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Testing Real-Time Marketing Campaigns with the My Offer View


You can use the Offers screen and views to test Real-Time Marketing campaigns, offers, and the associated personalization rules and decisions. In the Offers screen, the My Offers view lists offers appropriate for the current login user. The My Offers view is available for testing purposes during your deployment. In this way, a marketing administrator can verify that decision scores, dynamic sorting and filtering, and offer group rejection configurations are setup properly. The Offer Score column allows you to view the actual score returned from the decision if one is associated with the offer. The Reject Offer button creates a Rejected response record for the selected offer and the login user. When you return to this view, the Reject Flag column contains a value of Y, for offers that will not appear to the user.

It is recommended that you add a test user (the marketing manager or another user) to the campaigns that you are configuring so that you can test the scoring and rejection mechanisms using the My Offer view.

To make this view available, associate the test user with the My Offer View.

To associate responsibilities with My Offer View

  1. From the application-level menu, choose View > Site Map > Application Administration > Responsibilities.
  2. In the Responsibility list, select the desired responsibility.
  3. For example, Siebel Administrator or Marketing Manager.
  4. In the View list, create a new record and select the My Offer View view.

 Siebel Marketing Guide 
 Published: 23 June 2003