strategy listing
The Strategy Listing screen allows you to access and manage the strategies created in your account. From the listing screen, you can request to create a new strategy, edit, view details, preview, search, archive and Delete a strategy.
Getting to Strategy Listing
Navigation:
- From the Blox Home Page -> Click on Digital Experience Hub to visit the Digital Experience Home Screen.
- Click on Assets on the navigation bar and select Strategies from the drop-down menu to access the Strategy Listing screen.
- Alternatively, Hover over the Digital Experience Hub on the navigation bar and click on assets and select Strategy.
Search Strategy
- You can search for the created strategy using the strategy name via the search bar or use one of the suggested/recently searched keywords.
- You can find the search results populated in the table.
Sort Strategy
- Hover over the column header to find the sort icon next to each column
- Click the Sort icon to sort the column alphabetically either in ascending or descending order.
- If the sort is applied to multiple columns, the column for which the sort was applied last will take precedence.
Filter Strategy
- Hover over the column header to find the filter icon next to each column
- Click the filter icon to open up a dropdown from which you can multi-select the values to be filtered.
- You can also search for a filter value within the dropdown.
- The table will be populated with the filtered results.
Delete Strategy
- From the strategy listing table, next to each module name, click on the ‘Delete’ icon** under actions.
- Deleting a Strategy will permanently remove it from Blox.
- If the strategy is linked to other items, please Click the Request button to fill out the form provided to submit a request for the deletion, we will get back to you in 5-7 days.
Note: The user is not allowed to delete or archive a ‘Live’ strategy
Request creation of a New Custom Strategy
- Click on ‘Request New’
- In the form provided please fill out the necessary details. And we will get back to you with your Strategy within 7 to 14 business days.
Viewing a Strategy config
- From the Strategy listing table, next to each strategy name, click on the ‘Info’ icon** under actions.
- You can also access all the entities linked using the different tabs mentioned below
- Details ( Lists all the general Info of the strategy ) :
- Name
- Model
- Model Parameter
- Selected Catalog
- 1:1 Personalization
- Modules ( Lists all the module details linked to the strategy ) :
- Module Name
- Status
- Integration Mode
- Modified Date
- Experiences ( Lists all the experience details linked to the strategy ) :
- Experience Name
- Status
- Modified Date
- Details ( Lists all the general Info of the strategy ) :