Offer Filtering Summary report
The Offer Filtering Summary report shows the number of proposed contacts (and associated percentages) removed by each rule in the Optimize session.
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The count for all Include/Exclude rules are reported as a single entry in this report. The breakout of individual exclusion rules is not supported.
If the number of surviving contacts in the optimized contact list is too high or too low, you can use this report to understand the impact of each rule. You can then modify the rules to be more or less restrictive.
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Although rules are shown in the same order as they are on the Rules tab, rules are not applied serially during the optimization process. The order in which Optimize applies the rules has no net effect on the optimization results.
Optimize generally credits rules in the following order:
1.
Exclude/Include rules
2.
Capacity rules
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Credit given to Capacity rules might be only approximate. First, if multiple Capacity rules can be responsible for excluding an offer, each rule is given a percentage of the credit. For example, if an offer can be excluded by three different Capacity rules, each rule is given 33% credit. Second, if a contact is excluded by both a Capacity rule and a For Each Customer rule, the For Each Customer rule might get credit.
3.
For Each Customer rules
Within a rule type, the Offer Filtering Summary report credits the rules in the order they are listed in on the rules tab of the optimization session.
The report is organized as follows:
Offer filtering summary report
Element
Description
Offer Count (Before Optimization)
The total number of proposed contacts
Rule Name
The name of the rule. "Exclude/Include" represents all Exclude/Include rules
Removed by This Rule
Number of proposed contacts removed by the rule. The percent of contacts removed by the rule is shown in parentheses.
Remaining After This Rule
Number of proposed contacts remaining after the rule ran. The percent of contacts remaining is shown in parentheses.
Total Removed
Total number of proposed contacts removed by the optimization. The percent of total contacts removed by the rule is shown in parentheses,
Total Remaining (After Optimization)
Total number of contacts remaining after the optimization ran. The percent of remaining contacts is shown in parentheses.
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