FAQs on Offerings

arrow_drop_down How does an offering differ from a decision policy?

An Offering represents a single promotional unit, including its content and eligibility rules. A Decision Policy, on the other hand, determines how multiple offerings are prioritized, selected, and displayed when several are eligible for the same surface or user.

arrow_drop_down Can I reuse an offering across multiple campaigns or locations?

Yes, you can reuse offerings across different campaigns or surfaces. For consistent messaging, you can link an offering to multiple locations (for example, homepage banner, app push notifications) as long as its eligibility rules apply to the targeted audience.

arrow_drop_down What are personalization templates?

Templates are reusable visual layouts for designing offering content. They help to visualize the final appearance of an offering on an app or website, ensuring brand consistency.

arrow_drop_down Can I customize the content of each offering?

Yes, while templates provide a layout, you can fully customize the content of each offering. This includes text, images, links, and formatting to align with the goals of your campaign.

arrow_drop_down How do I define which customers are eligible for an offering?

Eligibility rules allow you to target specific users based on: 

  • User Attributes
  • User Behavior
  • User Affinity
  • Custom Segments
    Set these rules under the Eligibility section while creating your offering.
arrow_drop_down Can I include more than one eligibility rule in an offering?

Yes, multiple eligibility rules can be combined using AND/OR logic. For example, you can target users who live in a specific state AND have made a purchase in the last 30 days.

arrow_drop_down What is the priority value in an offering, and how does it work?

The priority value determines the importance of an offering when multiple offerings are eligible for the same surface or user. Higher-priority offerings are shown first. For instance, an offering with priority 10 will be displayed before one with priority 5.

arrow_drop_down How does display capping work?

Display capping controls how often an offering is shown to users:

  • Per-user limit: Restricts how many times an individual user will see the Offering.
  • Overall limit: Restricts the total number of views across all users in the target segment of the Offering.
arrow_drop_down How does Capping Reset Frequency work?

The Capping Reset Frequency setting controls when display caps are reset for each offering. This applies to both the per-user and the overall limits. We support three reset intervals: Daily, Weekly, and Monthly. The reset schedule for these caps is as follows (all times are in UTC):

  • Daily: Resets every day by 12:30 AM.
  • Weekly: Resets every Sunday by 12:30 AM.
  • Monthly: Resets on the 1st of each month by 12:30 AM.t.
arrow_drop_down Can I assign tags to offerings?

Yes, you can assign tags to offerings to help organize them. For example, you can tag promotions by Season, Campaign Name, or Category. These tags also enable dynamic grouping in Decision Policies.

arrow_drop_down What happens if no users match the eligibility rules for an offering?

If no users match your offering's eligibility rules, that offering won’t be shown. To ensure fallback content appears, you can configure fallback offerings in the associated decision policy to fill the gap.

arrow_drop_down Can I duplicate an existing offering to create a similar one?

No, support for duplicating an existing Offering is not currently enabled.

arrow_drop_down Is it possible to use personalized content (for example, user names) in an offering?

No, support for personalized content in an Offering is not currently enabled.

arrow_drop_down Can offerings include rich media, such as videos or GIFs?

Currently, offering content preview is enabled to display images and text, but support for videos or GIFs depends on your integration.

arrow_drop_down Can I A/B test different versions of an offering?

Yes. To A/B test an offering content, you are essentially testing two distinct offerings with identical rules against each other.

  • Offerings: Create two separate offerings with different content but identical eligibility, priority, and capping rules.
  • Decision Policies: Create a unique decision policy for each offering.
  • API Experience:
    • Create two variations within your target audience.
    • Assign each unique decision policy to a separate variation.
    • Enable audience distribution via Merlin AI .
    • Merlin AI will then automatically manage the audience split to run the A/B test.
arrow_drop_down What analytics are available for an offering?

MoEngage provides detailed analytics for each offering, such as:

  • Number of impressions (users who saw the offering).
  • Number of clicks (users who engaged with the offering).
arrow_drop_down How can I track engagement with individual offerings?

You can track engagement using the offering_context key in the API response. This includes metrics for impressions and clicks, which can be reported through MoEngage’s analytics system.

arrow_drop_down Can I pause or delete offerings after creation?

No, you cannot pause or delete. Instead, you can archive an offering to prevent it from being included in any decision policy.

arrow_drop_down What should I do if I accidentally published an incorrect offering?

If you’ve published an incorrect offering, archive the offering. This ensures the offering does not get consumed in any decision policy from the time it is archived.

arrow_drop_down Are there limits to the number of offerings I can create?

You can have a maximum of 100 active offerings at one time. To request a higher limit, contact your Customer Success Manager.

arrow_drop_down Can I edit an offering after it has gone live?

Yes, you can edit certain elements of an active offering, such as content, priority score, tags, and eligibility rules. However, you cannot edit capping limits and frequency after an offering is published.

arrow_drop_down What happens when an offering reaches its display cap?

After an offering reaches its configured display cap (for example, total impressions or user-based limit), it will no longer be shown, even if users match the eligibility criteria.

Offering Attributes

arrow_drop_down Can I use Offering Attributes with the existing Offering Priority or Merlin AI strategies?

No. Offering Attributes are used exclusively with the Custom Formula ranking strategy. The Offering Priority and Merlin AI strategies use their own ranking logic and do not incorporate attribute scores.

arrow_drop_down What happens if I do not assign an attribute to an offering that is part of a Decision Policy using Custom Formula?

If an offering does not have a value for a particular attribute used in the formula, its score for that attribute is treated as 0. It will still appear in the ranking—it just will not benefit from the weight assigned to that attribute.

arrow_drop_down What happens to live offerings and decision policies when I edit an attribute name or option value?

Changes to attribute names and option values cascade to all associated Offerings and Decision Policies immediately, including those that are currently live. MoEngage displays a warning before you confirm any such change so you can assess the impact.

arrow_drop_down Can I switch an attribute from Fixed to Dynamic Value after creating it?

Only if the attribute has not yet been used in any Offering or Decision Policy. Once it is associated, the type is locked. If you need to change the type, create a new attribute with the correct type and update your offerings and policies accordingly.

arrow_drop_down Who can create and manage Offering Attributes?

Only users with the Admin role. Authors can assign them to offerings during offering creation or editing, but they cannot create, modify, or delete the attribute definitions.

arrow_drop_down I do not see the "Offer Decisioning" section in Settings. What should I do?

This feature is controlled by account-level feature flags. If the section is not visible, or if you see a message asking you to contact your Account Manager, reach out to your MoEngage Account Manager or support team to have the feature enabled for your account.

arrow_drop_down Is there a limit on how many attributes I can create?

Yes. The current limit is 50 unique Offering Attributes per account.

arrow_drop_down Can the same user profile attribute appear in multiple Dynamic Value Offering Attributes?

Yes. A user profile attribute can be referenced across multiple Offering Attributes. Within a single Dynamic Value Offering Attribute, however, the same user attribute cannot appear more than once in the mapping list.

All MoEngage AI products, which were previously referred to as Sherpa AI, are now known as Merlin AI.

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