First Steps – CDP, Prediction & Trigger Engine

Once you have successfully logged in, you will be redirected to the start page of the software. This start page provides a comprehensive overview of all your customers.

At the top of the window, you will find the main menu. Use this menu to navigate within the software and access all available tools. Here’s a guide to the main menu options:

1. Data Management:
   • View standard statistics about the integrated data.
   • Assess the quality of your data.
2. Audience Segmentation:
   • Access the Customer Overview, which is your start screen.
   • Manage all saved segments.
3. Payment Accelerator:
   • View specific features for the extension package for credit card data.
   • Analyze standard statistics about customer behavior.
   • Use the Persona Dashboard.
   • Conduct Merchant-Category correlation analysis.
   • Evaluate Merchant Performance.
4. Trigger & Automation Engine:
   • Utilize the Trigger Engine to automate your marketing campaigns.
   • Configure your campaign tags.
5. Reporting:
   • Generate a variety of reports, including:
     • Campaign Overview Report
     • Campaign Performance Overview
     • Campaign Details Report
     • Revenue Report Overview
     • Campaign Impact Report
     • Campaign Impact Overview Report

Use these menu options to efficiently manage and analyze your customer data, automate your marketing efforts, and generate detailed reports to assess your campaigns’ performance.

For detailed information on how your software works, please visit your user manual, which you can find at the link provided. If you have any further questions, your ACCELERAID contact person will be happy to help you at any time.

7  Data Integration and Optimization at Acceleraid

Upon receiving your data, Acceleraid integrates it into a standardized data model designed to enhance AI capabilities and campaign automation. Our process ensures that your data is clean, consistent, and ready for sophisticated analysis and marketing efforts.

7.1 Credit Card Transaction Data Cleaning

• Merchant Name Standardization: We begin by normalizing merchant names. For instance, variations such as “AMAZON,” “PAYPAL * AMAZON,” and “AMZN” are consolidated into a single entity, “Amazon.” This standardization process is automated for each data import, ensuring consistency across all transactions.

7.2 Advanced Categorization

• Simplified Transaction Categories: Visa and Mastercard classify transactions into over 1,000 categories, which are too granular for effective marketing and sales strategies. To address this, we reclassify these transactions into 51 broader categories.
• Psychological Factors: Each category is enriched with psychological insights. For example, the “Kids” category indicates a high likelihood of customers having children based on their transaction patterns.

7.3 Model Development

• Categorization Model: Our categorization model leverages merchant names and Merchant Category Codes (MCCs) to accurately classify transactions. This model ensures that your data is not only cleaned and standardized but also enriched with valuable insights for targeted marketing.

Through these meticulous processes, Acceleraid transforms raw data into a powerful asset, ready to drive AI-powered campaigns and marketing automation with precision and sophistication

8  Automating Your First Campaign on the Acceleraid Platform

Once everything is set up and data integration is occurring regularly, you can begin automating your first campaign. Follow these steps to get started:

8.1 Navigate to the Trigger Engine:

• Go to the “Trigger & Automation Engine” section.
• Click on “Trigger Engine”.

8.2 Understanding Campaign Sets and Campaigns:

• Campaigns: These are individual entities that automate specific processes, such as sending a welcome email to a new customer.
• Campaign Sets: These are overarching entities that group multiple campaigns. To activate any campaign, you must set the overarching campaign set live.

8.3 Creating a New Campaign Set:

• For a new system, you need to create a new campaign set.
• Example Campaign: Target credit card customers who have been customers for 10 to 20 days but have not made any transactions yet.

8.4 Enabling Edit Mode:

• Click on “Enable Edit Mode” in the upper left corner.
• Select “Create New” to create a new campaign.

8.5 Defining the Audience:

• Choose customers who have been with you for 10 to 20 days, have no transactions in the last 20 days, and have an email option.
• You can save pre-conditions such as email opt-ins and blacklist statuses in the Customer Overview as a segment for reuse in future campaigns.
• Define the audience by clicking on “Add Parameter” and selecting the appropriate parameters in the popup.

8.6 Setting Blocking Criteria:

• Typically, you will block the current campaign to ensure each user receives it only once.
• You have complete flexibility to set other blocking criteria as needed.

8.7 Defining Campaign Goals:

• Specify what counts as a conversion, which is the goal the AI algorithm will optimize for.
• Unlike standard email tools, you have the flexibility to define goals based on all your data. For instance, a conversion might be counted if a user makes at least one transaction in the category airline or 10 transactions in supermarket.

8.8 Selecting the Output Channel and communication:

• Choose the email or email variants to be included in this campaign.
• They are synced with your email tool so you can create the templates there and select them in the Acceleraid Platform

By following these steps, you can efficiently set up and automate your first campaign on the Acceleraid platform, leveraging its advanced capabilities for precise targeting and optimization. For more details look at our User Manual.

9  Enhancing Campaign Performance with AI Optimization

When you add multiple variations of an email to a campaign, the system will distribute them equally among customers at random. To boost the conversion rate using AI, follow these steps:

9.1 Activate Reinforcement Learning:

• Click the red button in the upper right corner of each campaign.
• Enable Reinforcement Learning.

 9.2 Configure Optimization Goals:

• Define the goal for the algorithm to optimize, such as conversions or specific user actions.
• The algorithm will then prioritize and send out the email variant that performs the best.

9.3 Advanced Optimization with Context:

• For more sophisticated optimization, you can add context, such as age groups.
• The system will identify the best-performing variant for each specified group (e.g., 21-30 year-olds and 51-60 year-olds) and distribute emails accordingly.

By leveraging these AI-driven features, you can enhance your campaign’s effectiveness, ensuring that each target audience receives the most relevant and high-performing email variations.

For more details look at our User Manual.