Use Ometria's AI engine to create automation campaign journeys that adapt to each customer's channel affinity targeting contacts on the channel they are most likely to engage and convert on.
Add an AI channel optimisation action
Set up your automation campaign as usual and add a segment node.
After the Split test node, select the + icon and choose AI channel optimisation:
Use the toggle switches to include or exclude your channels and click Save.
Next, click the + icons for each channel to add your send nodes:
Make any changes you like to the rest of your campaign flow, email templates, message copy, etc.
Once you've saved and published your campaign, any contacts who meet the entry requirements and conditions will pass through the AI channel optimisation node.
The node assigns each contact a channel based on their data.
See also: Channel affinity
Set SMS quota
Sending SMS costs more than sending emails.
You can set a quota to limit the number of SMS your automation campaign can send in Edit Campaign Settings.
This sets the quota for the calendar month, so if you enter 10000 (ten thousand) as your quota for December, this number refreshes automatically on 1st January.
- If you duplicate an AI channel optimisation campaign, you'll need to add a new quota, as this data doesn't carry across.
Edit Campaign Settings is only available once your campaign has been saved.
Save your campaign, then select the cog icon in the top right of the screen and enter a number in the Set SMS quota for this campaign field:
This sets the quota for the calendar month, so if you enter 10000 (ten thousand) as your quota for December, this number refreshes automatically on 1st January.
Click Save.
Once you've set that up, whenever a contact passes through the AI channel optimisation node in your campaign and scores highest for SMS, Ometria checks whether or not the SMS quota has been reached.
- If the quota has not been reached, the contact receives an SMS.
- If the quota has been reached, the contact is filtered into the next best send node, i.e. email or push.
How it works
Ometria's AI engine calculates a score for each channel based on key metrics per contact:
- Click through rate
- Conversion rate on orders
- Unsubscribe rate for the channel
- Customer's most recent interactions with your brand
- Channel fatigue - making sure that customers aren't overexposed to any single channel
This data is run and recalculated once a week.
If the contact doesn't have any data for any channel, e.g. they have never clicked on an email, SMS or push notification, Ometria uses the channel with the highest account average as a fallback.
See also: Channel affinity
Reporting on sends per channel
Use the campaign performance reports to find out how many contacts received messages from each channel.
Go to: Campaign performance > Automation campaigns
Scroll down to the campaigns list and select the campaign you want to check.
See also: Monitoring individual campaign performance
Set your date range, then use the dropdown to select the relevant metrics:
- Emails sent
- Push sent
- SMS sent
Change the date range at the top of the screen to check performance each month, as well as check your number of SMS sent against your monthly quota.
How to check a contact's optimal channel
Each of your contacts is assigned an optimal channel, based on a score from our AI engine.
To see the best channel for a specific contact, go to the single customer view and check their Channel affinity:
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