Intelligent Delivery
Intelligent Delivery (formerly AI-suggested Campaigns) is the plan-based personalization layer. Instead of launching one manual campaign at a time, teams group several campaign objectives into a plan, configure audiences and coupons, review the forecast, approve the budget, and then launch or schedule the plan.
This section covers standard Intelligent Delivery plans. AI 1-to-1 Delivery is documented as a separate Campaign Personalization group because it starts from a business objective and Coupons Bank, then generates campaign structure, audiences, coupon allocation, and forecast automatically.
The key differentiator: before launching, you can review the operational forecast for each campaign action — expected reach, delivery, redemption, budget, incremental sales, and ROI indicators. After launch, the ROI view tracks actual performance against the forecast and supports reminders, exports, and voucher reprints.
Use Cases
| Use Case |
|---|
| → Build a monthly plan with Recovery, Up-selling, Cross-selling, and Custom campaigns, then approve only the campaign actions whose forecast fits the budget. |
| → Plan a CPG co-marketing activation, group campaigns by supplier/category, and review forecasted budget and incremental sales before launch. |
| → Configure a product reactivation plan for Customers who stopped buying a category, assign coupons, then compare ROI against the control group after execution. |
| → Launch an omnichannel plan where each audience action is split by email/SMS priority and reminder cost is tracked in ROI. |
How It Works
- Create a plan with validity dates, printing dates, optional CSV creation, and optional ROI calculation scheduling.
- Add one or more campaigns to the plan: Custom, Supplier, Recovery, Up-selling, Cross-selling, or 1-to-1 if enabled.
- Configure each campaign definition: objective, category, product scope, restricted Audience, supplier, or custom Audience actions depending on the type.
- Build the Audience step by assigning coupons, adjusting estimated delivery/redemption inputs when needed, and configuring channel splits for omnichannel delivery.
- Review the Forecast tab, calculate or refresh forecast data, change coupons if needed, and approve the campaign actions that should be included in the plan launch.
- Launch immediately or schedule the approved plan. Only approved campaigns are executed.
- After delivery, use ROI by Plan to calculate actual performance, send reminders, reprint vouchers, export ROI, and compare actuals against forecast.
Configuration
Go to Campaign Personalization → Intelligent Delivery in the Owner App to create AI-planned campaigns.
| Sub-section | Description |
|---|---|
| Campaign Types within a Plan | Recovery, up-selling, cross-selling, and custom campaign types |
| Plan Actions and Lifecycle | Validate, approve, launch, schedule, clone, delete, and monitor delivery |
| Forecast & ROI Preview | Preview expected reach, redemption rate, and ROI before launch |
| ROI Tracking | Measure actual incremental impact vs. forecast post-campaign |
| Pre/Post Analysis | Compare Customer behavior before, during, and after coupon delivery |
| Grouped Plans | Run forecast and ROI analysis across multiple categorized plans |
| AI 1-to-1 Delivery | Separate AI path for Coupons Bank: models, budget-driven allocation, validation, generation, forecast, and ROI KPIs |
How to Create a Plan
- Navigate to Campaign Personalization → Intelligent Delivery in the Owner App.
- Click New intelligent delivery.
- Fill in the plan fields:
| Field | Description |
|---|---|
| Name | Internal name for the plan |
| Availability | Date range when the plan and its campaign benefits are valid |
| Printing range | Date range when printable coupons can be printed or delivered at POS |
| Non-printable coupons | Use when the plan should not generate printable coupons |
| CSV | Creates the plan from an uploaded CSV template when the plan is externally prepared |
| Schedule ROI Calculation | Enables scheduled ROI recalculation after launch |
| ROI calculation frequency | Periodicity used when scheduled ROI calculation is enabled |
| Scheduled dates to calculate ROI | Specific dates when ROI should be recalculated |
- Click Save. The plan is created with status Draft.
- Open the plan and click Add campaign.
- Select the campaign type and complete the campaign wizard: Campaign Type → Campaign Definition → Audience → Forecast.
- In Forecast, approve the campaigns that should be launched. Approval is the step where the team accepts the forecasted budget and includes the campaign in the plan execution.
- If plan alerts are enabled, validate the plan and acknowledge any budget or configuration alerts before execution.
- Launch immediately or schedule the plan from the plan list. Only approved campaigns are included.
A plan can only be created if the administrator has previously configured the control group percentage in Configuration → Plans → General.
Plan Lifecycle
| Status | Meaning |
|---|---|
| Draft | Plan created; campaigns still being configured or reviewed |
| Approved / Completed campaign | A campaign inside the plan has been approved in Forecast and can be included in execution |
| Scheduled | Plan has a future send date |
| Delivering | Plan execution is in progress |
| Delivered | Plan has been sent; ROI can be calculated and reviewed |
| Forecast refreshing / Forecast error | Forecast calculation is running or failed |
| ROI refreshing / ROI error | ROI calculation is running or failed |
Plan Actions
From the plan index, each row provides action buttons:
| Button | Action |
|---|---|
| Play | Execute the plan immediately or schedule a send date |
| Validate plan | Run plan alerts before execution when alerts are enabled; execution is blocked until alerts succeed and are acknowledged |
| Show | View plan details and campaign list |
| Edit | Modify plan fields or campaigns |
| Clone | Duplicate the plan; all campaigns copy with status reset to "draft" |
| Delete | Remove the plan permanently |
| Delivery summary | Review delivery progress after launch, including total actions, coupons delivered, sending actions, pending actions, and delivery errors |
When launching a plan, only approved campaigns (those with a green "Like" status in the Forecast step) are included in the send. Rejected or incomplete campaigns are skipped.