---
title: Creating offers
slug: danske-bank-hol/creating-offers
description: >-
docTags: 
createdAt: 2024-01-30T23:03:21.354Z
---

In this exercise, you'll set up offers using Adobe Experience Platform's Offer Decisioning capability.

Offer Decisioning allows you to deliver the best offer and experience to your customers across all touch points at the right time. It consists in two main components:

- The **Centralized Offer Library** which is the interface where you create and manage the different elements that compose your offers, and define their rules and constraints.
- The **Offer Decision Engine** which leverages Adobe Experience Platform data and Real-time Customer profiles, along with the Offer Library, in order to select the right time, customers and channels to which offers will be delivered.

![](https://adbecdn.azureedge.net/labs/archbee/emeaProjectsAEPBootZurichLab2Ajo/ode-architecture.png)

## Offer overview

To get an overview of all offers in Adobe Experience Platform:

1. In the menu on the left side, under **Decision Management**, click on **Offers**. You will see a dashboard with information on your offers, collections and decisions.
2. Click on **Offers** at the tab bar. You will see an overview of all existing offers.

## Creating an offer

We'll be creating an offer for cross-sell products that can be shown to a customer who has a home loan, in this case, we will show them a home insurance offer.

Click on **+ Create offer**. Choose `Personalized offer` and click **Next**. The offer creation wizard will open, containing 4 steps. Details, representation, constraints and review.

### Offer details

1. Set the **name** to `[your name] - Home Loan Cross-sell Offer`.
2. Set the **start date** to `today's date`.
3. Set the **end date** to `December 31st`.
4. Add the **collection qualifiers** `Danske Bank`.
5. Your screen should look like the image below. Click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-iY75AeMnIdTsRv5guM4gZ-20250318-085321.png)

### Add constraints

In this step you define what customers are eligible to receive this offer as well as the priority this offer has. In our use case we want all customers that have shown interest in home loan product to be eligible to receive this offer.

1. For **Offer eligibility** choose `Visitors who fall into one or multiple audiences`.
2. Find and drag the audience called `[T] Home Loan: Application Submitted` onto the box under offer eligibility.
3. Set the **priority** of the offer to `10`. Priority is used whenever a profile is eligible for multiple offers, the offer with the higher priority will be selected.
4. We won't add any **capping **rules.
5. Your screen should look like the image below. Click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-hGgoZzq_6F3cwYQrJxRVG-20250318-085721.png)

### Add representations

Representations are ways this offer can be displayed. This allows you to manage how the offer is presented to the customer on various channels. For our use case we'll only need an email image offer.

1. For **Channel**, choose `Email`.
2. For **Placement**, choose `Email - Image`.
3. Pick an asset from the **Asset library**. Click on Browse. This will open Assets Essentials. Navigate to **Custom Demos > Danske Bank >Offers** and select the asset `home-loan-cross-sell-insurance.png`.
4. Your screen should look like the image below. Click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-3jcRbiLCmXkeGnSoi30BT-20250318-090143.png)

### Review

In the review step you'll see an overview of your offer. Check if it's correct and click on **Finish**. A window will show, choose **Save and approve**. 

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-m2JV84VVDtZg5N8Q-bbGK-20250318-090213.png)

You will be taken to the **Offer overview** screen.

## Collections

Collections are used to manage offers in logical groups and are required to build Offer Decisioning activities. Dynamic collections allow you to group offers based on qualifiers, while static collections allow you to manually curate the offers.

Click on **Collections** at the tab bar. You will see an overview of all collections.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-zhIgWA9ew5rcbGyGDGdh9-20250318-090357.png)

In our email, we want to include a personalized cross-sell offer. For this we'll need to create a collection to group all cross-sell offers.

1. Click on **+ Create collection**. A window will open. Enter `[your name] - Home loan cross-sell`  as the name for your collection and select `Create dynamic collection`. Click **Next** to create the collection.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-eFdaDrjkknrIuHkMz-MRf-20250318-090541.png)

The window will close and you'll be in the collection. Here you can define what qualifiers need to be included in your dynamic collection.

1. Change to **Has all collection qualifiers**. This means an offer needs to have all given qualifiers in order to be part of this collection.
2. Now let's add **qualifiers** to the collection. Typing in the field will trigger a dropdown for you to select the qualifier. Add the qualifier `Danske Bank`.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-GbAPOb7UU-AmeqaAcw9_4-20250318-090723.png)

:::hint{type="warning"}
You see a lot more offers created during the workshop as everyone has used the same collection qualifiers.
:::

Click on **Save**. You'll be taken to the **Collections overview** screen.

## Decisions

Decisions are containers for your offers that will leverage the Offer Decision Engine in order to pick the best offer to deliver, depending on the target of the delivery.

Click on **Decisions** at the tab bar. You will see an overview of all decisions.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-w_PCe8z0f1Oim1hiUGjPd-20250318-090819.png)

Click on **+ Create decision**. The decision creation wizard will open, containing 4 steps. Details, Add decision scopes, Add fallback offer and Summary.

### Decision details

1. Set the **name** to `[your name] - Cross-sell campaign`.
2. Set the **start date** to `today's date`.
3. Set the **end date** to `December 31st`.
4. Your screen should look like the image below. Click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-nlli729Qeo0DqqOclB0fc-20250318-090931.png)

### Add decision scopes

In this step you can define the scope of your decision. You can define what placements an collections should be considered by the Offer Decisioning Engine.

1. Set the **Placement** to `Email - Image`.
2. In **Evaluation criteria**, click **+ Add**
3. Pick your collection from the list and click **Add**. If you didn't create a collection, you can use `Danske Bank - Home Loan Cross-sell Offer`.
4. Leave the **eligibility** on `None`.*You can additional eligibility rules here that will apply to every offer within the collection.*
5. Leave the **ranking method** on `Offer priority`.*You can add more complex offer ranking here through the use of ranking formulas and AI models.*
6. Your screen should look like the image below. Click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-KtT-eCoYKv1TINpEzakCC-20250318-091109.png)

### Add fallback offer

A fallback offer is an offer that can be displayed if the profile is not eligible to any of the offers within the scope. These are usually generic offers that will be relevant to anyone. 

1. Check the fallback offer `Danske Banke - Fallback Offer` and click **Next**.

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-Ud7jMl6a8RjerNSIqUYxe-20250318-091152.png)

### Review

In the review step you'll see an overview of your decision. Check if it's correct and click on **Finish**. A window will show, choose **Save and activate**. 

![](https://api.archbee.com/api/optimize/Kr9jNQk3X89PNSZafWHK9-k3c3Jb34I_yVrHdnqBws_-20250318-091229.png)

You will be taken to the **Decision overview** screen.

:::hint{type="success"}
We have now successfully set up out first **Offer** and **Decision** to be used in our email communication!
:::