A Decision Policy is a rule-based engine that selects and ranks the most relevant offerings for display to a user or specific user segment. By grouping various offerings and applying a defined ranking strategy, the policy ensures MoEngage presents only a few optimal offerings from a large pool, maximizing impact. A decision policy defines:
- Quantity: The number of offerings to return for a given display location.
- Offering Pool: The collection of offerings from which to choose, selected either manually or by tags.
- Selection Strategy: The logic used to select the final offerings from the pool, typically based on the priority score.
- Fallback offerings: Generic backup offerings to display if a user is not eligible for any of the primary offerings.
These policies are designed to intelligently select the optimal offering(s) for a given customer based on predefined criteria.
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Prerequisites Ensure you have created offerings using the MoEngage dashboard. For more information, refer to Offerings. |
Create a Decision Policy
To create a Decision policy in MoEngage, perform the following steps:
- On the left navigation menu in the MoEngage dashboard, click Decisioning, and then click Decision Policy.
- On the Decision policies page, click + Create Decision Policy. The Create decision policy page appears.
- In the Basic Details section, define the basic details of your decision policy using the following fields:
- Name: Type the decision policy name to identify and manage your decision policy.
- Description: Provide a brief summary of your decision policy's purpose.
- MoEngage ranks offerings using the Offering priority strategy. This strategy selects and orders offerings based on the priority score you assigned them during their creation.
The priority score is a numerical value assigned to each offering. A higher priority score indicates a higher preference, meaning offerings with a greater score are evaluated and selected first. Ensure you assign relevant priority scores to your offerings when creating or editing them. - In the Primary & Fallback Offerings section, define the output of the decision policy using the following fields:
- In the No. of offerings in output list, select the number of offerings you want to display to your user. You can select up to 10 offerings to be displayed to your user.
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MoEngage chooses the decision policy based on the number of offerings in the output you specify.- If fewer eligible offerings are available than your selected number, the decision policy is then selected from the fallback offerings.
- For fallback offerings, MoEngage ignores segmentation and capping rules. If the number of available fallback offerings is also less than your specified number, MoEngage displays fewer offerings than you requested.
- If the system cannot find enough eligible primary or fallback offerings to meet the specified "No. of offerings in output", it displays fewer offerings than requested or no offerings if none are eligible.
- In the Primary Offerings section, choose the method to select the offerings. The following options are available:
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Manual selection: Select this option to manually choose individual offerings. Click + Add primary offerings and select offerings from the list of Active and Scheduled offerings.
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Dynamic selection (by tag): Select this option to choose offerings based on their assigned tags. Click + Add tags and select the relevant tags. Any new offering created and tagged with these selections is automatically included in this decision policy, eliminating the need for continuous manual updates.
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If you remove a tag from an offering that was previously included in a decision policy, that offering is automatically removed from the policy.
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Any tag containing only inactive or expired offerings is automatically filtered out from the decision policy's active pool.
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Manual selection: Select this option to manually choose individual offerings. Click + Add primary offerings and select offerings from the list of Active and Scheduled offerings.
- In the Fallback Offering(s) section, select the fallback offerings by clicking + Add fallback offering(s). For fallback offerings, MoEngage ignores segmentation and capping rules. They are chosen based on their offering priority score, with higher-scoring fallbacks evaluated first.
Fallback offerings can be used as a second offering in the following instances:- A user is not eligible for any of the primary offerings.
- The number of eligible primary offerings is less than the "No. of offerings in output" you specified.
- In the No. of offerings in output list, select the number of offerings you want to display to your user. You can select up to 10 offerings to be displayed to your user.
- Click Create.
View and Manage Created Decision Policy
After creating the decision policy, they are listed on the Decision policies page with one of the following statuses: Active, Archived. You can perform the following functions on this page:
- Search for the decision policy using the name.
- Filter the decision policy based on Status.
- Edit or Archive the decision policy by clicking the ellipsis () icon against that policy.
Use Decision Policy in a Campaign
Once you have created and configured your Decision Policy, you can integrate it into your MoEngage Personalize campaigns to dynamically deliver relevant offerings. For more information, refer to Create Server-side Personalization Experience.
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Information For more information, refer to FAQs on Decision Policy. |