. 4-"-‘mt; "5_ ,A~;;;= . ~ tilt 1.‘. I”--<1n$¥~‘-1-.'
~
3 16. Leave the Zone as Miscellaneous. '

17. Enter the Default String to Return as N0 OFFERS.
<
18. Enter the Description as This is the Offer Area for MyWebSite.
\ 19. Click Save and Add Another.
'\
3-9 Interaction Points

s
Building Interactive Campaigns 9uo4 "
20. .Configure the interaction Point named Home Page Footer.
.
“$39? .
l.
HomePage Footer
Default String to Return **

NO OFFERS H
Description g
is the %Heme Page Fact-er for r-'ty'-.‘Jeb’Site
i ~'.~ ft; it
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1‘ 4 ‘ til? R. -V ta-.=-5 33.2 +1-'
21. Leave the Zone as Miscellaneous. _ L

22. Enter the Default String to Return as N0 OFFERS.
23. Enter the Description as This is the Home Page Footer for MyWebSite. * '
Q ,
w
Q

Course materials. may not be reproduced in whole or in part
’_
r
'3 -"§:fj?Ti2'=z4'.?§=§?"i';:5Z'= » r -"
.-=-2 :.:1;:~f...‘ 5:‘. :..;-:_',.r=» _: <;.,"';:a'='—:_%"i';;:¢2:"""5i?1gi;¢§;}, :5" if-22'.:.f‘ ’€§1~¢,'¢I.?.>~"r,Y1i¥*'.i '--*1" '-Y-~==¢=-w"Y='"'
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fit
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[j Zunes and interaction Foints El Description
i“.- Zone: E‘iiIP.iseafi.ari.e/ems
I
if E]; Home Page fccter This is the Home Page Foeter for i-‘.yWe'bSite
, "“\ IHome Frags Header This is the Heme Page Header fer J-¥.~,1Wet>5i‘te.
-am
E] Lgn Box This is the La-gin Box for !;€3"it¥ebSit.e
E”; Offer A tea This is the Offer Area fer lityweiriite
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"I
1 3-11 Interaction Points

- 1 without the prior written permission of IBM.
ii I L2
Building interactive Campaigns 9UO4 ‘-
Exercise: Create Interaction Points for My Big Bank Web Site
Scenafio
portal provides the bank marketers the opportunity to present personalized offers and messages
on the customer's home page.
a
As the Interact developer, you create some Interaction Points for welcome screen of the My Big
Bank website. This Interactive Channel is created and is named MyBigBank_1. ..
Here is a diagram of what the website design looks like: ...
aar;. --
@
it/iv. Bis BANK Q
‘-|Iit-‘i - i J-I'1J’ i‘r'ai1

7. 4
._
A-
1’:-I-I-I‘ f}_;=i_};;.i:;/‘gig; ;;\;_:_i:y_i:'i11.:‘,.?~-..-zL3..<: ;':f-_',f_f;;- ;;¢;.i§~ ,_- 1.‘/':.";."\".‘.....'.‘§J2..":Z'5.Z.L,,..£‘1§{': /.-1=j'<fj_f_;;?;:',_..;: »,1;i- 71'1" '""ii‘f':i:=?s;»§t~Jf‘.
;~,;;..-N .3... W V..‘_;..i;.,‘H I \ fink’, ‘H U _. 1 , _ ,.,>,;_. E, .
Create the following interaction Points:

I Home Page Banner
I Login“ Box
n Search Box ~
I Open Checking Account Offer
I Auto Loan Special Offer
n Home Equity Offer

without the prior written permission of IBM. ‘‘:1
:i‘+1z‘:i-1’i.‘:1Hd'—.l—i
L
Exercise: Create Interaction Points for My Big Bank Web Site
Scenaflo
As the Interact developer, you create some Interaction Points for welcome screen of the My Big
Bank website. This Interactive Channel is created and is named MyBigBank_1.
Here is a diagram of what the website design looks like:
” I Bile BAi\ik 1
1 I * 1' ‘5l1,T'1i‘_1,;.§:":'7_?t,.;l1f=l.?“"‘
-; 5 W1". U. .1 . .. ,- Y »_..»,._;~,- » .».<. €';;~'; '
."5‘:':‘.;;*Z1I:.’¢.:-,3"'3'-' 7,5 TIE-§‘ii

'-::“"'.';. 'i‘§=l-'3-T ~11.‘ f" All,» ‘A ( 5”-l£1{‘3'-"’:' . .11‘ "*1 x . 1-12.:.~."> -'-"5?‘;-‘»"T"Zl€.»1;'T5;
53-='.1“‘."='?»w:fi*‘?§<:-:1 *"=;1-
=~ jg,j,.'?.;?;w-.,';:~»;.§¢;,.1jf=i;;;....-.=»;..;;;;:: 1-1-11.=;; :
<- ;;,:,.3'
..'..=---4,12:-1'-, 1%..
;"....-..;...j:-j-__n.;. ;)
. 5.11-1.1. ..=-»-:~-<:.;»ar’;-e=;:s..=;*v@a5-s
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1,-_;;.
Create the following interaction Points:

I Home Page Banner
I Login Box
I Search Box ~
I Open Checking Account Offer
I Auto Loan Special Offer
I Home Equity Offer

E
-\

-\
Assign the interaction points to the Miscellaneous Zone and use “NO OFFERS” as the default
"\ string to return for all the interaction Points.
'\
Instructions

1. Go to Campaign > Interactive Channels.
2. Open the Interactive Channel that isgnamed MyBigBank_1.
3. Configure the Interaction Points using the data that is provided in the scenario.
4. Save your work.
'\ How to Check Your Work
To check your work:

1. Open the interactive Channel named MyBigBank_Answer_lnteractionPoints.
2. Select the interaction Points tab.
‘\
3. Review the interaction Points that are listed in the Miscellaneous Zone.
‘\
i‘<simtmaai*>§ inreracflim Paints i‘,a.£vents.:i:§j.'.Cii~n$tr@inl"r>;ifieiftsefitilig 1Q§§i¢3fii‘§¥if5$3-i§}‘*¥i'ta1ii.§i$ii

I“
'J_____ . .
Wm $;.......; WW; Y.’ -. » ».._',g
1‘ <' i.=i,.......;;,».'.;;.1..;;:;.~.....~ . . . .»1:./..;.->1:
. ..>'.1-ii-12”»/..;.;.“' _» ~'
\ V . 1;»
1
1
1
§'z';3'2;;§. I‘-' 33-‘
2 ~13
.E .I ‘
"'\
’§ if) Zones and interaction Points D’€SC!"i}Jti0fi
‘\
if Zoneziiilxscellazteous A A y
:. "‘ _
Z7 [:1 Auto Loan Sgeciat -Offer Auto "Loan Swcial Offer for My Big Bank
Home Eguigj Offer Home Equity Dffer for By Big Sank

\
Home iiagg Ban nei" Home Page Banner for My Big Sank
?"I?“i7“E E Login Bo:-; for Jay Big Bank

,...a
i . O en (iiheckin Accountflffer Open ihecizirig A1:-count Offer for My Sig Bank
B Search E031 Search Sex for My Big Sank

_§
Q 3-13 Interaction Points

\
Here is the Auto Loan Special Offer interaction Point:
“Fr
iiida/Ed§:'»in~:ofaaiaan_ Point-:. ~
?\larn»e**
‘Auto Loan Speeiat Offer
. _ _ _
I Miscellaneous
Defauit Stri rig to Return **
ifln OFFERS _ .. ..
i?‘*‘-‘$¢*fiP*i*?F*1* _ _.
Auto Loan Special Offer for My Sig Bank
.-- “<2
it

‘
LESSON 3.3: Zones
Purpose i
When you define interaction Points, you can group them in to Zones. Each zone can have its
own set of rules that determine how offers are presented to visitors. An interaction Point can be
a member of only one zone at a time. x
The idea of Zones is optional and is primarily used to establish a set of offers from which the
l"f'tl"i' l§' l" l."T' offer arbitration engine can choose.
Q‘
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'.-
A
it
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i
i i
it
3-15 Zones
i Course materials may not be reproduced in whole or in part
ii
Example: Create Zones for My Web Site
Scenafio
As the interact developer, you need to create two Zones for your interactive Channel. The
interactive Channel is named MyWebSite~Today. §'
Here is a diagram of what the website looks like: @
TI‘
1 .
i "
~*
1* =<'::r-'3ii-.‘i_-‘-? "“9¢=' .‘ '._;;;."'z':»"‘ 1" 551*? ‘;';*.‘:“'5.l5,..:::¢§".j1
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1.,
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:.¢-=»_~:;_-.11»-¢'M.~,;»»>
_‘_>; ......=i§ 4 r
- 1¢.=;r.~" Y - “Y
"§§ Header ii .-
2. Zone
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p-
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Footer as
W ii‘
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Wm-
Create the following Zones:

I Header Zone and associate the Home Page Header and the Login Box interaction Points
with it
I Footer Zone and associate the Offer Area and Home Page Footer interaction Points with it
HI-i.ILl .'-I’.l i‘_lE .I_

"1
\
'3
\ Building interactive Campaigns 9UO4
Procedure
\
\ Use this procedure to "create Zones:

§
2. Open the Interactive Channel named MyWebSite_Today.
' 3. Select the Interaction Points tab.
..~- > g /, 5. - ,~~ :

H i ,;;.. >3 § .
\ E3. " -5» ‘ 1. -t:**‘:".t Z
4. Click Add Zones.
ff“ I] Zones and l;nterac.l:ion Points E}

\
!'“" ,,-. Q win ‘ll

\
§ 3-17 Zones
\
i i i ‘\_,_, ‘.2 ~— A * * ‘ ‘_
1' BI;l|Ciil‘lg interactive Campaigns

9UO4
5. Name the Zone Header Zone.
-I .A"iidfEd¥i:1;i§'ZE>Fié. .
Nam-e "-*
niis name wiii be used by marketers in their ll'63'|£m€'n§ I-tire.-3.“. N

Descriptiong
'.;<"1‘5
Aztiranceo Features...
;<.§_};'ii;-:§g;L;;;@;;.;¢;;.¢;;:;;%i>.2».$3;
. .. .1 , >4/3 ....... M, ::~'..".:.-;.;»;.-:=.<
»-»- :1»: ~=~<; '~
,\..-.1;-a.-»'~~~~"~ at/‘~.,,'..»;4;%i%:;=.l.E;$.'7.:ll: .1»;:>~‘.@:;¢zi:11'-.v..-.:i§,;;.
"'~ -< “ "’%=§‘ 35. ' §”=§ W" 7 Fit‘ , ""”3=._':.-*1 11“! ’* tit’ §;st=-I “ '
‘Fe-:%;t'*.=§‘
.41.M
6. Enter the Description as This is the Header Zone for MyWebSite. This Zone will contain
t wo I n t eraction
' Points
' - Home Page Header and Login ' Box.’
. interaction Points»
_~f"*’*"'$’~5<f"?'1*=~§f§*>'. 1' - __ ._ _ j mm
1 ,~.. Q ;< ,s?'“""><
~. i » I . t .‘. . ' » ' V
= = = ::;-. R;-»*.-....... ';< - 1
I] Zones and interaction Points {E Description
_ _ Zone: Header Zone

No interaction points in this zone
Zone: Miseetlaneous g V
Home 9%_ Footer This is the Home F
W E3 Home iliage Haa-cler This is the Home F
This is the Login E
H- Offer A rea This is the -Offer I
Interaction Points
3-18
without the prior written permission of IBM-

\

\
8. Select the interaction Points Home Page Header and Login Box.
\
.;W_,;.w;;,.",_‘M;;_;__M,; Wifirafitiflfl
i _ - Pflimfi
_ §_.;’4EYém$:§§
*.'n..,.e..,m,;~.~;.~;~;>>,.—~;;.,4e.,Me;;..;.~.LW;,.;~
‘
1::-.';;uw.: §‘_;';,¢ <';
if [j Zonesandinteracfion Points El
\ Zane: Heaéer Zone A

No interac.i;i0n paints in this zone
\
it zL___*i@11@:
.?*?Ii§¢@i1flfieQu§~
,4“-
Hume Page Footer

-' 1? Home Paee Header
Loeiri Box
\
K E} Offer Area
\
9. Click Move to.
\ Q
<-
5 3-19 Zones
\
Buiiciing interactive Campaigns EIJM
10. Select Header Zone.
r%JMove-..t,o...
ittdi-'e seiec ted. items to the foitewirig zone

Heaflm Zane M... MW ., .
1: we-cl
i.
1
3i
1
' gm‘
~'>t 5%
11. Click Accept This Location.

‘I
.1‘ » 3»; 1 ; 1
3 t .@ “T
{T E1 Zones and interaction Points E] Desc rip
Zone: H-eaéer Zone

Home ‘Page Header Tl'i.i's is ti
Lgh Bax ‘Kiwis is ti
Zone: Erlisceilaneous
Home Page Footer "this. is ti
Gffer Area This is U
12. Click Add Zones to add the second Zone.

§
i3..Name the Zone Footer Zone.
A
'_
§
This name will be used by marketers in their trea
ed Features.
Q
-=",'
.».¢ grit.:..=:"&?'ri*i¢fir1:>1?»~;'<*;=>;y§i=i'€i>5§T¢?3'??,1
'-a'.:,z.;<~_,;s'»=§"$iL:=:::' .9,.I<»<,/|¢$1n:wL.€<“‘;§r2 ..-'1" ~?‘;»="*§‘=E“i¥;"Z%‘-11<2e‘.i‘J=§~'=='l5?1>¥lQ1%;i§fi??Jr¢<%£t&e:.em-1-ii:
'.¢‘M"§Z> ~; 212* ii :5“; . ii"Y" ='7¢;:1i~.~'
I‘: (2_i:»<&t23=?ii 7;:-,t)»»‘ ~_. ¢=i_..l
u '>?""':7_3»-:""~°i-:%”‘:- ~€~‘ "*"‘*7Z""'?§ 31* @”§.‘*"~. F-‘»~:§’£~"~' ”’/£»"»§a ~'.L ,
14. Enter the Description as This is the Footer Zone for MyWebSite. This Zone will contain
Q
two Interaction Points - Offer Area and Home Page footer.
Q
Q
3-21 Zones
Course materials may not be reproduced in whole or in part I
\
i I
'\\,/

16. Select the Interaction Points Home Page Footer and Offer Area.
/
lntera1:tionPoints
,5 E >1 5, . .~; ._ ~ 3.’; Hf. _-
2 = 2 - ..
‘
Eu¢»;\u»*f»~\> £~:=::@- a.m,¢,'~..=- V
if“. I] Zones ani:l.int-eractionPoints figgcfi
if
No interaction pa-inn in this zone
._H
3. Home Page Header This is
Yhis is
. ,3;-aw: ?~ Home Fag Footer This is

i‘ =
.a.........:
Ofierhrea this is
3.
Interaction Points 3 22
“K
17. Click Move to. _

‘T
as
_§ C iMOireQtori.5I'.i '.L
QQ
3-inve selected i term to the following zone
iii"
A a none ‘ 251155
'1MiS§‘EilBT|-'T.*{i‘EJS
~
t \
ti
ax 4
"\
i
§...-:_::.-;:..-;;-:;: .. 1. -_ -.:_;.=_;M: w:..-.-. -:;:;-._ -;_;:;.-.-;;;'_>::r;¢.;_',-.-. . nJ4\ z-.~.;;.u.x:;':u':; K;.1...v...
.511%,‘.';;;‘;§;t.§.2>:§:
’*i;,q,~:_4;;‘;fl': ;‘;.f: ‘-";"§:;§.i;;§;'
2 ~~~.]_; :5’?,,,,.i.;
go -try ‘>a¥'~;z:
IL; Z_..l<‘1
.¢ ",;,2~.-;;;s.. ‘Ii, I .i
...;,,.;4_(;_;k~c..-4
18. Select Footer Zone.

X
19. Click Accept This Location.
§
3 Q
Q 3_23 Zones
~
1

9UO4 Q-
-I
.‘.. /at 5 = "

1
[f] Zones and Interaction Points E]

Q
Zone: Footer Zone Q
E] Home Page Footer

_>
i’Tf‘i%“i7Wi Offer Area
Zone: Heaéer Zone

if Home Pagg Header
flfifl
5 Lgin, Box
20. Option. Remove the Zone named Miscellaneous. Select the Miscellaneous.
[j Zon.esanctir1te_raction.Points El» ~
Q
Zone: Foot:er Zmzew I
Home r*§ Footer

Gffer Area
if? Zone: .Heade_r Zone

5 Home Pge Header
Lgin Box
9,1’!
I’ I
u
ii/Iisceilaneo-us
J;-:1”?~{_
-5
1"t2.;,<<,:M:s¢-$2 “Title interaction points in this zone
~~.we
'
21. Click Delete.

l
Interaction Points
3-24
without the prior written permission of IBM. ~.i -u:.r;1~_i.;-:_.i1
or
\
‘\

\
I
e
\
‘
."“*'*"“°“"*“i*‘°‘“"‘
3 ' " '-i'----~’ ‘ ~§;*'i~§*1<‘*%?*/=~< I " » » * ” . .
Q
. image‘. ;_»=--¢..»»~
The Miscellaneous Zone is deleted.
, ..»./.»._w
‘~‘-**’=*“i"“P°‘"*~*
,...».,; '3," -1 "v»‘A ; . .
‘_.
{“ E] Iones flflfllfltfifafififlfl Points El
\
if Zone: Footer Zone
Home ?age footer
\
Offer Area
~
Zone: Headez-Zoneg
Horne Page Header
Q
§ R
3-25 Zones
\
W Building interactive Campaigns
9UO4
Exercise: Create Zones for My Big Bank
Scenaflo
You create three Zones for the My Big Bank Interactive Channel.
Here is a diagram of the Interaction Points and how they are grouped into Zones. &
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3-26
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Create The ZONES and associate the Interaction Points:

‘\
I Header Zone
\ — Home Page Banner
Q I SideBar Zone
— Login Box
— Search Box
I Footer Zone
— Open Checking Account Offer
— Auto Loan Special Offer
— Home Equity Loan Offer
The Interactive Channel is created and is named MyBigBank_2.
\
~ Instructions

\ . Go to Campaign > Interactive Channels.
Q
Open the Interactive Channel named MyBigBank_2.
. Configure the Zones using the data that is provided in the scenario.
4>-mix.)- Save your work.
\
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\ \
‘i
3-27 Zones
How to Check Your Work ,-
To check your work: ,-
1. Open the Interactive Channel named MyBigBank_Answer_Zones.

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2. Select the Interaction Points tab.
3. Review the Zones. Q
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5' E1 Zones andtnteraction Points Q __ ‘_ Degdfipfiun
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Zone: Footer Zane

Auto l_i:ran Offer This is the Ante Lean Offer for My Big Eank
Home Eguig Loan Offer This is the Heme Equity Lean Offer fer tit‘; Big Bank
E] Open Chec king Amount Offer This is the Open Checking Account Offer far My Big Bani
Zone: Header Zone

Home ftaee Banner ‘Fhis is the heme page banner fer rm; Big Bank
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Ne in te-raciicm paints in this zone
Zone: Sidebar Zone I

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L -"rs Box This is the login Bax fer My Big Bank
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Search Box Yhis is the sea.r"ci1 box for My Big £'=a,ni<
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Interaction Points 3-28 Q

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Purpose Q
In this unit, you are introduced to Events, Event Patterns, and Categories. Q
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Objectives

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I Create Events
I Create Event Patterns
I Create Categories
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Events and Event Patterns

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\ This is the Interact Development Phase diagram. This lesson covers the Create Events phase.
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\ Create Interactive Channeis Create interaction Points CreateEvms é ‘K
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Create/‘Code Touchpoint
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Create Interactive Fiowcharts Define Offers

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\ 4-3 Introduction
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LESSON 4.2: Events

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/-
Purpose
Q
Typically, an event is an action taken by a visitor that triggers an action in the runtime Q
environment.
Events are used in segmentation logic to place visitors into smart segments. ‘ -Q
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Types of Events
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There are two types of events:

3
I System defined events

I User defined events I
This course concentrates on User defined events, which we are calling Events. -§
System Defined Events ,-
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System defined events are triggers associated with the Interactive Channel The lnter t d
.
works with the API to connect the events from the web page to Interact. System ac events
defined co er -Q
that are typically NOT triggered by Interaction Points (human interaction).

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Example ,-_
When the visitor accesses a web page, the web page uses the Interact API to send and receive
information from Interact. Upon visitor arrival to the web page, the first system defined event -2
might be Start Session, and then the second system defined event might be Get Offer.
I
More Information on System Defined Events

This coding effort is not part of what is covered in this course. lf you need more information Q
a b out system defined events and the lnteract API, consult the System Administrator’s guide or
you can take the Advanced Interact course. I
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Events and Event Patterns 4-4

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without the prior written permission of IBM. f
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User Defined Events
\ Typically, a user defined events are triggered by visitor activity on the touch point.
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Example
Here are some examples:
I Placing a visitor into a segment
I Presenting an offer
I Logging Data
‘\
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Events
4-5
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Event Actions
For each Event, Interact has some standard Actions that you can choose from:
Event Action
Trigger Re-segmentation Reruns the flowchart and, which puts the visit into the smart segments.
Log Offer Contact Logs in the offer contact to the Contact History table.
Log Offer Acceptance Logs in the offer acceptance to the Response History table.
Log Offer Rejection Logs in the offer rejection to the Response History table.
Trigger User Expression Triggers an external call (code) to do an action. For example, this code
might say, go and get the customer’s credit score.
Trigger Event Triggers another event. This is so you can link events together.
I - I
Event Naming Convention
Event names cannot contain any spaces or special characters. You need to supply the Event
name to the person who is working to integrate the touch point with Interact.

1
\ l
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s Building interactive Campaigns 9UO4
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3
Example: Create an Event for My Web Site
\
Scenaflo
‘R
In this scenario, your company has a website that is called My Web Site. This website is the
touch point where customers visit to make purchases.
As the Interact developer, you are going to create an Event. The event that you are creating is
the LoginClick Event. The LoginClick Event is associated with the Login Box Interaction Point.
I MY WEBSITE‘
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- The Login Box is an Interaction Point that provides visitors with a place to log in to the website.
After a visitor logs in to the website:
I The LoginClick performs the action that is called Trigger Re-Segmentation that re-runs the
\ interactive flowchart.
\.
I The interactive flowchart uses the log in credentials to identify the visitor and then
determines which smart segment to put the visitor in.
‘A I Then based on the smart segment and any treatment rules, offers are displayed on the
website.
\
3 4-7 Events
\
._-_ is--'—i X _ ‘://
Procedure ‘
Use the followingprocedure to create the Login event: .

2. Open the interactive Channel named MyWebSite_Today. ‘
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lama. as
3. Select the Event tab.
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Events and Event Patterns 4-8 .

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Add Baent...
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" Save and Pieiurn Saveiand trad’?-notifier‘ r’*Caitcet~¢
5. Enter the event name as LoginClick.

6. Select the Category: Miscellaneous.
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7. Enter the Description as This is the event which is associated with the Login Box.
8. Select Actions
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4-9 Events
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10 Click Save and Return.
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Exercise: Create an Event for My Big Bank
"‘\
Scenario
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As the Interact developer, you are going to create a Checking Account Offer Event for My Big
Bank.
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The Open New Checking Account Offer has three events and each event has actions that are
associated with it:
Event Action Event Name

3
Visitor clicks Yes Logs Otter Acceptance ClickYes
\
Logs Offer Contact
Visitor clicks No Logs Offer Rejection ClickNo
“A
Logs Offer Contact
I Visitor clicks Ask Me Later I Logs Offer Contact ClickAskMeLater
Instructions

2. Open the Interactive Channel that is named the MyBigBank_3.
\ 3. Configure.the Events for the Open New Checking Account Offer using the data that is
provided in the scenario.
\
4. Save your work.
I
"A 4-11 Events

‘*4
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How to Check Your Wor k -
To check your work

1 Open the Interactive Channel named MyBigBank_Answer_Events.
2 Go to the Events tab. This is what the My Big Bank events look like:
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LESSON 4.3: Event Patterns
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~
Purpose
An event pattern is a way to personalize offers that are based on the patterns of visitor activity.
You can use event patterns to test whether one or more events occurred during an interaction
and if the specified pattern of events is met to trigger one or more actions in response. You can
also determine how long the event pattern action stays active by using the Reset Duration.
You can use event patterns in Select, Decision, or PopulateSeg processes. When an event
pattern is matched (the event pattern state becomes true), the visitor is included in a predefined
\ smart segment to which specific offers are then assigned.
The use of event patterns is optional.
Types of Event Patterns

\
The following types of event patterns are available:
\
I Match All - If all of the specified events occur, the pattern is true. By selecting this option, you
can add one or more events to the Selected Events list.
I Counter - It the specified incoming events occur a specified number of times, the pattern is
true.
I Weighted Counter - You assign a score to each event you specify, and the pattern is true if a
Q
specified total score is reached.
Event Pattern Actions

\
For each Event Pattern, Interact has some standard Actions that you can choose from:
I Event Pattern Action

Trigger Re-segmentation Reruns the flowchart and puts the customer into the smart segments
Log Offer Contact Logs in the offer contact to the Contact Histoiy table
Log Offer Acceptance Logs in the offer acceptance to the Response Histoiy table.
Log Offer Rejection Logs in the offer rejection to the Response History table.
\
Trigger User Expression Triggers an external call (code) to do an action. For example, this code I
\
= might say, go and get the customer’s credit score.
Trigger Event Triggers another event. This is so you can link events together.
§
\ 4-13 Event Patterns

\
,-
Naming Convention
p-
Event pattern names cannot contain any spaces or special characters.
Event Pattern Example A
A Touch Point markets tablets, computers, and accessories.

You have Events to record when customers view a tablet. The event is called Tabletviewed
The reset duration allows the marketer to keep the Event Pattern ‘TRUE’ for a specified period of 1
time after it fires. This allows Interact to continue targeting an end user for a period of time, the
underlying assumption being the end-user often does not make the buying decision immediately. l
So for example, there's an Event Pattern called tabletPCInterest, which listens for two events:
Tableviewed and MiniTabletViewed. The moment the Event Pattern picks up both events, it fires
TRUE. The Reset Duration keeps the pattern true for an extra 5 days so each time Interact sees }
this same end-user, they can be targeted without having to pick up one or both events from
scratch. -Q
-I
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Course materials may not be reproducedin whole or in part
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.. : a<r _-._.
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—\
..\\ Example: Create Event Patterns for the Valentine Web Site
‘\
Scenano
A
In this scenario, your company is using a website as the Touch Point. The Interactive Channel is
called ValentineWebSite.The Valentine Web Site sells chocolates, cookies, flowers, balloons,
and coffee cups.
For the two weeks prior to Valentine’s Day, you are going to look for an event pattern and based
on the event patterns, present an offer.
Create Event Patterns for these events:
‘ "x
Event Pattern
Name Include these Events Category Pattern Other Data
Valentine_Candy MMViewed Candy Match All
ChocBarViewed
‘x ChocBoxViewed
Valentine_Cookies 2DozcChipCookiesViewd Cookies Counter Counter = 5
“I
Valentine_Flowers RosesViewed Flowers Weighted Total Score = 3.

MiniRosesViewed Counter Set the score for
Carnationsviewed Roses to 2 and the
score to 1 for
carnations and mini
~»- roses.
Each event pattern uses this data:

I Start Date 1/29/2014, 7:00am
3
I End Date 2/‘I 2/2014, 11:45pm

--~ I Reset duration of 3
‘*1
I Action is Trigger Re-Segmentation
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‘I 4-15 Event Patterns

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Procedure
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Use the following procedure to create the event pattern:

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2. Open the Interactive Channel named Valentinewebsite.
3. Select Events. I
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4. Select the Event tab. §
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5. Select Add‘Event Pattern. Q
6. Enter the Event Pattern Name as Valentines_Candy.
Events and Event Patterns . 4-16

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Edit Event Pattern... H
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aiencirtes Day. Z1; is baaed or: matching" ail of the
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Start Datefime "Z!29I28'§4 Ii;
are Datefirre
\ Reset Duration: 3 gjlilayst
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7. Enable is On.
\ 8. Select the Category: Candy.
9. Enter the Description as This is the event pattern for an offer around Valentines Day. It IS
based on 10 visits and searches for chocolate, cookies, and flowers.
‘\ 10. Select the Start Date Time as January 29 of next year.
11. Select the End Date Time as February 12, of next year.
\
12. Select 3 days as the Reset Duration.
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Building Interactive Campaigns 9UO4 A
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Edit Event Patte rn... ».
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-Pattern Type: grtatgnaat E

Pattern fires when ALL of the selected Events occur.
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g Avaitabte_E'vents: ‘ Setected Events:
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13. Select the Pattern tab.
14. Select the Pattern Type as Match All.
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Events and Event Patterns 4-1 8

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15. Move the three chocolate candy Events to Selected Events:

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I Ch0cBoxViewed.
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Pattern Type: ltd/:|.t.<:h All 1
I Pattern fires when ALL of the selecteat Events career.

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j Avaita ble Events: Setectecl Events:
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16. Go to the Action tab.

‘\ 17. Select Trigger Re-segmentation.
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19. Create the Event Patterns for Valentines_C0okies and Valentine_Flowers. -_
20. After you create these patterns, click Save and Return.
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Here is what event patterns look like:
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v Event Patternsfi} _.
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3 4-23 Event Patterns

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9UO4
LESSON 4.4: Categories
Purpose
Categories provide a method to organize and group events and event patterns. Multiple
categories can be created to visually separate different types of event and event patterns. Each
event or event pattern can be a member of one category only.
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Example: Create a Category for My Big Bank
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ax For your Interactive Channel, My Big Bank, create a category that is called Home Loan Events.
Add the following Events to the Home Loans Events category:
u Home Loan - 30 year
I Home Loan - 15 year
Procedure
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Use the following procedure to create the categories.

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2. Open the interactive Channel named MyBigBank.
3
3. Select Events.
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5. Click New. '
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7. Enter the Description as This category contains all the offers for the Home Loan
Department.
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8. Click OK.

4-26
Course materi_aIs may not be reproduced inwhole orin part
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Manage Categories " M
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fviscefianeous 5 tliscellaneous
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9. Click Close.
\ 10. Select the Home Loan - 30 year event to move to the Home Loan Events Categories.
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-_ 1 1. Click Move selected items to the following category.
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Now, both Home Loan Offers are assigned to the category named Home Loan Events.
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Building interactive Campaigns 9UO4 _
.-

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Purpose C ‘
In this unit, you are introduced to the Interact processes that can be used to create an Interactive
flowchart.
.0
Objectives l .I-
4
I identify icons on the flowchart tool bar J»
I Define Session and Profile data

1
I Create a Session
I Create an interactive flowchart Q
I Configure an Interaction process

I Configure a Decision process
‘-
I Configure a Populate Sec process (Smart Segments)
I Configure a Select process
I Configure a Sample process
I Test Ftun a flowchart
interactive Flowcharts 5-2

1

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interact Development Phase Diagram

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This is the interact Development Phase diagram. This lesson covers the Create interactive
Flowcharts phase.
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Create Interactive Channels Create interaction Points Create Events u
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5-3
‘\ Introduction
-\
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LESSON 5.2: Interactive Flowcharts
Purpose
Interactive flowcharts provide the segmentation logic for real-time interactions.
When Events trigger resegmentation, an interactive flowchart is run. The flowchart accesses the
profile table (input) to get the profile data about the visitor and places the visitor into one or more
smart segments.
Interactive flowcharts are different from Campaign flowcharts as they run in real-time and only
work with one ID at a time.
Flowchart Processes
Flowchart processes create the logic in the flowchart. Interact provides several flowchart
processes for you to use in interactive flowcharts.
All interactive flowcharts must start with an Interaction process, go through data manipulation
processes, and end in at least one PopulateSeg process.
Flowchart Processes include:
I Interaction
I Decision
I Populate Seg
I Select
I Sample
I Snapshot
Snapshot process is not covered in this training course, as it is not used often.
Interactive Flowcharts 5-4

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Building interactive Campaigns - 9UO4

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Example of an Interactive Flowchart
\ This is an example of an interactive flowchart:
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5-5 Interactive Flowcharts

Example How Flowcharts work with Interactive Channels and Touch Points
This diagram represents how a Touch Point, an Interactive Channel and an Interactive
Flowchart work together.
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Flowchart Tool
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Purpose
IBM Interact provides a flowchart tool, which you use to build interactive flowcharts. The
flowchart tool provides a tool bar, process palette, workspace, and a panning box. The flowchart
tool runs in a separate window. It has two modes, view and edit.
Interact Flowchart Tool Workspace Example
This is an example of the flowchart tool workspace:

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‘ 5-7 Interactive Flowcharts

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Parts and Function: Flowchart Tool Workspace Example
This is the parts and function table for the Flowchart Tool Workspace example:
, - _
Part Function
l_
‘ Process Palette ._,
The Flowchart Palette contains processes that you can drag into the 7l
workspace to build
' your flowcharts. By default, all process types are
displayed.
Tool Bar _i‘ The Tool Bar contains all the functions that are used when build‘ _, I
editing flowcharts. ing and I

lfworkspace I 1
The workspace is where you configure and connect r
to build your flowchart. When you~ create or edit flowcharts
p ocessa boxes
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separate flowchart window opens.

Panning ‘ The workspace has a panning option. Use the small gray box in the low A I
1
right corner to pan across the flowchart and highlight the portion that you I
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Flowchart Tool Bar Example J

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This is an example of the Flowchart tool bar. in‘

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5-8
__“ _
_ =.~.==n——-t? ._ . ‘-_- 4
5 Building Interactive Campaigns
\
Flowchart Tool Bar Icons
§ This table provides a picture of the icon, the icon name, and the icon function
\
Icon
Flowchart Icon Name Function
Edit Edit the flowchart.
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Add a Add a flowchart to the campaign.

§
Flowch
Run Run the flowchart. Choices are:

I Validate Flowchart
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I Test Values for Event Pattern State
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I Test F-tun Flowchart
§ Sched Schedule a process. Choices are:
1" \ I Schedule This
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I View more Schedules
Properti Edit Flowchart Properties:

Q
I Flowchart Name
I Flowchart Description
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Add a Add a flowchart to the campaign.
I. ,2‘;
Flowch
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Copy Copy the selected process.

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Delete Delete the entire flowchart.

Flowch
Zoom In Increase the size of the flowchart.

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Zoom O Decrease the size of the flowchart.

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Icon
Flowchart lcon Name Function
Reset Resets the zoom to the previous size 7
‘mg Zoom
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Fit Fits the flowchart content to your screen

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Contents
Search Search tor a process box by name in a flowchart

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T Zoom Increase or decrease the size of the flowchart j
Help Access the help system.

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Options Options include:
tr;-.1 I Custom macros
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I Stored Derived Fields
I Stored Templates
I Stored Table Catalogs
I User Variables
I Parameter List
I Save and Publish
I View Log
I Logging Options
I Enable Logging
I Clear Log
Admin Admin options include:
Y I Tables
Q» R2»
W I Data Sources
Select All Select all processes in the flowchart

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Cut Cut the selected process.
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Interactive Flowchart s 5 10
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Q Icon
Flowchart Icon Name Function
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' Paste Paste the selected process.
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Delete Delete the selected process.

Selected
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Change Changes the layout of your flowchart. Choices are:

Layout I Tree
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I Org Chart
I Circular
I Hierarchical
Horlzontall Aligns the selected processes box to be horizontal and
Vertical vertical.
\
\
Align Left Aligns two or more selected processes boxes to the left.
Align Right Aligns two or more selected processes boxes to the

right.
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Align Top Aligns two or more selected processes boxes to the top.
Align Aligns two or more selected processes boxes to the

Bottom bottom. ~
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Align Aligns two or more selected processes boxes vertically

Center in the center.
feat Vertical
Zoom In Increase the size of the flowchart.
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Zoom Out Decrease the size of the flowchart.
-
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5. 5 Interactive Flowcharts
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Icon
Flowchart Icon Name F
Reset R esets the zoom to the previous size
Rig I Zoom
Fit Fi ts the flowchart content to your screen

Contents
Cancel and D iscard the changes that are made since the last save
Discard to the flowchart
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Save S ave the changes that are made and continue to edit
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Save and S ave the changes that are made and exit the flowchart
Exit
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Building Interactive Campaigns 9U()4
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Example: Create a Session
Q
Scenaflo
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As in Interact developer, you create a session and add an Interactive flowchart for My Web Site.
Procedure
Use this procedure to create a Session:

1. Go to Campaign > Sessions.
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2. Click AddaSession.
, My Sessions
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3. Enter the Session Name as MyWebSite.
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5. Enter the Description as This is the session for the MyWebSite example.
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6. Click Save Changes.

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* Session Summary
Security Puticy:
Global Policy
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Descniptrion:
\ for the MyWebSite example.
7. Click Add a Flowchart.

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s Y Flowchart Properties
Flowchart t-lame: “I
Flowchart 1
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Howe hart Desc ription:
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Building Interactive Campaigns 9‘-J94 I
8. Enter the Flowchart Name as |nteractiveFIowchart.

I
9. Enter the Flowchart Description as This is an interactive flowchart for MyWebSite.
10. Select Interactive Flowchart. I
11. Select the MyWebSite as Interactive Channel. I‘

12. Select Individual as Audience Level.
I‘
I‘
Y" Flowchart Properties
I
Filowcrhart Name: **
trite-racti'.'eFliJ wchart K
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13. Click Save and Edit Flowchart. The flowchart tool opens.
14. Save and Exit the flowchart.
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Interactive’ Flowcharts
5-16
Course materials may not be reproduced inwhole or in part ‘ ' r
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LESSON 5.3: Profile and Session Data
\
“
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Purpose
1
1 in Interact, the term session is also used to refer to the connection between the touch point and
Interact. ‘
“L
—'\
Profile Data
‘R Once the flowchart runs, Interact looks into the profile data to identify the visitor and retrieve
stored data about the visitor in order to put the visitor into a smart segment.
—\
—\
Session Data
~1
'\ The interactive flowchart can use both on-line and off—line data:
I On-line data is the data that is captured during the session.
’\
I Off-line data is the data that is stored in the Profile table. This data is typically the marketing
data that has been collected.
Q
5-17 Profile and Session Data
%
'5
Profile and Session Data
Example
Session data can be helpful even if the visitor or caller is anonymous

For example , datae n t ere d in a search field or time of day could be sent to In l\1\
l\
determine offers presented teract and used to
If the visitor or caller IS known, the identifying information can be sent to Interact In that case,
the data in the p rofileta bl e can be accessed to help determine offers presented
/‘l‘
Exam;-is Profits and Session Bats ‘\l\
s.
W.»-......__,__ Known Caller
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Lnlmown Website Visztor
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Profile Table Columns Example
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In this example, the visitor profile data in the Profile table is:
\
I AudlD
\ I Acct Open Date
I Device Model
1
I Rate Plan
i I Pre-Segment
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During the Session, the following data is collected:
I Search Terms
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I Page Topics
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5-19 Profile and Session Data
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Building interactive Campaigns’ 9UO4
LESSON 5.4: Interaction Process
Purpose
Every interactive flowchart must start with an lnteractio

i defines the number of audience records that are processednduring
process. TheRunInteraction
a Test process
of the flowchart.
The input table for the interaction process is the profile table that was configured for the
interactive Channel.
Audience Record
An Audience record is typically a subset of the actual profile table with data variety sufficient to
test the various branches in the flowchart.
r r r r r rfflf
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Example: Configure an Interaction Process
4\
Scenario
F\
in this example, you are beginning to work on your interactive flowchart for My Web Site. Every
‘\ Interactive flowchart starts with an Interaction Process. Configure the interaction process to limit
~ _
the test run input records to 10.
4\
' \
' The session is created and it is named MyWebSite.
IX
/._
Procedure
Use this procedure to configure an interaction process:

-\
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l\‘ 2. Select the folder that is named MyWebSite_Example.
3. Select MyWebSite.
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4. Select lnteractiveFlowchart. The flowchart opens in another window.
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For The interactive Channet: M§g¥‘\1ehSite t

4\
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5. Click Edit.‘
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5-21 interaction Process
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7 Open the Interaction process to configure it.

8 For the Test Run Size, Select Limit input records to and enter the number 10.
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9. Select the General tab.
ri@ta¢;¢ri¢ni'pi@¢e:sf cémfiglgggfsm‘ -C ..
input General 1. K
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;i Specify generat information on the pm-zess-~
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10. Enter Get Profile as the process Name.

11. Enter the Note as Use the interactive profile table for the individual audience.
12. Click OK. T ‘ i.
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interactive Flowcharts
5-24
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'§
LESSON 5.5: Decision Process

\
1
Purpose
-‘ ' The Decision process looks at the visitor profile and then assigns the visitor to a branch based
on some criteria.
‘\
The Decision process can be connected to the interaction, Select, Decision, or Sample process.
it works with processes that create cells. One flowchart can contain multiple decision process
and decision processes can be connected to create parent and child branches.
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5-25 V Decision Process
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It
Example: Configure a Decision Process
Scenaflo
in this example, you create the interactive flowchart for My Web Site. in your flowchart, you are
checking to see if the visitor profile data (Gender) identifies the visitor as Male or Female. Later
in the flowchart, you use the output of the Decision process to create the Smart Segments.
Create twobranches: Q
Branch ' J Expression , _
Male I Gender_C0de=’M’ l
Female * [Gender_Code=’F'
Procedure r
Use this procedure to configure a Decision process:

1. Go to Campaign > Sessions. rA
2. Select the folder that is named MyWebSite_Exampie.
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5. Click Edit.
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6. Add a Decision to the flowchart.

7. Connect the Get Profile process to the Decision process.
5-27 Decision Process

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dbe_interacti~.'e_profi§e
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10. Change the Branch Name to Male.

\
11. Select Based On as dbo_interactive_Profile.
§ 12. Select Individual IDs With.
13. Create the expression for this Branch, Gender_Code = Male.
§‘
I in Available Fields, expand dbo_interactive profile

\ I Expand the dimension table, dbo_indiv_demographic
\.
I Find Gender_Code
I Click Use
. .. ......
Facnty
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dbo_mdiv_dem0§:apht-c
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14. Click OK.
15. Select branch2 to configure the second branch. S
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16. Change the Branch Name to Female.
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18. Create the expression for this Branch, Gender_Code = Female:
\ I ln Available Fields, expand dbo_interactive profile
u Expand the dimension table, dbo_indiv_demographic
I Find Gender_Code
n Click Use
Expression:
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I Select“F”
I Check Syntax and click OK.
19. Click OK.

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Building Interactive Campaigr.s 9UO4
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_ 23. Name the process Branch.

F 24. Click OK.
_* 25. Save and Exit the flowchart.
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LESSON 5.6: Populate Seg Process

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Purpose
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The Populate Seg process creates Smart Segments.
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Upstream processes provide the visitor profile data to the Populate Seg process. The Populate I
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Visitors end up in one or more Smart Segments that are based on the previously defined logic
and branching in the flowchart. I I‘
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Smart segments are used in Treatment Rules within Interaction Strategies. Specific Zones and
Otters are associated to Smart Segment to control what offers are presented to the
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Smart Segments can be viewed from the Campaign > Segments. i
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Example: Configure a Populate Seg Process

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Scenario
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In this example, you are creating the Interactive flowchart for My Web Site. You already
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configured the Decision process to create two branches: ‘
Branch Expression
\
Male Gender_Code=’M’ I
\ Female Gender_Code=’F’
Q Configure the Populate Seg process to create a Smart Segment for the Male branch and a
Smart Segment for the Female branch.
\
\
Procedure
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\. Use this procedure to configure a Populate Seg process:

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Q 2. Select the folder that is named MyWebSite_Example.
\ 3. Select MyWebSite.
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5. Add the Populate Seg process to the flowchart.
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5-35 _ Populate Seg Process

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Interactive Flowcharts j_.1;n_1> n_ |k>_|\r~_t|» _ rn.¢>-I

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5-36
without the prior written permission of<|BM._
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8. Select the Input Cell named Branch.Male.

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tesult Segments 5: General kg
g Select the type of segmentation desired.»-W
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9. Select Segment Name.

10. Select the drop down.
11. Select New Segment. The New Interactive Segment popup is displayed.
Name: H ’~
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Description:
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12. Enter the Smart Segment Name as MyWebSite_Men.

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13. Enter the Description as This is the Smart Segment for My Web Site.
14. Leave the Create Under as All Segments.
15. Click OK.
16. Select the Input Cell - Branch.Female and create a new segment named
MyWebSite_Women. '
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5-37 V Populate Seg Process
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17. Click OK. 1T_‘it1_

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18. Test Run the flowchart to create the Smart Segments. i
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20. G0 to Campaign > Segments and see it your Smart Segments are there.
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its-n This is a smart segment for My Web Site. This segment
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Genderjozi-e = -F.
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5-39 Populate Seg Process

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LESSON 5.7: Select Process

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You can use the Select process to create advanced expressions to select data.
The Select allows you to incorporate any User Variables, Events, and Event Patterns that you l
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Example: Configure a Select Process
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Scenario
In this example, configure a Select process with an expression Age < 40.
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Procedure
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2. Select the folder that is named MyWebSite_Example.
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Yet Deployed ..
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5. Click Edit.
5-41 Select Process

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7 Connect the Get Profile process to the Select process.
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9. Select as dbo_|nteract|ve_profile as Select based On:
10. Select Individuals IDs With.
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_ E " ’ ’ '5 §dbo_interactive__orofile

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5 Expression: ‘ ’ ‘K
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5-43 Se Iect Process

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11. Configure the Select process for the expression Age < 40.
I Expand dbo_interactive_-profile \
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I SeIectAge “; f§
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I Select Less Than (<)
I Select Value and enter 40
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The Sample process enables the creation of Sample groups. Since only one visitor passes .0
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Samples can be used: P
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Sampling Methodology
IBM Interact uses the Deterministic Hash Function for sampling. F

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itself is not important. The idea is if the same visitor comes through the flowchart a second time
and the hash seed IS ' unc h anged, they are placed into
' the same Sample. 7-
Typically in Interact, you want your visitor to end up in the same Samples, so you would not H‘-
change the Hash Seed.
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Example: Configure a Sample Process

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In this scenario, you are going to test a new Tablet offer with your visitors. You want to see if this
\ new offer is appealing to your visitors, and test the offer over the next 30 days. You are going to
take visitors can divide them into two Samples.
\
Use the Sample process to create these samples and then use treatment rules to assign offers:
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Sample Name l Percentage Offer Presented
Controlsample 95 TabletOffer2014
TestSample 5 Tab|etTestOffer_June2014
The interactive Channel is created and it is name MyWebSite.
ln this scenario, you would use the data that is collected to determine if the new offer is more
1 acceptable that the old offer. That part of the scenario is not covered in the example.
, .
‘\
_ Procedure
1
- Use this procedure to configure a Sample process:

\
2. Open the MyWebSite.
’ 3. Select the flowchart that is named |nteractiveFlowchart2 (MyWebSite).
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‘\ 5-47 Sample Process

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Associated Strategies:
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f For The Interactive Channel: MyWebSite
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6. Add a Sample process to the flowchart.

7. Connect Get Profile to the Sample process.
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5-49 Sample Process
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11. Change the name to ControlSample.
12. Update the Size to 95.
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14. Change the nante to TestSample.
15. Select All Remaining.
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16. Leave the Hash Seed set to the default value.
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Sampling Method:
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east Seed: §39Di§1
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Reset every days

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17. Select General.
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18. Name the process Tablet0ffer.
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19. Click OK.
20. Add a Populate Seg process to the flowchart.
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21. Make the Tablet0f"fer as the input to the Populate Seg.
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5-51 Sample Process

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25. Save the flowchart.

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26. Test Run the flowchart.
\ 27. Save and Exit the flowchart.
28. View the Strategy associated with this Campaign. Go to Campaign > Campaigns.
29. Open the Campaign that is named TabIetStrategy.
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5-53 Sample Process
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1 it is assigned to the Footer Zone

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I Offer that is presented is TabietOffer2014
For the TabietOffer_TestGroup segment:
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I Offer that is presented is TabietTest0ffer_June2014
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LESSON 5.9: Test Run Flowcharts
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Purpose
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The interactive‘ flowchart is created in the design environment and only has access to test data.
The test run data is stored in test run tables that are configured as data source by the
\
administrator. The test run data is used to emulate the real data that will be used in the
production runtime environment,
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Test Results
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l Interactive flowcharts are created in the design environment and are test run to ensure they
work as expected once they have been deployed to a runtime environment. Before deploying a
7% number of test run reports can be run to show whether or not the logic in the processes is
correct and to show if any errors occurred.
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Test Run Reports g

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’\
Report 1 Data
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Test Run Segment Data I Audience lD, Assigned Segment ID and Segment Name
Test Run Attribute Data All of the fields in the profile table
Test Run Cell Counts Process lD, Cell lD, Cell Count, Cell Name and Cell Code
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Test Run Errors 1 Process ID, Error Code, Error Message and Seg ID
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5-55 ‘ Test Run Flowcharts

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lnteractiveFlowchart2. g a report or the flowchart named I
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Procedure "
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1. Go to Campaign > interactive Channels. g
2. Open MyWebSite. F I
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5-57 Test Run Flowcharts A

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5-61 Test Run Flowcharts

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Building Interactive Campaigns 9UO4 D
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‘ LESSON 5.10: Exercise: Create an Interactive Flowchart for

4-
'~ My Towne Bank

“x
‘ Scenario
.
1 In this exercise, you create the interactive flowchart that runs when a customer logs in to the My
= Towne Bank Web Site. This interactive flowchart provides the decision logic for the offers that
‘ are displayed on the Accounts page. Visitors to the website are segmented into four smart
" segments.
,\' The Smart Segments decision criteria is:
' " I LowScore Segment is based on Score < 33
-4
. I MediumScore Segment is based on Score >= 33 and Score < = 66
__ I HighScore Segment is based on Score > 66
. I Married Segment is based on Marital Status = Married
" Use this data to create the Interactive Flowchart:
‘gr I Session Name: My Towne Bank Session
I Flowchart
#1 — Name: Accounts Page
-,) -— Audience Level: Individual
S‘ — Interactive Channel: MyTowneBank
‘*1
I Interaction process
~ Input Table: dbo_interactive_pr0fiIe
— Test Run Size: 10
~ Process Name: Get Profile
- I Decision process
— Input: Get Profile Interaction process
— Mutually Exclusive Branches
Ts — Based on dbo_interactive_profile .
—— Branchi Name is LowScore and is based on Score < 33
-\
— Branch2 Name is MediumScore and is based on Score >= 33 and Score < = 66
— Branch3 Name is HighScore and is based on Score > 66
— Process Name: Scores
Select process
\ — Input: Get Profile Interaction process
» Based on dbo_interactive_profile I
‘~ — Select Individual IDs With Marital Status = Married
__ — Name: Married
5-63 Exercise: Create an Interactive Flowchart for My Towne Bank
“ Course materials may not be reproduced in whole or in part _
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I Populate Seg process

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~ Input: Married and Scores I’

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~ SmartSegment Name: LowScore 4’ .

11
— Smart Segment Name: MediumScore r
— Smart Segment Name: HighScore Z Z I’
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~ Smart Segment Name: Married '

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— Name the process: Smart Segments ' i
A I
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Instructions
‘\
Use the following instructions to complete the exercise.- I P
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g -1 . Go to Campaign > Sessions.
I '\
Open the folder that is named My Towne Bank. A i
. Open the Session that is named My Towne Bank Session. it P
it
xscoi.u Open the Acco u nt s Page tab and create the Interactive Flo h
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Save it IU iiuwurlarl. ' F‘

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. Test Run the flowchart.
Save and Exit the flowchart. ~ 'F S _ F‘
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.° .\l°7$'-"I Go to the Campaign > Segments and se

e if the newly created Smart Segments are there. i
Course materials may not be reproduced in whole or in‘ part “ ' ' ‘ 5-64 I AL,
t without the prior written permission of IBM.
3
\—.
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If you need help, refer to the Exercise Solution or see the Session that is named Towne Bank
Website Channel Session on the course image.
\ How to Check Your Work

\
The final flowchart looks like this:
ax
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5-65. Exercise: Create an Interactive Flowchart for My Towne Bank

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Go to Campaign > Segments. The segments are listed.
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Exercise Solution
\
Here are the detailed steps that were used to complete the exercise:
rs
\ 2. Go to a folder named My Towne Bank.
3. Open the session that is named My Towne Bank Session.
'§
4. Open the Flowchart Named Accounts Page.
‘Q 5. Click Edit.
i
6. Add an Interaction process to the workspace and configure it using this data:
— Input Table: dbo_interactive_proiile
‘\ — Test Run Size: 10
-— Process Name: Get Profile
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1 Size Ail input records
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Limit input records to:
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7. Click OK to save.
‘I 8. Add a Decision process to the flowchart.
9. Connect the Get Profile Interaction process to the Decision process.
‘Q
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5-67 Exercise: Create an Interactive Flowchart for My Towne Bank

'5
- Course materials may not be reproduced in whole or in part
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10. Configure the Decision process as follows: i '
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—- input: Get Profile interaction process a
— Mutually Exclusive Branches 1

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— Based on dbo_interactive_protile ’
~ Branchl Name is LowScore and is based on Score > 33 i
Branch2 Name is MediumScore and is based on Score >= 33 and Score < = 66 i
— Branch3 Name is HighScore and is based on Score > 66 i
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'— Process Name: Scores i
Decision General
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11. Click OK to save. C

12. Add a Select process to the flowchart.
13. Connect the Get Profile process to the Select process.
14. Configure the Select process using this data: i‘_
— input: Get Profile interaction process
~ Based on dbo_interactive_profile
— Select Individual lDs With
— Create the expression Marital Status = Married
— Name:‘Married l‘_i‘
I‘
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5-68 » I t
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L 15. Add a PopulateSeg process to the flowchart.

16. Connect the Scores and Married processes to it as the input.
17. Open the PopulateSeg process.
g. 18. Select All the cells as input.
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5-69 Exercise: Create an interactive Flowchart for My Towne Bank

P Course materials may not be reproduced in whole or in part
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Building interactive Campaigns 9UO4 B n
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19. Configure the Result Segments. Use the_lnput Cell and create the associated Smart
! 0-
Segments using this data: i
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Input Cell Segment Name l
Scores.LowScore LowScore
Scores.MediumScore
Scores.HighScore
MediumScore
HighScore
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Married ‘ Married
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Aiter you configure the segments, the Segment Names are displayed.
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20. Select General kl
21. Name the process Smart Segments. ;

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22. Click OK.
1
23. Save the flowchart.
24. Test Run the flowchart. I.
5-70
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Building interactive Campaigns 9U 04

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25. Save and exit the flowchart.

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The solution can be found at Campaign > Sessions > Answer_MyTowneBankExercise. The
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session name is Answer. The flowchart is named Account.
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Building interactive Campaigns 9UO4 g ‘
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LESSON 6.1: introduction Q
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Purpose Q
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in this unit, you are introduced to Offers and Offer Constraints.
Objectives

I Create Offers from an Offer Template
I Create a duplicate Offer '
I Create an Offer list
I Add Offer Constraints

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This diagram is the interact Development Phase diagram . This lesson covers the Define Offe rs l
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Create interactive Channels Create Interaction Points Cmate E"em$ "3
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Create interactive Flowcharts Define Qfferg ?fCreate Treatment Rules 3’ V
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Offers
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‘ LESSON 6.2: Offers

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.' Purpose
Offers used in real-time interactions are created using iBM Campaign's offer management.
Offers are associated to Smart Segments and Zones by applying Treatment Rules.
Q ‘
A Offer Creation Methods

'\
_\» You can use either of these methods to create an offer:

~ I Create an offer from an offer template
-
I Create an offer by duplicating an existing offer
_-\
Best Practice
5
A it is a best practice to organize offers into folders.

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6-3 Offers
" Course materials may not be reproduced in whole or in part
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Interact Offer Templates
Purpose
You create offers using the offer templates. You can see and use offer templates for which you
have permissions. Offer templates define:
I Offer code format
I Treatment code format
I Offer attributes and their display order
I Whether attributes are static or parameterized
I Default values for offer attributes
I Interaction Point ID
I Interaction Point Name (you defined this, when you created the Interaction Points)
Offer templates cannot be deleted, but they can be retired to prevent further use.
Interaction Point ID and Name

4-.
You must enable the interaction Point (IP) ID and Interaction Point Name offer attr'b t f T‘:
offers that are used by Interact. These attributes must exist, and are automatically
durin g run t'ime, overwriting
'
I upopulated
es or all
any default IP ID or IP Name attributes you defined. The IP ID is the
internal ID and the IP Name the name for the interaction point that is associated with the offer.
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Offer Template Creation 1 5 '_'
This course does not cover Offer template creation.
Offer Template Attributes I

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In Interact, there are several types of attributes that are used in Offer Templates: J
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I System defined attributes - These attributes come with the product There is a small t f
Product, IP Name, and IP ID. '

. Name, Description,
attributes that all Interact offer templates must have: Offer Code, Offer se o
I Custom attributes - A custom attribute is an attribute that your team creates after the system »
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is installed. These custom attributes can be used in one or more templates.

I Static attributes - A static attribut e can h ave a default value. The value is set when the offer is
created. When the offer is assigned the value cannot be changed.
I Parameterized att ributes - When the parameterized attribute is added to the offer template is
assigned the default value. The value can be changed when the offer is created. And when P
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the offer is assigned the value can be changed.
Offers
6-4
Course materials may not be reproduced in whole orain part
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Example: Create Offers for My Web Site
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You create some offers for the My Web Site Touch point.
'\ The offer template that you need to use is TB_lnteract Offer.
The Interaction Point Name is Offer Area.
Create the following offers and save them in a folder that is called My Web Site:
Q" I
n Male New Arrival Shoes
c I Female New Arrival Shoes
~“ Procedure
‘\
Use this procedure to create offers:
_ 1. Go to Campaign > Offers.
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Hosgitafiy Insurance
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internationai if more
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\ 2. Click Add Offer.
'\
6-5 Offers
3 Course materials may not be reproduced in whole or in part
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4. Enter the Otter Name as Male New Arrival Shoes.

5. Enter the Description as This is the offer for Men's Shoes that have just been added to
our catalog.
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1 12. Update the Offer Name to Female New Arrival Shoes.
V 13. Update the Description to This is the offer for Women’s Shoes that have just been added
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\. ‘F TB_lnte ract Gffer

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. Sect: rity Policy: “

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This I5 the offer for Warren‘: Sim-es that its-re just been added to our catalog.
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15. Return to Campaign > Offers.

16. Select the two new offers. K
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_ . 18. Select the destination folder as My Web Site.
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6-1 1 Offers
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20. Select the My Web Site folder. The offers are now in the folder.
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Exercise: Create Offers for My Towne Bank
‘\
- Scenario A
You create some offers for the My Towne Bank Touch p oint. Th e offe r template that you need to
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use is TB_lnteract Offer.
Create the following offers and save them in a folder that is called My Towne Bank:
\
u CD Offer
\ I Free Checking Offer
I Mortgage Offer
'\
The Interaction Point Name is Offer Area and the Interaction Point ID is 0..
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Instructions
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1. Create the My Towne Bank Offers Offer folder.
5 2. I Create the Offers using the information in the scenario . Choose any value for offer attributes.
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3. Move the Offers. to the My Towne Bank Offers folder.
\ How to Check Your Work

’\
To check your work, go to the Campaign > Offers > Answer_OfferExercise folder.
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Building Interactive Campaigns 9UO4 _
Review the Offer details for the Free Checking Offer.

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LESSON 6.3: Offer Lists
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Purpose
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Offer lists are groups of offers that you can create to facilitate assigning multiple offers. The
same offer can exist in more than one ofter list.
\
Types of Offers Lists
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There are two types of offer lists:
n Static offer lists
I Smart offer lists
Static Offer Lists '

\
Static offer lists are pre-defined lists of offers whose contents do not change unless you edit the
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Smart Offer Lists
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Smart Offer lists are dynamic lists of offers. Each time the list is used a different set might be
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6-15 Offer Lists

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Example. Create an Offer List
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Scenario -1
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In this example, you create an Offer List. The Offer List contains any offers for mortgages.
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To create a new offer list: i §
1. Go to Campaign > Offers > MyBlgBankOffers. r

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2. S6i8Ci Add 8 |.iSl. ' l_l_l

3. Enter the Offer List Name as Mortgage0fferList. :-
4. Enter the Description as 15, 20, and 30 year Mortgage offers.
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6-1 6
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Name: ‘W
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6-17 Offer Lists

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5. Select the Offers to include from MyBlgBankOffers:
I Mortgage 30 year I
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I Mortgage 20 year
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n Mortgage 50 year
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6-19 Offer Lists

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_ Building Interactive Campaigns 9UO4
LESSON 6.4: Offer Constraints ‘ “

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Purpose
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Offer constraints provide a way to limit the number of times offers can be presented over a I 3
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defined period of time. Offer Constraints are applied at th f ld l
ii- want to apply Offer Constraints to a single offer, you must eputo it er
in aevel or to an Offer List. lf you
folder. £1‘
Use offer constraints to:

I Apply a start and stop date
‘;f»§‘;1.§g__;1A“ :é4:
I Number of Impressions
I Distribute Offers evenly
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Start and Stop Date
You can set the time period when the offer should be presented to visitors. ‘
Example l
The offer is only presented from March 1 to March 31.
Number of Impressions it
.-
You can set the maximum number of time

s you want the offer to be presented to all visitors. 1 .4
Distribute Evenly A»
You can present the offer based on: Z Q
I Maximum number of impressions for the offer

I Time period in which you want the maximum number of impressions to be presented to Y
visitors in hours, in 7 days, in 40 days, or in a Calendar Month
Example C
You can only present the offer 1000 times during the next month. Since you do not want the offer ‘
to be presented all 1000 times in the firstf d ' ' '
ew ays, you use the distribute evenly option.
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Offers
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Course materials may not be reproduced in whole or in part » 6-20
without the prior. written permission of IBM.
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A‘ .
T Example: Add Offer Constraints for My Web Site

’\
~A Scenario
x The following offers are available for My Web Site:

_: I Male New Arrival Shoes Example (folder named Mens Shoes Offer)
I Female New Arrival Shoes Example (folder named Womens Shoes Offer)
. Add the follow offer constraints:
"i I Offer Presentation Time Mens NAS - The Male New Arrival shoes offer is only presented for
f the month of April.
ii I Offer Limit Impressions Mens Shoes- Alter the offer is presented 1000 times. The offer is no
-'\
' longer be presented. '
* I Offer Distribute Evenly Womens Shoes - This constraint limits the number of impressions to
- 1000 of the Womens Shoes Offers across seven days.
"‘ Procedure :
’\
.1 Use this procedure to create the Offer Constraints:
1. Go to Campaign > interactive Channels.
a, 2. Select MyWebSite.
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3. Select the Constraints tab.

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6-21 Offer Constraints

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5. Enter a Name as Offer Presentation Time Mens NAS.

6. Enter a Description as The Male New Arrival shoes offer will only be presented for the
month of April.
7. Select in Folder.
\ 8. Select Mens Shoes Offer.
9. Enter the Start serving offers after April 1, 2014.
‘\
10. Enter the Stop serving offers after April 30, 2014.
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11. Clear the number of impressions.

12. Select Enable.
13. Click Save and Add Another. 1-A
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14. Enter a Name as Offer impression Limit Mens Shoes. L

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_‘ 1 '15 presented to 1006 impressions starting on June 1, 2014 "
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1'3“ m raider !§;—ns Shoes Offer 3 ‘

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15. Enter a Description as This offer constraint I’ 't ls

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' only
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17. Select Mens Shoes Offer.
18. Select a start date of June 1, 2014. f“
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Offers
6-24
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19. enter the number 1000 for impressions.
\ 20. Click Save and Add Another.
21. Enter a Name as Distribute Offer Evenly Womens Shoes.
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~ .\> Tliihis constraint limits the number of impression to 19% impression
"lot the Wmnens Shoes Offers across days, starting on Marci": 3 2614.
= >.-.~i
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\. Definition: .
\
R:-r the collection of offers...
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57 Enable 5:‘ Disable

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\ 22. Enter a Description as This constraint limits the number of impressions to 1000 of the
' Womens Shoes Offers across 7 days starting March 14, 2014.
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l 24. Select Womens Shoes Otter.
25. Select a start date of March 14,2014.
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26. Enter at most as 1000.
27. Select per as 7 days.

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28 Click Save and Return.
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lj Constraints E " - . w ~~
Description T p r
Deistritziute Offer Evenlig Wcrmens Shoes
This constraint limits the omits»;-r of immessien to 1% imp
otter impression 1_i~mi=i: liens Shoes This offer constraint limits the number of time the Liens tie
""l"i"l"i Ofier Fresentation Time liens HAS
Hie Male New Arrival shoes. offer will only be presented for
of constraints per page: Refresh
Q
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6-26
Course materials may not be reproduced in whole or in part \
withoutthe prior written permission of IBM.
“'5

‘K
-\
Exercise: Add Offer Constraints for My Towne Bank
\
\ Scenario
The following offers are available for My Towne Bank:

-\
‘\ Offer Folder Name Otter Name
\
TowneBankCDOfier CD Offer -
TowneBankFreeChecking I Free Checking Offer
"\
TowneBankMortgageOfier- ‘ Mortgage Otter
\
Create the Offer Constraints based on the following information:
\
n CD Ofier is for the month of June, name this constraint JuneOffer_CDOffer
I Free Checking Offer is for the month of July, name this constraint JulyOffer_FreeChecking
"\
I Mortgage Otter is for the month of August, name this constraint AugustOffer_Mortgage
x The interactive Channel name is MyTowneBank.
’\ Instructions
’\
Use this procedure to create the Offer Constraints:
'\ . G0 to Campaign > Offers.
Review the Offer folders that are listed in the scenario and see if the Ofiers exist.
\
. Open the interactive Channel named MyTowneBank.
vi>s»>i\ —.- Create the Offer Constraints as listed in the scenario.

\
\
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To check your work:

I 1. Go to Campaign > Interactive Channels PPP1?
h 2. Open‘ the Answer_MyTowneBank_OfferConstraints. n
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h _ 3. Go to the Constraints tab. _
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Augustfiifer flortaee This is the offer constraint for the Mortage Offer.
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E} Julyfifier Free-Checking This is the offer constraint for the Free Checking Of er.
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Juneflffer Cfiikffer
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This is how the JuneOffer_CDOifer is configured.
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This is ttusofferi censtraint for the CD Offer. This offer i-"alt be MH
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l, For the collection of offers...
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if in Poitier; ‘ lite-wneBanl~:CI}0ffer »
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6-30
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Building Interactive Campaigns L

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LESSON 7.1: Introduction i
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After completing this lesson, you should be able to:

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I Create an Interaction Strategy %
I Create treatment rules and assign marketing scores
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I Mark the Interaction Strategy ready for deployment
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* ‘ LESSON 7.2: Treatment Rules

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Purpose
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Treatment rules are created within an Interaction Strategy. Treatment rules are used to decide,
- _ \
which otters are presented to which smart segments in which zones.
. \ Treatment rule consists of:
I Smart Segments
__ §
n Zones that are assigned to each Smart Segment

’\ n Offers assigned to Smart Segments
1-
I Marketing Scores that are assigned to each Offer
1 Advanced treatment rules that are created and assigned to an Offer
_ §
Interaction Strategy
‘\
' An Interaction Strategy is the place where you create treatment rules. V
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The Interaction Strategy is created in an IBM Campaign. This campaign is different from the
- 3
1 _
campaign you use to create the interactive flowchart.
- 1 Campaigns can contain multiple interaction strategies; however each interaction strategy must
refer to a different interactive channel and have a unique name.
\
~
Marketing Scores
' ‘\ Every treatment rule is assigned a marketers score. The higher the score, the more likely it is
that Interact selects the offer to recommend. The default marketing score is 50.
You can use Advanced Treatment rules to adjust the marketing scores that are based on data
that is collected about the visitor.
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7-3 I Treatment Rules

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Building lnteractlve Campaigns 9UO4 ‘I’?

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Score Tie Breakers r

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If two or more of the highest-scoring offers have the same score, Interact breaks the tie among
the offers by making random selection from the matching offers. This helps to ensure that a I I
single visitor interacting in the same zone multiple times is more likely to see different oflers on
each interaction. ’ I
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Score Overrides E‘
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The marketing scores can also be ovenzvrltten by utilizing the score override table. The score _—
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Example: Create an Interaction Strategy and Treatment Rules for
X
My Web Site
\
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\ For My Web Site, you created two smart segments:
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I MyWebS,ite_Men (based on Gender: Male)
I MyWebSite_Women (based on Gender: Female)
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You need to create your Interaction Strategy for the My Web Site. Within the strategy, you need
to create two treatment rules.
"5
Rule 1: Forthe MyWebSite_Men Segment:
\ I 30 Percent Ofi is Assigned to Footer Zone and has a marketer score of 75
I Free Shipping is Assigned to the Header Zone and has a marketer score of 50
\
I Male New Arrival Shoes is assigned to the Footer Zone and has a marketers score of 50
\ Rule 2: For the MyWebSite_Women segment
I Women New Arrival Shoes Offer is assigned to the Footer Zone and has a marketing score of 60
—‘_ I Free Shipping is Assigned to the Header Zone and has a marketing score of 50
"i I Buy 1 Get 1 Free Otter is assigned to the Footer Zone and has a marketing score of 75
'5 Procedure
"\.
Use this procedure to view create an Interaction Strategy:
\.
1. Go to Campaign > Campaigns.
§ 2. Create a Campaign that is called MyWebSite_Strategy. Interaction Strategies are created
using Campaign.
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4. Update the Effective/Expiration Dates: ru es for My Web Site.
I Effective Date is today’s date. yi. L
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I Expiration Date is 35 days from today.
5. Click Save and Add Interaction Strategy.
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Building I nteractive Campaigns i 9UO4
12. Select the Footer Zone and drag to Eligible Zones.
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14. .For MyWebSite_Men Segment, add the following Offers:

I Male New Arrival Shoes
I Under Retail Offers, Free Shipping
I Under Retail Offers, 30 Percent Off l‘Ic‘l.‘Jp'
15. For MyWebSite_Women Segment, add the following Offers i D
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I Female New Arrival Shoes

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I Under Retail Offers, 30 Percent Of
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Treatment Rules
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Building interacti_ve Campai g ns 9UO4
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18. Change the Marketers Scores to the scores listed in the scenario. You can update the
number or use the slide bar.
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19. Click Save and Exit.

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“Q The answer to this example located at Campaign > Campaigns. in a file called
Answer_MyWebSiteStrategy. in the answer, instead of new arrival shoes as an offer buy one get
1
one free offer was used.
\ I
“Q
7-13 Treatment Rules

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Exercise: Create Treatment Rules for My Towne Bank
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1
Scenafio 1-:
I
i
in this exercise, you create the Treatment Rules for My Towne Bank. The interaction Strategy is
P
created and is named MyTowneBank_Strategy. i
in this scenario, visitors are placed in the smart segments and are then presented offers: I
j
I LowScore smart segment is presented the CD Offer in the OffersArea zone.
I
I MediumScore smart segment is presented with either the Free Checking Offer or the CD ?
Offer in the OffersArea zone. Since both offers have the same marketer score, interact using
the random method of deciding which offer is presented.
I HighScore smart segment is presented the RefinanceOffer, PremiumCheckingAccountOffer
or the CD_Special_Rate in the OffersArea zone. The RefinanceOffer is presented more I‘
often, since it has a marketers score of 75. I I
%
Use this data to create the Treatment Rules: I
§
Smart Segment
LowScore
Zone
OffersArea CD Offer
Offer
75
Marketer
Score
,.
MediumScore OffersArea Free Checking Offer \ 50
A p CD Offer 50
3 HighScore OffersArea RefinanceOffer 75 1
PremiumCheckingAccountOfi‘er 55
CD_Special_Rate 45 i i
lnshucfions . 4' L
i
Use this procedure to create the Treatment Rules:

I‘
. Go to Campaign > Campaigns. _
Go to folder named MyTowneBank_Exercise. F

w-
. Open the Campaign that is named MyTowneBank_Strategy.
f‘
-r:-onyx:. -i Create the treatment rules using the data in the scenario. <
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Treatment Rules 7-14

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3.
To check your work, you and view the solution:
'\
5 2. Go to the folder named MyTowneBank_Exercise.
3. Open the Campaign that is named Answer_MyTowneBankStrategy.
-ca
4. Go to the tab named Answer My Towne Bank Strategy. Here is the rule configuration:
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LESSON 7.3: Advanced Treatment Rules

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Purpose ,5
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Advanced treatment rules are used to create equations to change the marketer i
s scores.offers
new score is based on data that is gathered about the visitor, and then more appropriate The
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can be presented. i
You must have more than one offer in the treatment rule to use advance treatment rules and the ,
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rule cannot be marked for deployment.
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Advanced Options I
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Advanced options are configured at the offer level. They include: ;_
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Option impact
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Do not use advanced This is the default. The Marketing score is kept to what is displayed in the A
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Consider this rule If you select this option, you write an express that can change the value of
eligible if the following the marketers score. as '.'_'
expression is true
lit
i Use the following Use the following equation to create the marketing score.
expression as the A
marketing score.
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I Use the feilawing expression as the rnarlceting score...
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Do not use advanced options

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Extzwression Functions, ‘tfariabkes and Operators
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7-17 Advanced Treatment Rules

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Building interactive Campaigns 0

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LESSON 7.4: Interaction Strategy Deployment .0
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Purpose
After all of the interaction strategy is defined , the interaction strategy must be marke d ior
J‘
i
deployment. This enables the deployment of the interaction strategy within the interactive
channei i‘.J’
Once an interaction strategy is marked for deployment no changes can be made to the I‘
m
interaction strategy. if changes are required the deployment must be canceled. This removes the
interaction strategy from the interactive ohannel’s pending to be deployed list. I
i
lithe interaction strategy created is no longer required, it can be marked for undeployment. This
1.’
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adds the interaction strategy as a retirement request in the deployment queue. The next time %
that any changes are deployed the interaction strategy and all its treatment rules are removed il
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I-_)*._ Building interactive Campaigns 9UO4

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Example: Mark an Interaction Strategy Ready for Deployment I
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\ Scenario V
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The interaction strategy is complete and is ready to be marked for deployment. The strategy
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name is MyWebSite_Strategy.
‘Q1
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Procedure
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~ Use this procedure to add a mark the interaction strategy ready for deployment:
I‘ .
4
2. Open MyWebSite_Strategy.
3. Select the My Strategy for the Interactive Channel MyWebSite.
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I 7-19 Interaction Strategy Deployment

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4. Click Mark for deployment.
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7-20
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9L337
LESSON 8.1: Interact Configuration Deployment .
Purpose
4
in this lesson, you learn how to deploy an interactive Configuration.
Objectives
f After completing this lesson, you should be able to deploy an interactive Configuration. x I
interact Development Phase Diagram
This is the interact Development Phase diagram. In this lesson covers the Deploy the interact a 1'
/‘JC‘_l ‘_l' _l‘
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Create interactive Channels

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Create Interaction Points

~> Cwam Events
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Deployment
“X
K Purpose
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Deployment is how you transfer the configuration you defined in the design environment to the
runtime server groups.
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Deployment is grouped by interactive channel. When you deploy an interactive channel, you are
’\ ' sending all the data that is associated with an interactive channel to the selected runtime server
group. This is why, when you are creating interactive channels, you must define the production
-A runtime servers and the non-production (testing) runtime servers.
‘X
Deployment Data
‘-
A deployment consists of the following data:
‘\
n All interactive flowcharts — All flowcharts need to be marked for deployment in the interactive
'\
channel (must include the creation of smart segments).
u All interaction strategies — All strategies to be marked for deployment in the interactive
"I channel (must be configured treatment rules).
I Zones, interaction points and events that are configured in the interactive channel.
\ .
1 Deployment Checklist
Q
Before deploying to test/production runtime environment check to see if the following has been
completed:
Check Step Action

\
1 All interactive flowcharts and interaction strategies for configured
=\
and ready for deployment.
2 Zones, Interaction Points and events are configured.
‘\
3 Location for deployment is prepared for the deployment (Touch
"§
" points).
4 User name and password is configured. A valid user and
\
password is required for the deployment server.
5‘ Data migration from test or production runtime servers is ‘
complete. The runtime server data sources must contain any
§ oft-line data that is required by the interactive flowcharts.
3-3 Interact Configuration Deployment

K
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LESSON 9.1: introduction to Learning Models

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Purpose
In this lesson, you are introduced to the basics of Learning Models. Learning models are
optional.
Objectives B
QI-
After completin g this les son, you should be able to add Learning Models for an Interactive
Channel. I‘
Enable Learning Models J‘
I‘
Before you can use the Learnin g Model s fea t ure, your system administrator must enable it in
your Interact environment. For information on enabling the learning model -feature, see the lBM f
Interact Administrator's Guide.

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Learning Models
9
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Course materials may not be reproduced in whole or in part F‘
without the priorrwritten permission of IBM.

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‘l Learning Models
Wu
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“*: Purpose
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When you turn on a learning model, the interact learning engine starts tracking statistics around
the Offer contact, acceptance, and rejection rates for your interactive Channel or Zone. These
‘l statistics are tracked according to the attributes you selected when you created the learning
model. .
"l Based on these statistics, the learning engine determines the likelihood that an Offer is
\| accepted. The learning engine then uses this acceptance rate to modify the Marketer's Score in
1
order to determine a final score.
~11
In short, turning on the learning engine helps increase the likelihood of offer acceptance.
~i
‘.1. Learning Model Example
-J In this example, there are two offers:

4. I Offer A -- Marketing Score 75
I Offer B -- Marketing Score 95
.-’-. Learning Off
J__.
if learning is turned OFF, Offer A with a marketing score of 75 has a LOWER probability of being
displayed than Offer B with a marketing score of 95.
1
Learning On
However, if learning is turned ON, then the learning engine starts tracking the offer acceptance
rate. The learning engine takes the offer acceptance rate into account when determining a final
~<
marketing score.
~.
Offer A - Marketing Score 75 X Likelihood of Acceptance 100% = Final Score = 75

Offer B - Marketing Score 95 X Likelihood of Acceptance 10% = Final Score = 9.5
"\
Offer A with a marketer score of 75 and an acceptance rate of 100% (75 x 1.00 = 75) has a final
score that is HlGHEFl than Offer B with a market score of 95 but an acceptance rate of 10% (for
1 example, 95 x 0.10 = 9.5)
l‘
With learning on, Offer A will now have a HIGHER probability of being displayed.
Introduction to Learning Models

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Building Interactive Campaigns -
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Learning Models: Interactive Channel versus Zones L

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Interactive Channel 1}
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lf you turn on learning for your interactive Channel th l ‘
' the whole channel as one engine
, e earning tracks the statistics for G_
your entire l n t eractive
' channel, treating '
unit.
Zone
l I
L
lf you turn on a different learning model for a 'f'

spec: lC zone, the learning engine tracks the . .‘, -'—
statisticsfor th e offers in
' that zone separately. in some cases, you might
' have certain zones that
you want to treat differently. I‘
i
Example ' A "" 1
l
I
I‘
f For example, Your Airline has special web pages that only their Elite Frequent Flier members M
can access. I
l
If Your Airlines is tracking offer acceptance rates for its website, then the company may choose i
to track those elite pages (the zones on those pages) separately. L Q

M
Your Airlines knows that only their elite customers can visit those pages, so they track those
.'_
pages d'ffr erently in order to tailor the offers on those pages more effectively for their elite
members.
__
l
l They don't want to rely on the channel-wide learning because they want the acceptance K;
statistics on those elite pages to truly reflect what an elite frequent flier would actually be i
'in t erested in, rather than having the statistics skewed by what a general passenger would be
i interested in.
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Learning Models for Zones
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‘\ Purpose
\
If you turn on a different learning model for a specific zone, the learning engine tracks the
'\
acceptance rate for the offers in that zone separately because a client might have certain zones
that they want to treat differently.
'\
\ '
Zone Learning Modes
‘K For Zones, you can choose from the following Learning Modes:
I Inherit from Interactive Channel (Default) tells interact to use the learning mode that is
-
specified for the Interactive channel.
I Use Marketer’s Score Only tells Interact to use only the marketer's scores for offer
'\
weighting.
'\ I Use Custom Learning Model tells Interact to use a custom learning model that you can
select. Before you can tell Interact to use a customer model, you must create a learning
Ti model. '
"\ Learning Model Configuration for Zones

1 With Zones, you can apply Learning Models and Rule Groups using Advanced Features.
”\
.
\
\ Name *4
{Footer Zane
This name will be used by aiarlcebers. in their treatment rules.
\
Dress ription
This is the Footer Ions for I¢?.y\'febSite. This zone contains two
\
Interaction Points - Home page footer and Offer area. Q7 'f
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9-5 Introduction to Learning Models

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Rules Groups a
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For rule groups in a zone, you can use the rule group options to resolve any conflicts between
- h ow offers are sorted .in a mixed-learning
. . scenario.
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Here are the choices for how to determine how Interact resolves rule conflicts: Q
Q
I lntermixing - Use Learning Mode for this zone (Default) indicates that the sequence of E -
offers is selected based on the highest score first, regardless of the built-in learning score. I I
I Prioritize Non-Learning Offers indicates that the sequence of offers selects non-learning A .2...
offers first, followed by learning-based offers.
3
I Prioritize Learning Offers indicates that the sequence of offers selects learning offers first, M
followed by non-learning-based offers. J

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I Prioritize Non-learning offers: dedupe provides the same results as the Prioritizing
Non-learning Offers option, but with duplicate offers removed when the same offer is I‘
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provided by learning and non-learning sources.
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Random Learning I‘
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Random specifies the chance that the returned offer is randomly selected, without considering 1 B‘
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marketing scores. Interact ignores the marketers score and assigns a RANDOM offer.
am
In other words, offer assignment probability is no longer weighted based on the marketing score. '_~
Example 9;; blu-

In this example there are two offers:
I Offer A has a Marketing Score 75
. "-
I Offer B has a Marketing Score 95 "
Normally Offer B has a higher probability of being displayed because it has a higher marketers
score.
If RANDOM is chosen, then Offer A has just as much chance of being displayed as Offer B
b .
ecause Interact ignore the marketers score.
Learning Models 9-6
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17
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‘\
Example: Create a Learning Model for an Interactive Channel
x
'\ Scenano
’\
I You need to create three Learning Models f,or the Interactive Channel that is named My Web
" . Site.
Use this information to create the Learning Models:
‘Q
I Model1, Predictive Attributes of Interest:
I-I — Gender
2*. — MaritaI_Status
- Age
-_l I Model2, Predictive Attributes of Interest:
— Total_ltems_Abandoned
I
‘K
— Abandoned_Cart
4 I Model3, Predictive Attributes of Interest:
— Gender
4. — ProductCategoiy
— ProductDescription
T
1 Procedure
\
Use this procedure to add a Learning Model:
\ 1. Go to Campaign > Interactive Channels.
2. Open the Interactive Channel that is named MyWebSite.
'\
'\
Q I‘!
§
I S
\
3. SelectSelf Learning.
\ Q
‘Q
"\

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LESSON 10.1: Interact Environment ;

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Purpose I
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In this unit, you are introduced to th e I n teract environment

' ' components.
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Interact Environment
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The IBM Interact environment consists of a minimum of two Interact runtime environments.
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The environments are called design and production.
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Usually a third environment is added for testing or production acceptance — this is called the test
runtime environment.
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Interact Environment Diagram
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The following figure shows the high-level architecture overview
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Production Runtime Environment ii

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A production runtime environment is an instance of Interact that is configured to work with touch
points and Interact servers in a live environment A production ru t' ' -1-.
of one or several instances of Interact and works. directly with the ncustomer
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profile data consist
real
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Test Runtime Environment
A test runtime environment is an instance of Interact that is configured to test out the interaction
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data. ' ' T?
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The design environment is where the majority of the Interact configuration and development is
performed . The design environment is al so where some of the configuration for IBM‘ Campaign I
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Runtime Server
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Runtime sen/ers are the workhorses of your Interact implementation. The runtime sen/ers listen
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requests an offer, it is the runtime server that responds with the offer. . en your touch point it
Server Group
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Interact works with server groups. A server group contains one or more runtime servers. If you
have multiple runtime servers, you can configure them to work with a load balancer for better B-1
performance. Your touch point must be configured to communicate with these runtime servers.
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Runtime Components
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Runtime components are:
\ I Profile tables
I Session data
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I Contact History Table

I Response History Table
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Profile Tables
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A profile table contains data for each audience used with interact. This data is used within the
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interactive flowcharts to perform segmentation and the population of smart segments.
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Session Data
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Session data is data that is captured in memory during the interaction. This data can be used
\. within the interactive flowcharts to calculate decisions and to populate the smart segments.
Once the session has ended the session data can optionally be written to a number of tables for
reuse.
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Contact History Table
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The contact history table tracks whether an offer has been presented to a visitor. The data in this
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table is the data captured in the real-time interaction. H
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Response History Table

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The response history table tracks whether the visitor Accepts or Rejects the offer. The data in
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this table is the data captured in the real-time interaction.
\
Staging Tables '
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There are three history staging tables used to capture real-time interactions. This tables reside
- in the production runtime environment. These tables are not available for querying or performing
\
analysis.
10-5 - Interact Environment

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Building Interactive Campaigns [J11
‘
9UO4
LESSON 11.1: Reports =-
Purpose G-
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ln this les son, you are introduced
' to the IBM lnteract’s report th ' ' _ _
installation.
s at are provided with a standard
Objectives if 1;‘
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After completing this lesson, you should b

reports based on the re rt d ' ' e' able determine ‘f C ' it M’-_
po escriptions provided. l you want to view or generate
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Additional Re port Information
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if you want more information on re ort _

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Building Interactive Campaigns‘ 9UO4

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Reports
\
Purpose
IBM Interact provides a number of standard reports. All of the Interact reports are run via IBM’s
Cognos Bl.
Reporting Data
IBM Interact uses data from three data sources for the reports:
I IBM Campaign system tables — contact history tables
\
I IBM Interact runtime tables — runtime tables
Y
I Learning tables - IBM Interacts learning module
Report Formats
The following report output options are available

I HTML
I PDF
I XML
I Excel Option
Saving Reports
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If you want to keep a copy of a report, you can email report.
\
Report Customization
\
The IBM Interact reporting package contains a reporting schema which enables the
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customization of reports. Report customization is not covered in this course.
11-3 Reports
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I Building Interactive Campaigns

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9UO4 1
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i‘ Reports - Interactive Channels
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Channel Deployment History
The Channel Deployment History re ort is

p an audit log for tracing changes to all runtime '3-
sen/ers.
Channel Event Activity Summary E
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The Channel Event Activity Summary report enables ou to tr
for an Interactive Channel. y _ ack the activity of deployed events I L
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l Channel Interaction Point Performance Summary I5 ‘1-
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The Channel Interaction Point Performance Summary report measures th rf I
interaction point in the interactive channel e pe ormance of each ’ %
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across all offers and segments.
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Channel Treatment Rule Inventory I.l 1-

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The Channel Treatment Rule Inventory report is a list of all the treatment rules_ass0ciated with 15* ' "
an Interactive Channel.
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Interactive Segment Lift Analysis i

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The Interactive Segment Lift Analysis report sh th

segment, comparing offers presented randomlyows e acceptance rate of offers by smart
and offers presented by Interact built-in
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learnin Q. I i
Zone Performance Report by Offer if

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The Zone Performance Report by Offer is an inter ct‘
interaction point. You can use this a ive cell performance
' report to see how offers report filtered by
' by zone.
are performing 3
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Reports
11-4
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Course materials may not be reproduced in whole or in part l I
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Reports - Campaign
Channel Deployment History
The Channel Deployment History report displays the deployment data for all interaction
strategies and associated interactive channels for this campaign.
Interactive Offer Learning Details
The Interactive Offer Learning Details report displays all the learning attributes you are tracking
with the built-in learning module.
Interactive Cell Performance ~
The Interactive Cell Performance reports have two variations: Over Time and by Offer. These
reports measure the performance of target cells in their inbound marketing scenarios for a given
campaign.
Interactive Offer Performance
The Interactive Offer Performance reports have two variations: Over Time and by Offer. These
reports measure the performance of offers in their inbound marketing scenarios for a given
campaign.
Interactive Cell Lift Analysis
The Interactive Cell Lift Analysis report shows the acceptance rate of offers by cell, comparing
offers presented by random and offers presented by Interact built-in learning.
Channel Learning Model Performance Over Time l
The Channel Learning Model Performance report compares the performance of two channel
learning models over a certain time period to help you determine the effectiveness of each
learning model in specific time periods.
1 1-5 Reports
I’
Building Interactive Campaigns 9U Q
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Report Access
There are_ several ways to access reports. The access methods are provided her. 7
Access Method - Interactive Channels k I
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To view or generate Interactive Channel reports: c l Sq

I Go to Campaign > Interactive Channels 3-i
I Open the Interactive Channel I I
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I " Select the Analysis tab
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I Select the Report Type i
I Provide any information that is configurable. I

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Access Method - Campaign Analysis 5 ll‘

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To view or generate Campaign reports: Z‘ i
I Go to Campaign >_ Campaigns I I

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I Open the Campaign I

I ‘Select the Analysis tab ~
I Select the Report Type éq

I Provide any information that is configurable. I
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Basic Interact 1

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Basic Interact 1

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\

Q Lesson 1.1: Introduction to IBM Interact

Unit 2: Interactive Channels

Unit 3: Interaction Points

I Example: Create Event Patterns for the Valentine Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . - i

Unit 5: Interactive Flowcharts tn

Lesson 5.1: Introduction

I Example: Create a Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

Lesson 5.3: Profile and Session Data

Lesson 5.5: Decision Process Q

I Example: Configure a Decision Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. g

Lesson 6.1: Introduction

Course materials may not be reproduced in whole or in part

without the prior written permission of IBM.

Building and Deploying Interactive Campaigns 9U04

I Exercise: Create Offers for My Towne Bank . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 3

_\ Lesson 6.3: Offer Lists 5

Unit 7: Treatment Rules

Lesson 7.1: Introduction

Unit 8: Interact Configuration Deployment

Lesson 8.1: Interact Configuration Deployment

\ Unit 9: Learning Models

Lesson 10.1: Interact Environment

Building and Deploying Interactive Campaigns 9UO4

Lesson 11.1: Reports '

Unit 12: User Documentation and Help

I Example: Access the User Documentation and Online Hel p. . . . . . . . . . . . . . . . . . . . . . . . . .. 12-2

Course materials may not be reproduced in whole or in part

3 © Copyright IBM Corp. 2014

Course materials may not be reproduced in whole or in part

The course provides an introduction to configuring an interaction, building interactive flowcharts,

After completing this course, you should be able to:

I Explain in general terms how IBM Interact works

I Define IBM Interact key concepts -Q

I Create Interactive Channels

I Create Event and Event Patterns

I Create Learning Models

I Access the user documentation

Audience for this Course

Course materials may not be reproduced in whole or in part

Building and Deploying Interactive Campaigns 9U04

5 O-3 Course Overview

Building and Deploying Interactive Campaigns 9U94

General Course Information

Items Not Covered ‘ Q

I Touch Point integration with Interact .-

Course Overview 0-4 Q

Course materials may not be reproduced in whole or in part

Building and Deploying Interactive Campaigns 9U0-4

I O-5 Course Overview

LESSON 1.1: Introduction to IBM Interact

Lesson Objectives .-_

After completing this unit, you should be able to:

Introduction to IBM Interact 1-2

Building Interactive Campaigns 9U04

Diagram of IBM Interact

\ IBM Interact API

~ 1-3 Introduction to IBM Interact

The customer logs on to their personal account. Iv-

Introduction to IBM Interact 1-4

Building Interactive Campaigns 9UO4

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