Sampling at the offer level is possible if you map the
Optimized Contacts Table (OCT) or use a template table to export the
offer codes. Then, extract the data from the table post optimization,
and perform segmentation that is based on the offer codes that remain.
Use this method to sample if your offer distribution is skewed.
About this task
For more information about working with flowcharts and
processes, see the HCL®
Campaign User's
Guide.
Procedure
- In your post-optimization flowchart, configure your Extract
process.
- Retrieve optimized contacts according to package and
offer code.
For example, package A contains offers 1,
2, 3 and package B contains offers 1 and 4. You need 5 Extract processes,
one each for optimized transactions: A1, A2, A3, B1, and B4.
- (Optional) If you must segment by cell for statistically
valid hold-out control groups, retrieve optimized contacts from the CellCode
field.
- (Required only if you performed step 1b.) To resegment
back into the original cells to create statistically relevant control
groups, add a Segment process to the flowchart and segment by the CellCode
field. This method is how you put customer IDs back into their initial
groups, for example, High-value and Low-value.
- Randomly sample each cell into a target cell and a control
cell by using the Random Sample option in the
Sample process.
- Connect all of the target and control cells that belong
to a single package into a single contact process.