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Embedded strategy

Updated on July 5, 2022

Use the Embedded strategy shape to build transparent multiline strategies that target various marketable audiences within a single strategy canvas. With this shape, you can offer propositions or send messages in a transparent way to multiple audiences, depending on the applicable marketing context, for example, based on contacts, household members, owners of certain devices, specific lines of business, and so on.

The Embedded strategy shape

With the Embedded strategy shape you can perform the following actions on a single strategy canvas:

  • Define multiple embedded strategies as part of the same class.
  • Use the audiences that you preconfigured as part of the pyDictionary rule as contexts for embedded strategies.
  • Define an audience to use as a context for embedded strategies (for example, if no audiences were configured as part of the pyDictionary rule).

The pyDictionary Decision Data rule

Optionally, you can identify the audiences that you want to enable in Strategy rules as contexts by configuring the pyDictionary rule. That rule can include multiple types of audiences, for example, Devices, Subscribers, Household Members, and so on, to simplify strategy design and configuration by providing you with a set of preconfigured audiences to use as contexts.

The default pyDictionary rule is part of the @baseclass class. You must override that rule in the top-level class of your strategy to enable the audiences that you defined that strategy.

  • Configuring audiences for multiline decision strategies

    You can configure the pyDictionary Decision Data rule to define the audiences that you want to use as contexts in complex strategies with multiple targets. By creating a set of preconfigured audiences, you simplify the design and configuration process of complex multiline strategies.

  • Enabling multiple audiences in decision strategies through the Embedded strategy shape

    Create complex strategies that target multiple types of audiences by adding and configuring the Embedded strategy shape on a Strategy rule form. The Embedded strategy shape simplifies the design of complex strategies because it enables offering services or communicating with various types of customers through substrategies that are embedded in the top-level strategy, without having to constantly switch between substrategies.

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