Hello .. please can you give me some tips
I have a monthly campaign, with about 200,000 qualifying customers (all filters applied)
But, I only need a cell size of 20,000 every month
My problem is this :
It seems that (in optimization) the customers are being sorted by the Subject ID, all of the scenario rules are being applied,
and then the first 20,000 customers are selected
Which means that my selection of monthly customers only vary from Subject ID : A to H ..
It never selects customers from Subject ID : H to Z ?
Please advise how to randomize during Optimization (I guess)
Gerda
Hi Gerda,
According to SAS MA user guide on the optimization methods (page 186 for MA 6.5):
Please note the highlighted part. What is the customer ranking? Let's search further in the document, here we are:
So, I think you only need to set up a random sort order in your communications. There may be no out-of-the-box "random sort" option like in lthe Limit node, but can always create c calculated item using the "ranuni" function and sort by it.
Gerda,
From your post, I understand that you are looking at the mo_solution file and there is no customer with subject ID: H to Z. Is this the situation?
Could it be that for example, you are maximizing profit and customer A to H are the ones with the highest possible profit?
Which algorithm are you using: analytical or priority- based scenario?
Could you list your other scenario rules? Do you have contact rules?
Best,
Patricia
Hi Patricia .. Yes you are 100% correct
Hi am using priority- based scenario
And apart from the 20,000 constraint, I only have a Group Max Contact Policy of 1 Subject_ID
Gerda
Hi Patricia .. Do you by any chance have a solution for me yet ?
Gerda,
You are using Priority-based scenario optimization which works like this:
Prioritization’s objective is to allocate customers based on the priorities of the campaigns you assigned to those campaigns. Prioritization first assigns as many leads as possible to the cells with Priority “1”, then to Priority “2” and so on. The algorithm checks simultaneously for the max 20,000 constraints and the contact policy you have.
You must have assigned the priorities in such a way that the customers A-H have the highest priority until there are 20,000 customers in the solution.
If you want to change the solution you are obtaining, you could do several things (which one you choose will depend on the business problem you want to solve):
Best,
Patricia
Hi Gerda,
According to SAS MA user guide on the optimization methods (page 186 for MA 6.5):
Please note the highlighted part. What is the customer ranking? Let's search further in the document, here we are:
So, I think you only need to set up a random sort order in your communications. There may be no out-of-the-box "random sort" option like in lthe Limit node, but can always create c calculated item using the "ranuni" function and sort by it.
🙂 Thank you !! .. Thank you !! .. Thank you !!
Dmitriy,
If the method is prioritization and it is selecting customers from A-H, that selection won’t change even when you rank on customer rankings. The solution still be customers from A-H, their order might be different, but still the solution will never have customers from Subject ID : H to Z
Hello!
What Gerda wanted is actually a very logical business requirement and expectation, and Patricia's last answer surprised me.
Our clients rarely use the Priority-based Scenario method (more often it's either a full-blown SAS MO Analytical Scenario, or no scenarios at all), so I decided to recheck the method that Dmitry was talking about.
The purpose of the experiment is to select 20,000 random customers out of 200,000 satisfying filtering. The constraint is set in the optimization script. And for random sampling, he used the function of random generation of the number "ranuni".
Created a simple campaign:
This campaign was included in the optimization and in the scenario, limited the number of customers to 20,000.
Without the use of sorting by random value, a data set was obtained as in Gerda. In my case from A-C.
Added a computed element that uses the “ranuni” function in the export field and sorted by it.
As a result, customers were randomly allocated A-Z.
Sergey,
Thanks for participating in this discussion. The key issue here is that Gerda is using the priority-based scenario, not the analytical scenario.
The scenario described by Gerda has these characteristics
Based on her reply, we know that the campaigns the customers A to D are assigned are the ones that have the highest priorities, that is why once 20,000 customers are selected there is no need to continue selecting customers from E to Z.
About Priority – based scenario:
-Follows this process until either all the constraints are met OR it runs out of customers to allocate.
In the experiment we used Priority-based scenario.
I was really interested in whether the sample was sorted by subject_id and whether it was possible to change this behavior.
As the experiment showed, this is easily solved using ranuni.
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