Using Playback to review the outcomes of existing Campaigns

Use Playback to review activities that are the outcome of existing campaigns. In version 12.1.3, you could only filter the views for Audience. From version 12.1.4, you can filter the views for Offers and Segments.

Procedure

  1. Access an Interactive channel, select the Playback tab.
    The Personalization Playback page appears.
  2. For View Type, perform one of the following actions:
    1. To filter views based on Audience, select the Audience tab.
    2. To filter views based on Offers, select the Offers tab.
    3. To filter views based on Segments, select the Segments tab.
  3. In case of Audience view, select the Audience level. The Audience level is not applicable for Offers view or Segments view.
  4. Select the available filters. If there are no filters, you can create and save a filter. You can also modify existing filters and delete existing filters.
    1. Creating Filters
      1. In the Criteria section, click + Add.
      2. Set filters by providing the required and appropriate values for the following fields:
        • Column Name - Contains the following options based on your selection:
          • Profile attributes if you select the Audience tab.
          • Offer properties if you select the Offers tab.
          • Segment properties if you select the Segment tab.
        • Operator - Contains conditional values.
        • Value - Enter an appropriate value.
      3. Click + Add to add more filters or click X to remove existing filters.
      4. To view the results after adding the filters, click Show Results. To save a new filter, click Save As.
    2. Modifying existing Filters
      1. Select a filter from the available filters.
      2. Make the required changes to the filters.
      3. To view the results after updating the filters, click Show Results. To save the changes to the filter, click Save.
    3. Deleting Filters
      1. From the list of available filters, select the delete icon succeeding the filter name.
    Note: A filter can be marked as a default filter, using the default filter icon, so that the system presents the default view when the user returns to the Playback tab.
  5. Based on the selections, the right panel displays the graph containing the Session count and the Audience count. You can filter the results in the graph, using predefined options, as follows:
    • Day - Displays the daily view grouped by hour.
    • Week - Displays the weekly view grouped by day.
    • Month - Displays the monthly view grouped by day.
    • Year - Displays the yearly view grouped by month.

    You can also filter the results to a Custom timeline. Click Custom and select the required date range.

    Select both the Start date and thw End date on the Calendar control. The custom date range does not work if only one of the dates are selected.

    Note:
    • A UI-based approach is also available below the graph that you can use to customize the date or time range. Just move the bars on either side to the required range.
    • From version 12.1.4, in case of Offers view and Segments view, the tooltip displays the top three offers or the top three segments, along with number of audiences and number of sessions. In case of Audience view, the tooltip displays only the number of audiences and number of sessions.
  6. Click the line on the graph that represents Sessions.
    The Audience Sessions side panel appears. The Audience Sessions side panel lists all the sessions and the following information related to the sessions:
    • Session ID
    • Audience ID
    • Session Start
    • Session End

    Use Search to search for a session. You can also also customize the number of Rows that can be displayed in each page.

  7. Additionally, in the Audience Sessions side panel, click any session to view more details.
    The Session Insights side panel opens. The Session Insights side panel lists all the details for a session listed in the Audience Sessions side panel and additionally provides the following information under Session Details:
    • Audience Profile - Lists the audience details for the session.
    • Audience Context - Lists the session parameters for the session.
    • Interaction History (API Trace) - Lists the API History for the session.
    • Event Pattern States - Lists the event pattern states for the sessions.
    • Presented Offers - Lists the offers presented during the session.
    • Suppressed Offers - Lists the offers suppressed during the session.

    Click each tile to know more.