Promotions help you to create dynamic, personalised content. You can show different text, images, or links to different recipients, dependent on their characteristics or what Target Groups they belong to. This way, you won't have to create several email versions to show dynamic content. Instead, you can do this right within the email itself.
Within a Promotion, there are several other elements which help you personalise the content. They are:
Propositions - A variation added to a Promotion.
Conditions - Rules dictating which of your recipients should see each Proposition.
Promotion Fields - The field where the Proposition content is placed.
You can think of a Promotion as a campaign and Propositions as variants under that campaign. Conditions can be attached to each Proposition to define which Proposition a recipient should be exposed to. Promotion Fields are used to store the propositions' unique variant content. Promotions are useful as they only need to be configured once and then re-used across channels.
Promotion containing 5 Propositions, each containing the Promotion Fields types, 'Plain text' and 'Image'.
What is a Proposition?
Propositions will often have Conditions added to control which recipients are exposed to which Propositions.
Configuring Conditions and exposure settings for a Proposition
Propositions can have Side Effects added to them, such as updating Person Data, Global Data, and executing Flows.
In the settings panel of a Proposition, you can, among other things, define a start and end date for when a Proposition is exposed to recipients.
It's important to note that start and end dates act consistently with Conditions. For example, if the 'Collapse Block' setting is turned off for a Promotion Block, it will show the default Proposition, even if the start and end dates are expired. If 'Collapse Block' is on, and the dates are expired, the Block will collapse.
The same behaviour is true for default propositions with conditions of any type!
If a recipient does not meet any of the conditions configured in the propositions, the default proposition will be shown to this recipient, regardless of its conditions, unless "Collapse block" is selected in the promotion block.
Therefore, when "Collapse block" is selected, any recipient that does not meet any of the conditions in a given promotion, will skip this block entirely and the block will not be generated in the communication to this recipient.
In the 'Reset' section of the settings panel it's possible to enable a reset for the Propositions. The reset is related to the counter used within Conditions and Side Effects, as they are incremented by one each time a recipient is exposed to the Proposition. When enabling a reset the counter for Conditions and Side Effects will be reset after X time(s) and/or X days(s).
The 'Exposure' section of the settings panel allows you to define elements such as:
- Exposure Gap (days between each exposure of the same proposition)
- Max Repetitions
Proposition exposures are registered as soon as the communication is sent to the recipient, not when they open the communication.
When a recipient receives a form of outbound communication, Agillic will evaluate the Propositions in the Promotion from the top-down.
When enabling 'Reset counter in' it's possible to reset the 'Max publish period' which dictates how many days in a row a recipient can see the Proposition. When enabled you can choose how many days it will be before the recipient can see the Proposition again.
What is a Promotion Field?
When you have created a Promotion with one or more Promotion Fields in the 'Promotion' module, you can add content to each Proposition. This content is stored in the Promotion fields. You add content to the Promotion fields in the 'Promotion Content' section in the Promotions module. Here it's also possible to add more Propositions if needed.
You can reuse the stored content across different outbound communications and Portal pages as you see fit.
Promotion Fields created for the Promotion 'FAVOURITE_COFFEE'
When creating a Promotion field, you will have to select the type of content to be stored in the Promotion Field. The most common are Plain text, Rich text (HTML), Image and Link. There are different benefits and limitations to each type.
To add content, enter the 'Promotion Content' section in the Promotions module. Within each Proposition it's possible to view the add'et Promotion Fields and add content to them. It's possible to add a new Promotion field directly from each Proposition, but notice that a Promotion field will be added to each Proposition.
Viewing the content (Promotion fields) for the Proposition 'Costa Rican Tres Rios Coffee Beans' which belongs to the Promotion 'FAVOURITE_COFFEE'
The Default Proposition will be marked as 'Default'. When clicking on the three dots next to each Proposition name it's possible to rename, duplicate, deactivate, make default or delete the Proposition.
Editing options for each Proposition when clicking on the 'three dots'
Connecting an image field to a Promotion Field
Insert the value of a Promotion 'LINK" field in an Email Block
Suggested Next Steps
- How to Create a Promotion, Proposition, and Promotion Field
- How to Change the Default Proposition in a Promotion