8.13.5 Campaign Planning & Product Recommendations

What is included?

The Campaign Planning Recommendations feature provides tools to streamline media campaign planning through intelligent, AI-driven product recommendations. This managed package extension includes:

• Recipe and Dataset: A prebuilt recipe for calculating product statistics based on your sales data, enabling better insights and recommendations.

• Planning & Product Recommendation Component: Receive a dynamic list of product recommendations for your Media Campaign, with our ne flow component for product recommendations. Due to flow support you can use this in many flexible ways, such as embedded into your Media Campaign Record Page.

What can you do with it?

The Campaign Planning Recommendations feature helps you elevate your media campaign planning by providing:

• Dynamic Product Recommendations: Based on frequently used products, commonly combined items, and the business type of your media campaigns.

• Streamlined Selection Process: Recommendations are displayed in a Salesforce Flow, enabling quick and informed decisions directly within your workflow.

• Data-Driven Insights: Leverage your sales and campaign data to optimize your media inventory utilization and improve planning efficiency.

Benefits

• Enhanced Campaign Planning: Save time and make more informed decisions with AI-powered recommendations.

• Optimized Media Inventory: Maximize the efficiency of your product usage and align recommendations with historical data.

• Seamless Integration: Utilize the Salesforce-native component for a fully integrated planning experience.

How to Use the Feature

Depending on how the recommendations are set up in your org, you can either access the planning recommendations as part of a custom flow, that guides you through the campaign planning process OR directly embed it into your Media Campaign Record Page, to use recommendations for the current Campaign you’re viewing.

Open

1. Generate Media Campaign information:

   • Show key information about your current Media Campaign

2. Product Filters:

   • You can use these to further filter your recommendations for more specific criteria, like Billing Category, the Media Type, Master size or for which goals they are set up as relevant for (See also goal relevance in 9.5 How to set up the inventory for the Self Service )

3. Search and Reset

   • If you click Search: a list of recommendations is generated for your current Media Campaign

   • Clicking Reset will reset your view and remove any filters

4. Recommendation List and Selected Products

   • Below you can see the individual product recommendations, based on different criteria. Each row is connected to an Ad Price and shows additional information, such as Ad Spec Name or List Price

   • Recommendations are generated by: Products that have been commonly used in similar campaigns; Products that have been often combined in a Campaign and Product

   • Clicking the plus symbol, selects a product for planning. You can view your selection in ‘My selected products’

Once done, you can view your selected products and click the next button to proceed to the follow up steps. What comes next, might depend on your individual flow.

Open

Requirements

How to Set Up

1. Installation and Configuration

1. Install the Managed Package: Obtain the installation link and follow the provided instructions to install the package into your Salesforce org.

2. Run Data Connectors: Ensure data connectors are configured to sync and prepare sales and campaign data.

2. Running the Recipe

1. Navigate to the CRM Analytics Data Manager in Salesforce.

2. Go to Recipes and run: Campaign Planning Recommendations Campaign Clustering Recipe

3. Schedule Data sync: To update your recommendations with the most recent business data, we recommend to schedule a data sync of the connector and recipe. Since the data for recommendations might not be as dynamic as for other recommendations, you can start with a weekly or even a monthly sync to update your data.

3. Configuring the Salesforce Flow Component and set up a custom Flow

1. Now to make the recommendations accessible for your end users, you need to create a custom flow and use our Campaign Planning Recommendations component.

2. We recommend creating a new screen flow.

3. Once you are at the desired step, you can drag our component directly into your screen. It can be found in the list of custom components to the left.

    

4. In order to run, the recommendations require a Media Campaign Record ID as input variable. The ‘products’ that were selected from recommendations, will be returned as Ad Price ID collection. For this open the advanced settings and check: Manually Assign Variable

    

5. Create your Campaign: You can now use these Ad Price IDs, in order to generate the desired campaign. These can either be used to create Media Basket Records for your Media Campaign or you can use them as base to directly create Campaign Item Records, with your desired settings.

Additional Notes

• CRM Analytics Plus licenses are required for full functionality, including dynamic recommendations and dataset generation.

• Without these licenses, users can access limited functionalities, such as read-only recommendations.

This documentation provides an overview of setting up and using the Campaign Planning Recommendations feature, offering customers a streamlined way to leverage AI-driven insights for media campaign success.