Catalogs

A catalog contains catalog items and eligibility rules. The eligibility rules determine which catalog items are included or excluded from the catalog. You can also add metadata fields to further define the catalog.

Catalogs are built dynamically using eligibility rules that specify eligibility features based on the object type Catalog Item. A catalog is a visible offering to subscribers. Set up eligibility rules based on catalog item eligibility features or attributes to define which offers and bundles are available to subscribers and groups. For example, define mutually exclusive offers, allow a subscriber to purchase one instance of a particular offer, or define the number of each type of subscriber in a friend-and-family list.

When you create an eligibility rule in My MATRIXX, you specify the object type and select whether the rule applies to an attribute or an eligibility feature.

A catalog defines the features that must be met and must not be met based on the require list and exclude list:
  • RequireList — Holds the eligibility rules that must be true. All of the rules in the list must be met.
  • ExcludeList — Holds the eligibility rules that must be false. If any rule in the list is satisfied, the catalog item is excluded.

Defining Eligibility Features for a Catalog

The BasePlan catalog contains the catalog items that provide the BasePlan feature:
  • RequireList:
    • Object Type = catalog_item
    • Entity Type = feature
    • Name = BasePlan
The DataPlan catalog contains the catalog items that provide the PlanType=Data feature, but excludes those with the BasePlan feature:
  • RequireList:
    • ObjectType =catalog_item
    • EntityType = feature
    • Name = PlanType
    • Value = Data
  • ExcludeList:
    • Object Type = catalog_item
    • Entity Type = feature
    • Name = BasePlan