Create Decision

Once you have a Business Object and a metric, start acting on them. Configure Decisions and related rules to evaluate metric data and trigger predefined actions with business logic whenever the metric data hits a specific threshold (condition).

Creating Decisions for customers

If you are a PubNub partner who has embedded Illuminate into your own website as part of your offering, you can create Decisions for your own use or for your customers (end customers) in the Illuminate section in the Admin Portal. Read Illuminate for PubNub Partners for additional information.

Use case

For our use case, we will create a Decision based on the previously created (and activated) Game engagement experiment Business Object and the Message sum metric.

We want to configure a Decision that defines a personalized message with a discount code to be sent to the guilds whenever the number of messages they publish within the 30 minutes period is 100 or more.

Check configuration details

Steps

Follow the sections to configure a Decision with actions and rules.

Create actions

Start by creating a Decision and defining what actions you want to trigger.

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Step-by-step guide

1. On the Decisions home page, click the Create Decision button. The Create new Decision modal is displayed.

   

2. Provide Decision name (Send discount code) and add an optional description explaining what this Decision does and is for.

3. Choose the source for your Decision by clicking Select Business Object and select the previously-created Game engagement experiment Business Object from the list.

4. Select an aggregation and the Message Sum metric from the dropdown list.

   After selecting the metric, Conditions for the decision will automatically populate with the data fields used in the chosen metric.

   You'll also see an empty Decision table preview at the bottom containing all auto-populated conditions as columns.

   Event-based Decisions

   The scenario presented in this step-by-step guide relies on a Metric Decision Type and metric-based conditions that populate automatically from that metric. For your scenario, you can use Event Decision Type and add conditions by selecting one or more data fields defined with the Business Object.

5. Now that you have set the conditions for your Decision, choose an action you want to execute when the rules for your Decision are met. Select + Add action, enter the action name (Send discount code - Rockin Guild), add an optional description, and select Configure.

   

6. Choose the Send message action type to create an action that sends a personalized message with discount codes to the guild members.

   

7. Select the publish and subscribe keys to be used to send the message to the guild’s channel ID, and enter the Body of the message you want to send ("${message}. Use ${discountCode} to buy ${purchasedItem}.").

   Variables can be defined in two ways. If you need to populate variables dynamically based on real-time data, use one of your conditions or add the data field as a condition. If you have static strings or values you want to use, create new variables that can then be defined in the decision table. We’ll define static variables in further steps.

   

8. Add optional Headers or Documentation / Notes and Save the action configuration.

9. Variables added in the action payload are shown on the Decision table preview as new columns. If you like, you can update their values.

   

10. Repeat steps 5-9 to create the Send discount code - Hurrah action for the Hurrah guild.

    

11. Select Create to finalize the Decision.

    

Add conditions and rules

Create rules that trigger actions whenever predefined conditions are met.

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Step-by-step guide

1. You can start either directly through a link from the module that pops up when you create a decision or by accessing the Decision and selecting the Edit Rules button on top.

   

2. Press + Add rule and define the following two rules for your Decision (set Hit Policy to Multiple and Evaluation frequency to 30 minutes).

   

   Decide how often you want each action to be executed by selecting the Action Execution Limit icon for each decision rule.

3. When you’re done, Save the changes.

Once you configure and save the Decision (with actions and rules ready), you must activate the Decision.

Activate Decision

To evaluate the conditions and rules and execute actions connected in previous steps, you must activate the Decision.

Conditions for activating a Decision

Head to the Additional details section for details on conditions that must be met to activate a Decision.

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Step-by-step guide

To activate a Decision, Click the Activate button.

You have one of these two options to choose from:

• Activate until manually deactivated.
• Set dates between which the rule will be active (dates will show your browser’s time zone).

After activating the Decision, you can still edit the values in the Decision rules.

Once you activate the Decision, the defined rules will start running, and the configured actions can get triggered. You can see that on a Dashboard with a chart created for the same metric you used in the Decision.

Illuminate for PubNub partners

If you’re set up as a PubNub partner, you’ll see a drop-down menu that allows you to select who you’re creating or working on Illuminate for.

• Select your own company name at the top of the drop-down if you’re creating Decisions for yourself.
• All customers to see which customers have been set up with Illuminate.
• A customer name to see only their Decisions and start creating or editing only for this one customer.
• All internal and customers for your own Decisions and those of the customers.

Depending on what you’ve selected from the partner drop-down menu, you’ll see a Customer column that provides information on who a Decision belongs to – a customer or your own organization.

• If you don’t see a customer in the drop-down menu, go to the Partner Portal section of the PubNub Admin Portal and make sure you’ve created the customer in PubNub and assigned a keyset to them.
• If, after selecting the customer, you don’t see apps or subscribe keys for selection, assign (a) keyset(s) for this customer in the Partner Portal.