You can set up a number of Optimised campaigns to compete within an Optimising Area, such that each individual only receives - at most - 1 per Optimisation Window, (or up to 5 per Optimisation Window for Q2 2020).
Added in Q2 2020 - Multiple Campaings
Campaign Optimisation now supports the allocation of an individual across multiple campaigns over a span of time. It can reserve up to 5 campaigns per person ensuring that they are included in their “Best” campaigns. See Multi Campaign Optimisation
All optimisation set-up is done via the Constraints view of the area containing the campaigns (which can be nested within sub-areas).
On the Constraints view of an area, select the Campaign Optimisation check box. This turns the area into what is known as an Optimising Area. An Optimising Area has a daily, weekly or monthly Optimisation Task associated with it, through which you can reserve records for the best campaign they are eligible for, as determined in the next Optimisation Window.
A number of sub-views are now available to configure the optimisation process and see the results of previous runs.
The Campaign Optimisation option appears when you apply an area level contact strategy:
At the area level, in Plan-Edit mode:
- Navigate to and select the Constraints view in the top-right corner of the area view
- Select the Campaign Optimisation check box at the bottom of the screen
You can now see and access the optimisation sub-views to configure and publish the “Optimisation Task”.
The View icons are highlighted until defined and validated.
Added in Q2 2019