Marketers can start configuring the Self-Optimizing Campaign right from the Create a campaign screen. Once the Campaign has been created, they can use the Edit button to go into edit mode and make further updates to the Campaign configurations.
As the user updates the Campaign's configuration, the updated values are displayed in the overview pane on the right. This pane provides an overview of the Campaign's various configurations. The overview pane is displayed at all times and includes links to open relevant artifacts.
- Configuring Self-Optimizing Campaign Details
The Campaign details section for Self-Optimizing Campaigns allows you to specify general information about the campaign, including its objective, start and end dates, financial details, and others.
- Configuring the Audience for Self-Optimizing Campaigns
The Audience section for Self-Optimizing Campaigns allows you to define the audience for the campaign. The audience can be based on an existing Segment, or randomly generated based on a specified audience size. If you have multiple customer contexts defined, self-optimizing campaigns target the primary customer context in your application.
- Configuring the Actions for Self-Optimizing Campaigns
The Actions section for Self-Optimizing Campaigns allows you to select the outbound channel and actions to be used in this campaign.
- Configuring the Outcome Optimization for Self-Optimizing Campaigns
The Outcome optimization section for Self-Optimizing Campaigns allows you to select a metric that should be used to monitor and improve campaign performance. For example, select Conversion Rate to prioritize actions by the ratio of actions sent to actions accepted. This optimizes the campaign to prioritize actions that will lead to higher conversions. Only rate metrics can be used to optimize outcomes.