Interaction operates with two types of offer environments:

  • Design offer environments that include offers that are being edited and can be altered. These offers haven’t been through the approval cycle and aren’t delivered to contacts.

 

Live offer environments that include approved offers as they are presented to contacts. The offers in this environment are read-only.

offer_environments_overview_001.png

Each Design environment is linked to a Live environment. When an offer is complete, its content and eligibility rules are subjected to an approval cycle. Once this cycle is complete, the concerned offer is automatically deployed to the Live environment. From this moment on, it will be available for delivery.

By default, Interaction comes with a Design environment and a Live environment linked to it. Both environments are preconfigured to target the out-of-the-box recipient table.

Note

To target another table (visitor table for anonymous offers or a particular recipient table), you need to use the target mapping wizard to create the environments. For more on this, refer to Creating an offer environment.

offer_environments_overview_002.png

Offer managers and the delivery managers have access to different views of the environment. Delivery managers can only see the Live offer environment and use an offer to deliver them. Offer managers can view and alter the Design environment and display the Live environment. For more on this, refer to Operator profiles.


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