Training offering

Campaign Optimize

Description

Participants learn how to maximize the effectiveness of their campaigns by applying the logic and functionality of Affinium Campaign Optimize to determine the optimal interaction strategies for each customer by looking across multiple campaigns' offers and channels. The course provides techniques to help limit contact fatigue, adhere to budget constraints, prevent conflicting offers, meet channel or inventory capacity limitations, and maximize marketing ROI and profitability.

Objectives

•    Describe the concept of optimization
•    Identify the functions utilized in the Optimize data stream
•    Complete the steps of optimization with Campaign and Optimize
•    Configure an Optimize session
•    Build Optimize constraints and rules
•    Run an Optimize session
•    Perform analysis against an Optimize session
•    Configure an Optimize pre- and post- Campaign flowchart

Participants

Users of Affinium Campaign Optimize for cross-channel optimization.

Prerequisite(s)

Learners must attend Introduction to Affinium Campaign or equivalent.

Options

Introduction
•    What is Optimization
•    Product Overview
•    Contact Stream optimization
Preparation and Creating an Optimize Session
•    Preparation
•    Creating an Optimize Session
Constraints, Rules, and Scores
•    What are Constraints and Rules
•    Rule Order
•    Exclude/Include Rules
•    Custom Capacity Rules
•    For Each Customer Rules
Creating and Executing a Pre-Optimization Flowchart
•    Optimize Process
•    Proposed Contact Table
•    Running an Optimize Session
•    Optimize Data Stream
•    Analysis
•    Configuring Campaign to Utilize an Optimize Session
•    Proposed Contact History Table
•    Leverage Optimized Contacts
•    Optimized Contact History Table
•    Post Optimization Flowchart
•    Extract Process