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Loyalty Boost Product Reporting Handbook

Campaign Automation Reporting Training Handbook​

Contents​

This document provides an overview of the features and filters included in the Campaign Automation Dashboard, and summarizes the data available in the various dashboards and visualizations.

List of Dashboard Views​

  1. Campaign Summary
  2. Campaign Details
  3. Campaign Comparison

Filters​

The dashboard includes filters that let you select different options and combinations to analyze data. As you select options in a filter, subsequent filters update to reflect only the options relevant to your previous selections.

You can narrow down results using the filters. Most drop-down filters support multiple selections at once using the Apply button, and default to All. Some filters include a Search box where you can type a value to find it quickly.

The navigation bar lets you move across the different views of the Campaign Automation Dashboard in the following sequence:

  1. Campaign Summary
  2. Campaign Details
  3. Campaign Comparison

Annotations and Footnotes​

All dashboards include a list of useful notes, displayed when you hover over the Info icon in the top-left corner of the dashboard. Review these notes before using the dashboard.

Dashboard Views​

Campaign Summary​

The Campaign Summary dashboard provides an overview of a selected campaign based on the Campaign Start Date. The KPI Summary section lists financial and engagement metrics, including Incremental metrics. The bar charts visualize key financial and engagement metrics and let you break them down by dimensions of interest.

Note: Incremental results are for global test and control groups.

Layout​

Functionality​

The dashboard lets you view a selected campaign summary at the overall campaign level, with the option to break it down by segments such as Optimization Objective, Offer Type, and others. The Dimension Selection action items break the subsequent charts down by the selected dimension.

  1. Action Buttons (1–5): The first five action buttons let you break down the subsequent charts by the following segments: Optimization Objective, Offer Type, Offer Template Tag, Vendor Funded, and Slot Number.

  2. Action Button (6): The sixth action button, Offer Template, redirects you to the Campaign Details view, which shows a detailed analysis of the campaign at the offer code level.

  3. Spend/Margin/Attributed Spend switch (7): This drop-down menu lets you switch the metric displayed on the chart between offer eligible spend, offer eligible margin, and attributed spend.

Filters​

Campaign Start Date: A single-select drop-down filter that lets you select the campaign of interest. Each date corresponds to a unique campaign. Available values range from January 21, 2022 to the latest available campaign start date.

Campaign End Date: This is not a filter. This field is automatically populated based on the selection made in the Campaign Start Date filter.

Charts​

  1. Offers: # and Rate – Distributed / Accepted / Completed

    • What it shows: For the selected dimensions, the total number of offers distributed (shown as an orange reference line), and how many were accepted and completed. The chart also displays acceptance and completion rates.

  2. Members: # and Rate – Targeted / Accepted / Completed

    • What it shows: For the selected dimensions, the count of unique members who were targeted with at least one offer, and the subset who accepted and completed an offer, plus member-level acceptance and completion rates.

  3. Spend – Offer Eligible and Incremental (Absolute and % Lift)

    • What it shows: Dollar spend attributed to transactions that met an offer's eligibility rules. Absolute Incremental reflects the comparison between the Offer Test and Offer Control groups, and is estimated as the incremental uplift attributable to the offer.

  4. Cost of Points – Total and Per Completed Offer

    • What it shows: The total cost of loyalty points issued for completed offers, and the average cost per completed offer.

Campaign Details​

This view provides further detail at the offer template level for a selected campaign. It lets you see the campaign setup (slot configuration) and then deep-dive into offer template comparisons for the campaign.

Note: The KPI Summary section shows incremental results for global test and control groups, while the Dimension Deep Dive table shows incremental results at the offer level within the global test group.

Layout​

Functionality​

This dashboard includes multiple sections: a KPI summary, a section showing the top 10 (or any number you choose) offer templates, multiple pre-defined metric correlations, and the campaign setup for the selected campaign. The table at the bottom lets you choose up to four dimensions to drill up and down through results.

The available dimensions are:

  • Optimization Objective
  • Offer Type
  • Offer Template Tag
  • Vendor Funded
  • Slot Number
  • A dash ( - )

Each dimension selection slices the data. Selecting - does not drill further into the data.

Note: Results in the charts below are only for members receiving personalized targeted offers, that is, the global test group.

  1. Campaign Setup: Highlights the campaign setup — a combination of slot number, optimization objective, and slot offer template. This chart also acts as a filter for the other two charts and the table.

  2. Offer Template – Metric Correlation: Lets you analyze the correlation between two pre-defined metrics. Each bubble represents an offer template, and you can select metrics from the drop-down menus. This chart acts as a filter for the Top N Offer Templates chart and the table.

  3. Top N Offer Templates: Displays the top N offer templates (any integer you choose), ordered by the selected metric. Available metrics are:

    • Offers Distributed
    • Offer Acceptance Rate
    • Offer Completion Rate
    • Members Targeted
    • Member Acceptance Rate
    • Member Completion Rate
    • Offer Eligible Spend
    • Incremental Offer Eligible Spend
    • % Incremental Offer Eligible Spend
    • Offer Eligible Margin
    • Incremental Offer Eligible Margin
    • % Incremental Offer Eligible Margin
    • Cost of Points (COP)
    • COP per Completed Offer
    • Attributed Spend

    This chart acts as a filter for the Offer Template – Metric Correlation chart and the table.

Filters​

  1. Optimization Objective: Supports single or multiple selections of the optimization objective used in the promotion, such as Affinity, Penetration, Stretch, and All.

  2. Offer Type: Supports single or multiple selections of the offer type used in the promotion, such as Unit, Spend, and All.

  3. Offer Template Tag: Supports single or multiple selections of the offer template tag used in the promotion, such as Vendor Templates, Top 12 Categories, Lower 18 Categories, and All.

  4. Vendor Funded: Supports single or multiple selections for whether the vendor funded the promotion: True, False, or All.

  5. Slot Number: Supports single or multiple selections of the slot number associated with the promotion, from 1 through 10, and All.

  6. Offer Template: Supports single or multiple selections of the offer template used in the promotion, such as CAT eyecare, CAT batteries, CAT hair care, and All.

Table​

The table is a data cube that lets you analyze metrics across different dimensions or combinations of dimensions, with drill-up and drill-down capability.

Note: Results in the table are only for members receiving personalized targeted offers, that is, the global test group.

  1. Dimensions 1 to 4: Let you choose your own dimensions to slice and dice the data cube. Each drop-down contains the same list of dimensions and the dash ( - ). Each selection slices the data, while - does not drill further down. By combining dimension values, the table gives you full flexibility to view data at the desired granularity and visually compare results across dimension combinations.

  2. The table shows campaign details drilled down to up to four user-selected dimensions (for example, Optimization Objective, Offer Type, Offer Template Tag, Offer Template, and Slot Number). Rows segment results by the selected dimension.

  3. For each selected combination (row), the table shows Offers Distributed, Offers Accepted, and Offers Completed, along with their respective rates.

  4. It also shows Members Accepted and Members Completed (unique), along with their respective rates.

  5. It shows financial metrics including:

    • Offer-Eligible Spend and Offer-Eligible Margin (with absolute incremental and uplift %)
    • Attributed Spend (Offer Eligible Spend in completed offers)
    • Cost of Points (total and per completed offer)

Campaign Comparison​

The Campaign Comparison dashboard lets you view side-by-side comparisons of two campaigns. The charts let you compare campaigns at a rolled-up level or split by a combination of up to three dimensions.

Note: Results in the table are only for members receiving personalized targeted offers, that is, the global test group.

Note: Incremental results are for global test and control groups.

Layout​

Functionality​

The category selection maximizes flexibility by letting you view results across combinations of different category values. You can choose up to three categories to drill up and down through results. The available categories are:

  • Optimization Objective
  • Offer Type
  • Offer Template Tag
  • Slot Number

  1. Dimensions 1 to 3: Let you modify the dimensions in the data cube for analysis. Each category selection slices the data, while - does not drill further down. By combining category values, you can visually compare results across the hierarchy of dimensions.

  2. Spend/Margin/Attributed Spend switch (4): This drop-down menu lets you switch the metric displayed on the chart between offer eligible spend, offer eligible margin, and attributed spend.

Filters​

  1. Optimization Objective: Supports single or multiple selections of the optimization objective used in the promotion, such as Affinity, Penetration, Stretch, and All.

  2. Offer Type: Supports single or multiple selections of the offer type used in the promotion, such as Unit, Spend, and All.

  3. Offer Template Tag: Supports single or multiple selections of the offer template tag used in the campaign setup, such as Vendor Templates, Top 12 Categories, Lower 18 Categories, and All.

  4. Vendor Funded: Supports single or multiple selections for whether the vendor funded the promotion: True, False, or All.

  5. Slot Number: Supports single or multiple selections of the slot number associated with the promotion, from 1 through 10, and All.

  6. Offer Template: Supports single or multiple selections of the offer template used in the promotion, such as CAT eyecare, CAT batteries, CAT hair care, and All.

Charts​

  1. Campaign Selection (top tiles for each campaign)

    • What it shows: A side-by-side KPI snapshot for the two selected campaigns, including incremental total spend, member completion rate, incremental total spend per completed offer, and attributed spend, along with campaign start and end dates and supporting totals (for example, total spend, members completed, cost of points).

  2. Campaign Configuration – 1 and 2

    • What it shows: The campaign setup for both selected campaigns, based on the Dimensions 1 to 3 selections — optimization objective, offer type, offer template tag, and slot number.

  3. Offers: # and Rate – Accepted / Completed

    • What it shows: For each combination of dimensions selected, the counts and rates of offers accepted and completed, displayed for both campaigns to enable direct comparison.

  4. Members: # and Rate – Accepted / Completed

    • What it shows: For each combination of dimensions selected, the number of unique members who accepted and completed an offer, plus the corresponding acceptance and completion rates, shown for both campaigns.

  5. Spend – Offer Eligible and Incremental

    • What it shows: The offer-eligible and incremental spend/margin, or the spend attributed to offers, broken out by the selected dimension combination for each campaign.

    Note: Offer-level incremental results are within the global test group.

  6. Cost of Points – Total and Per Completed Offer

    • What it shows: The total loyalty point cost incurred and the average cost per completed offer, broken out by the selected dimension combination for each campaign.
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