Collateral assignment

Overview

The Collateral Assignment block is used to assign collaterals to members provided by the connected member segments.

Opening the block, you can set up the following:

• Create or import collaterals (tags or event collaterals) to be distributed
• Map the member segments to collaterals

Adding the Block to the Canvas

1. Drag and drop the Collateral Assignment block onto the main canvas.
2. Connect it to one or more Segment blocks.
3. Double-click the Collateral Assignment block to open the configuration wizard.

You can create connections by linking the connector dots located on the sides of the blocks.

Segment-to-Collateral Mapping

The segment-to-collateral mapping defines which collaterals are assigned to which member segments. This determines what tags or event collaterals each segment's members will receive.

When the Collateral Assignment wizard is opened, each connected segment is automatically linked to a specific collateral.

You can adjust the checkboxes to change the mapping. This allows you to:

• Link multiple collaterals to the same segment

• Link multiple segments to the same collateral

This gives you full flexibility in defining how collaterals are distributed across segments.

Managing Manual Collaterals (Tags)

You can add additional collaterals manually by clicking the Add collateral button. After clicking the button, a dialog will appear where you can specify the name of the new collateral and save it.

To modify an existing collateral, hover over it and click the Edit icon.

You can also configure the following parameters in the Collateral Assignment wizard:

• Maximum collaterals per member
• Maximum collateral activation

By default, these values are set to 3 and 1,000, respectively.

If you enable the Single row per member checkbox, the output will contain only one record per member, with all assigned collaterals combined into a single field instead of multiple rows.

Managing Imported Collaterals (Events)

You can import existing collaterals by clicking the Import collateral button.

Note: After importing collaterals, any previously added collaterals (manual tags) will be removed from the wizard.

Once you click the button, the event selection wizard will open.

For details about the event selection wizard (imported vs. custom events, and what each column means), see Importing Events in the Personal Offers block documentation.

Importing an Event

After selecting an event and clicking the Import button, the collateral configurator will automatically connect all collaterals from the selected event to all segments linked to the Collateral Assignment block.

You can expand the imported event to view the full list of collaterals and deselect any collaterals that should not be assigned.

Collateral Output Formats

The default output format is a member-collateral key-value pair. For example:

MemberId,CollateralId
12345, pets 
12345, houseandgarden
4567, knitting
4567, female

If the desired output is only 1 row per profile, use the "Single row per member" check box which will change the output to:

MemberId,CollateralIds
12345,"pets,houseandgarden"
4567,"knitting,female"

After campaign execution is done you can find the information about each segment counts and counts for each collateral. To do that open the execution and double click on "Collateral assignment" block.