8.13.3 Media Campaign Predictions + Sales Automations

What is included?

The Media Campaign Predictions APP contains everything you need to start adding dynamic predictions to your Media Campaigns.

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The app includes:

• A data recipe to filter, aggregate and transform your Media Campaign data and information from related objects (such as Advertisers, Tasks, Events ect.) and use it for reporting and predictions

• 3 Dashboard Templates, that out of the box display data and predictions:

  • Media Campaign Dashboard Account

  • Media Campaign Dashboard Owner

  • Top 5 Campaigns by Prediction (Small)

• Two Einstein Discovery Model Definitions, You can use these to predict certain results about your Media Campaigns:

  • Media Campaign Age Prediction

  • Media Campaign Closure Prediction

What can you do with the App?

With the Media Campaign Prediction Package you can do AI supported predictions and automations for your ADvendio Media Campaigns. These include:

Predict if a Media Campaign will close successful

Based on your own history Media Campaign Data, Predict the percentage of how likely a Media Campaign will reach a closed = won or booked stages. This means it is accepted by a customer and you can proceed to book the regarding Items.

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These predictions take into account your already existing history Media Campaigns or even externally stored historic Campaign data. But more so, we also add information about the related advertisers and agencies to the mix, like their industry and their past campaign win rates or their preferred media channels. You can also include information about your Campaign Owner as well as the open tasks connected to the campaign. You see there is quite a package of data that can be used here, already included in our templates!

Predict the time it will take to close a Media Campaign

Similar to the prediction how likely a Campaign will close, you can predict how many days this process will take. Having a clear view about when your Campaign was created and when it is expected to be closed, based on your own past Media Campaigns, can help you better understand your Sales Pipeline! It also may indicate Campaigns at risk, if the predicted closure date has already passed!

Jump Start to build own Media Campaign Predictions

But that is just the start! You can also use our ADvendio Data Templates, to build your own predictions. This can be three different types:

• How Likely a certain Yes or No value will be reached.

• How a high a Number field will likely be. This can be expected revenue, the number of days until it’s closed or a discount.

• The outcome for a picklist type of field. Check for example which goal for a Campaign is most likely to be used, out of a predefined list of goals

With the prebuild data sync of the ADvendio Addon, you can save lots of time, because we already query, filter and transform your Media Campaign data and you just need to start to define your desired predictions!

Add Predictions to custom Flows and automatically include them for users.

Building a flow which guides your users through the creation of Media Campaigns? Then you can add and reference Einstein Discovery Predictions in just a few clicks.

Display Media Campaigns in dynamic Dashboards and Rank Media Campaigns by Predictions

You can use the included writeback fields to store the results of predictions on your Media Campaign records. This makes them easily accessible, so you can also view that information outside of analytics.

Use this information to build Liste Views or Reports to rank your Media Campaigns by which are most likely to be closed successfully or those that are nearing the predicted close date. Similar to how the example Dashboard ‘Top 5 Campaigns by Prediction (Small)’ in our Analytics app is build.

Trigger Automation based on Prediction Results!

The before mentioned writeback fields to set up dynamic automations! Your Campaign has a predicted closure rate less than 50%? Send out a warning to the campaign owner or account manager via email, chatter.

Define updates that can automatically happen to your Media Campaign records or add the score to custom screen flows used to manage your Campaigns and enhance the information your users will receive. The simple Salesforce customizations and automation allow many different scenarios.

Requirements:

How to configure the features:

Schedule Data Syncs

To make sure the data used in Analytics is up to date, you will need to schedule data syncs manually. These make sure that your Salesforce Data in Analytics is updated and the predictions models and Dashboards can access the newest records.

To set this up, go to the Data Manager via App Launcher or from the Analytics Studio. You need to schedule two things.

1. The Salesforce data sync, via the Connections. Go to the Connections section and select the default SFDC_LOCAL, click the arrow symbol and select Schedule, now schedule according to your needs.

2. You need to schedule the recipes, which transform data to be used. For this go to the Recipes section. Select the recipe for Media Campaign Predictions: 'ADvendio Media Campaign Predictions Recipe' again via the arrow symbol, select schedule.

Deploy & Activate Einstein Predictions

After installing, you can find all components in the Analytics App: “Media Campaign Predictions”

In order to use the two predefined prediction models, you need to deploy and activate them.

Since the results depend on your Media Campaign data, slight adjustments can be expected. We recommend to check for any data alerts and solve those:

If you want to further customize the model or add own fields, you are free to do so and retrain the model. Find more information in our customization seciton.

If you are ready, click deploy model

You will be guided through the process of activating the model. Please select the option ‘Update an existing model’ to use the ADvendio template definition.

You will be guided through a process, that let’s you further customize and filter the data used for predicitons.

In the current version, you need to connect the Einstein Prediction to your Salesforce Objects, specifically the Media Campaign Object. This will be done in the deployment window and you need to select the fields that represent the values in the Object Field section.

If you are planning to use more detailed analytics information (such as the no. of closed won campaigns on your advertiser) you might need to connect a dataset additionally to the Media Campaign Object.

This can be done in the link to Supplemental Dataset section. Please note we provide a dedicated dataset for each prediction:

• Media Campaign Closure Probability Predictions

• Media Campaign Age Prediction

When you are done, you’re taken to the Model Maker, where you can see the performance.

Schedule Model Refresh for your Predictions

In the Model Maker you can also do additional settings, such as model refresh or model quality notifications. The Einstein Discovery Models are trained upon a snapshot of your current data. By scheduling a Model Refresh, you can make sure that the model is retrained and can take into account changes that occur over time!

To plan this, you need to go to the Model Manager and on the right hand side, select Automated Model Resfresh.

Clicking the schedule button, will open a new window, where you can set up a weekly or monthly refresh.

Use Prediction Writeback fields:

With our Pilot, we also provide two writeback fields, which are used to store the results of Predictions and can be further referenced in Reports or Dashboards:

• Campaign Age Prediction (Stores the predicted no. of days it will take to close the campaign)

• Campaign Closure Prediction (Stores the percentage, with which this campaign will reach a closed = won stage)

Using these fields outside of Analytics is optional.

Use Einstein Predictions:

Einstein Discovery offers many possibilities to use the predictions on the fly.

You can include the Einstein Predictions Component within your Media Campaign Lightning Record Page. For this simply drag the Einstein Predictions component in the layout, where you want to have it. Then edit it and select the Model, for example Predicted Media Campaign Closure.

The Prediction Component will dynamically be shown on your Media Campaign pages and will predict the desired outcome based on your current Media Campaign. Each time you change something, it will update the prediction!

Embed Dashboards into Record Pages.

The App contains two big and one small dashboard, which will display data in different ways. The dashboards can be viewed any time directly in CRM Analytics Studio. But you can also directly embedd them into Lightning Record Pages.

We provide templates for Account pages, and for Sales Reps (e.g. on a Lightning App home page)

To use them, create or edit a Lightning Record Page. Drag the CRM Analytics Dashboard component from the left side into your layout. Then click on it and on the right, select your desired Dashboard.

For Account Pages select: ‘Media Campaign Dashboard Account’

For Sales view select: ‘Media Campaign Dashboard Owner’

You need to additionally set a filter for the Dashboard, so it shows only the data for the selected account or only the data, where the current User is the Media Campaign Owner. For that paste one of these strings into the Filter String section:

For Media Campaign Dashboard Account:

{"datasets":{"ADvendioSMA__MediaCampaignDashboardData":[{"fields":["ADvendio__Account__c"],"filter":{"operator":"in","values":["$Id"]}}]}}

For Media Campaign Dashboard Owner:

[ "MediaCampaign.Owner", [ "{{cell(QueryLoginUser_1.result, 0, \"Name\").asString()}}" ], "in" ] ]