Creating a Strategy

In this guide, we will work through creating and deploying an example Strategy for Black Friday. Suppose we want to create a new Strategy with three distinct behaviors:

1. Black Friday - High Value

   • Triggers on Black Friday 2024
   • Contributes the price of the cheapest transport method, making that one free for the customer.

2. Black Friday - Low Value

   • Triggers on Black Friday 2024
   • Contributes 10 SEK to each alternative
   • Excludes a delivery type

3. Default tactic

   • Triggers when no other Tactics are reached
   • Contributes 10 SEK to each alternative - essentially a global discount

To create it, we can head over to Scope and follow these steps:

Validating and Enabling

All Strategies are saved as drafts by default, but when you're ready to use it, click the Validate and Enable button in the Strategy editor to validate its Conditions.

Make sure each Tactic Branch has at least one valid Condition, and that your default Tactic is set up.

Testing Your Strategy

Our Strategy testing tool allows you to create a mock order and apply your Strategy to it.

Here, we recommend you test various scenarios. In the context of our Black Friday example, this could mean ordering something with the date set to November 29th 2024 and comparing it to the same order on a different day.

The more detailed a Strategy is, the more we recommend that you explore different test scenrios, before moving on. We also encourage you test it in a group setting, involving all relevant parties in your organization.

Here's an example test for our Black Friday Strategy:

Deploying To Production

Once fully tested and saved, you can find your Strategy in the Strategies Table on the Strategies Page and press the deploy button to make it active in production.

You may only have one Strategy set as active in production, unless you trigger an A/B Test.

Improving Your Strategy

You can always reach in and edit the Strategy. However, we recommend you always validate and test after doing so.

For slightly safer editing, you may use our A/B Testing Functionality to ensure you have enough insights to validate your change!