The Campaign Optimisation Task

Overview of Process

You set up a daily Optimisation Task The daily task which reserves records for Optimised Campaigns on the Optimising Area The Area where priorities are set having turned on Optimisation, which is scheduled to run at a particular time each day. Individual campaigns in the Optimising Area can then have Optimisation Turned On which involves setting the criteria for each Optimised Campaign A Campaign within an Optimising Area that has records reserved for it.. On a daily, weekly, or monthly basis, the Optimisation Task reserves records for the best campaign they are eligible for, either based on campaign level priorities, or individual level scores.

At this time PeopleStage will:

• First determine which of the optimised campaigns are due to run in the next 24 hours.
  • Selections are run with a modified Today date based on what the date would be when the campaign runs for real.
• The Audience for each campaign runs in order to get a file of URNs for the Available Records The records which could be selected by an Audience. These meet the Audience’s selection criteria and are not subject to any wider communication constraints. Any Audience volume constraint has not been applied at this point..

In order to do this, any volume constraint on the Audience is not taken into consideration, since this is applied during the next stage

• These available records are then optimised, meaning they are reserved for the highest priority campaign for which they are eligible.

When each Campaign runs later in the day:

It runs its Audience but can only select from the set of Reserved Records A set of records that are reserved for an Optimised Campaign as part of the Optimisation Task.. Since the Audience criteria are applied again, some records that were reserved may no longer be eligible. For example, if a person has unsubscribed during the day.

If the Audience contains random elements (such as NPer or Limits) then it will not re-run the selections as there is no way to guarantee getting the same random records. Instead it just runs using the Reserved Records.

Once the Audience has run, the Reserved Records are marked as having been used. The Optimisation Task needs to run again successfully for more Reserved Records to be created.

Added in Q2 2019