Action Properties
Action Properties enable you to add custom properties to Actions to support data-driven personalization. Actions are already evaluated with marketing priority, start/end dates, and campaign codes; Action properties help further personalize with custom properties.
Action properties can be numeric, text, or boolean. Multiple actions can share properties, and properties can be applied to multiple actions.
Multiple actions can share the same action property but apply different values to the property, which supports many-to-many relationships between actions and properties.
Create an Action Property
Action properties can be created either before assigning to actions or directly within the action configuration.
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Prior to assigning to an action, access action properties from Orchestrate > Action Properties.
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Click Create. The Create Action Property window appears.
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Name the Action Property.Note: Some special characters can not be used in Action Property names; if they are used, and a warning message will pop up stating "This value is not valid." Remove the special character from the name to continue.
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Select the Data Type. The available data types are described in the following table.
Data Type Type of data stored Text String data Datetime Date and time data Boolean True or false values Numeric Numerical data
You can also create action properties from Orchestrate > Actions. Create or select an action and click Add Action Property in the Action Properties section of the Edit Action window. This will bring you through the above mentioned steps.
Using Action Properties
Action Properties can be added to any action.
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From Actions, select the Action you would like to add an Action Property to.
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From the Edit Action window, scroll down to the Action Properties section. Click Add Action Property
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From the Action Properties window select any existing action properties to add to the action, or click Create Action Property to complete the steps to Create an Action Property.
After action properties are created and added to relevant actions, you can use the Eligibility Rules or Priority Rules editors to use the action properties (called Action Attributes) in your orchestration use cases.
Viewing and Editing Action Properties
From the Action Properties window, you can view, edit, and delete any action properties that have been created for your space.
Use the edit, dependencies, copy, and delete icons on the right side of the Action Property to perform the relevant actions.
Edit only enables you to change the name of a property, the Data Type can not be changed after creation.
Dependencies shows what actions each action property are assigned to.
Copy enables you to copy an action property as created, and change the name or data type if desired.
Delete will remove the action property, and will ask you to approve the deletion after it checks for any dependencies.
Example Action Property
In this example, we will use Lifetime Value (LTV) as an action property. Customers can create custom action properties such as LTV to add more context (metadata) to each action.
The LTV property data type is numeric and assigned a value relevant to the action; for example, 500.
When making eligibility or priority decisions for actions, instead of hard coding fixed values, the system can compare the customer's LTV attribute with the action's LTV property using operators like less than, equal to, or greater than.
In summary, the LTV action property example illustrates how custom numeric properties attached to actions can be used in rules to personalize and optimize next best action decisions dynamically.
