Creating AI promotions

An AI promotion is a set of promotions selected by the AI engine for a particular customer. The promotions are managed by creating handbills, which provide settings for the AI engine. When a handbill is generated for a customer, the AI retrieves handbill-type promotions available to the customer and selects the most relevant ones.

Requirements

  • Import a product feed into Synerise.
  • Create handbill-type promotions.
  • Your transaction data history must be at least three months long.
  • To be able to assign multiple sets of promotions to customers, create a filter on the list of promotions.

Procedure

Creating a basic promotion

  1. Go to Campaigns menu icon > Personalized promotions.
  2. In the upper-right corner of the screen, click New handbill.
  3. Enter a name for the handbill.
  4. To inform other users about the purpose of the handbill, enter a description.
  5. Select one of the handbill types:
    • Check-in offers promotions before a purchase.
    • Check-out offers promotions after a purchase, these can be redeemed in a future transaction.
    • Mobile delivers the promotions to a mobile application.
  6. Perform one of the following actions:
    • If you want to make the promotions available to the customers, click Publish.
    • If you want to save the handbill as a draft, click Back.
    • If you want to add A/B Test conditions, proceed to Adding A/B test settings.

Adding A/B test settings

You can define variants of the promotions and set up a control group. The control group is a part of the customer base that doesn’t receive the promotions, so you can measure the effectiveness of your actions.

  1. In the A/B Test settings section, click Define.
  2. Add variants by clicking Plus symbol.
    You can add multiple variants.
  3. If you want to set up a control group, select the Enable a control group checkbox.
  4. Adjust the size of each variant and the control group by using the slider.
    Variant size adjustment
  5. If you want to change the variant generation method from AI (default) to randomized, click Advanced options and choose a setting for each variant.
  6. Click Apply.
    A list of additional settings sections becomes available.
  7. If you want to assign several sets of promotions to a customer, perform the following actions:
    1. In the Filters section, click Change.
    2. Click Enable filters.
    3. From the filter list, select the filters.
    4. Confirm your choice with Apply.
    5. Enable the filters by clicking Apply.
  8. If you want to limit daily redemptions per customer, perform the following actions:
    1. In the Limits section, click Change.
    2. In the Limit per day field, enter how many times a customer can redeem the promotions from the handbill each day.
      A promotion is considered redeemed when a product is purchased.
    3. Click Apply.
  9. If you want to change the default promotion expiration time (24 hours), perform the following actions:
    1. In the Activity section, click Change.
    2. From the drop-down list, select a time unit.
    3. In the Lasting field, enter the number of time units.
    4. Click Apply.
  10. If you want to change the settings of the AI engine, perform the following actions:
  11. In the Engine settings section, click Change.
  12. Adjust the variety of offered products by using the Variety factor slider.
  13. In the Group size field, enter the maximum number of similar products that can be offered as promotions.
  14. Adjust the frequency of delivering the same promotions by using the Redistribution frequency factor slider.
  15. Adjust the importance of a product’s popularity by using the Popularity boosting slider.
    Higher values mean that popular products are offered more often.
  16. Click Apply.
  17. Perform one of the following actions:
  • If you want to make the promotions available to the customers, click Publish.
  • If you want to save the handbill as a draft, click Back.
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