Included and Excluded Categories

You can use your product catalog file to specify whether a category should be included or excluded.

Included Categories

• These categories are available for offer assignment by either explicit selection in a fixed configuration or through personalization in a dynamic configuration.
• The spend value from a purchase of an item in these categories is eligible to qualify for offer progression.

To set a category as included in your file, mark the is_excluded field as false.

{"category_id":"2000","category_name":"Produce", "is_excluded": false}

Excluded Categories

• These categories are not available for offer assignment in either a fixed or dynamic configuration.
• The spend value from a purchase of an item in these categories is removed from transactions and will therefore not be qualified for offer progression.

To set a category as excluded in your file, mark the is_excluded field as true.

{"category_id":"2500","category_name":"Bakery", "is_excluded": true}

Conflicting Categories

When creating your catalog file, you are able to map a product to more than one category. In the event a product is mapped to at least one category that is excluded and at least one category that is not excluded, Formation will exclude that product from offer progression across all categories. 

NOTE: Read more on Warnings and Errors here.