Plannings
Overview
Plannings allows the simulation of a result got from a combination of segments.
Without Plannings, it takes more time and resources to build the combination.
For example, a journey targets the audiences who
Loyal customers
Revenue more than $3,000 in 2021
Didn't make revenue in the first half of 2022
Made $4,000 in the last half of 2022
WIthout Plannings
Step 1: Create a loyal customer segment (segment 1)
Step 2: Create the segment for those who made revenue of more than $3,000 in 2021 (segment 2) and include segment 1. The combination of two segments is called segment A
Step 3: Create the segment for those who made a revenue in the first half of 2022 (segment 3). Segment A excludes segment 3 to have segment B
Step 4: Create the segment for those who made $4,000 in the last half of 2022 (segment 4) and include segment B.
With Plannings
Use Plannings to create the simulation of segment 1, segment 2, segment 3, and segment 4; and explore the final result before actually building it.
Planning types
There are two types of Plannings
Customer Plan is used the data of the Customer Business Object to build
Visitor Plan is used the data of the Visitor Business Object to build.
Configuration
The configuration of a plan includes
General information has Plan name and Description
Group is the audience segment
The combination logic between Groups includes 'Extend more people' and 'Exclude people'. A plan could have more than one group combined by the logic.
Group
Member input method and Segment member
The meaning of these settings are as similar to the settings of a segment.
However, Member input method includes Condition and Matching file only.
The feature allows creating a statistical report of the group.
The logic
A Group could combine with other Groups by including or excluding logic.
By clicking the icon, it switches the logic between 'extend more people' and 'exclude people'.
Other actions
save the settings of a group having two options'Save as new segment' is to save the Group as a new segment in Segments app
'Load to existing segment' is to replace an existing segment with the settings of the Group
collapse the settings of a Group
The combination logic
The plan has Group A includes Group B excludes Group C. The explanation is
Group B means the audiences of Group A include the audiences of Group B
Group C means the audiences combined by Group A and Group B exclude the audiences of Group C.
Explore
Explore of Group and Explore of Plan have the same function but
Explore of Group demonstrates the data of a Group
Explore of Plan demonstrates the data combined by Groups
Configuration
is the time CDP 365 created the data of Explore
includes 2 options:Private template save the report for the logged-in account
Public template save the report for everyone accessing CDP 365
Besides, Manage template manages the private templates and public templates.
select charts for the report
filter for the reportThe settings of the chart
a report could have more than one tab. A tab is a page of the report.
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