To sample at the offer level
1.
In the Extract process in your flowchart:
a.
Retrieve optimized contacts according to package and offer code.
For example, if package A contains offers 1, 2, 3 and package B contains offers 1 and 4, this requires 5 Extract processes, one each for optimized transactions A1, A2, A3, and B1 and B4.
b.
(Optional) Retrieve optimized contacts from the CellCode field, if segmentation by cell is required for statistically valid hold-out control groups.
2.
(Required only if you performed step 1-b) If you need to re-segment back into the original cells to create statistically relevant control groups, add a Segment process to the flowchart and segment by the CellCode field. This allows you to put customer IDs back into their initial groups—for example, High-value and Low-value.
Refer to the IBM® UnicaCampaign User’s Guide for additional instructions on configuring the Segment process.
3.
Randomly sample each cell into a target cell and a control cell:
a.
Add a Sample process to the flowchart.
b.
Connect the Extract process to the Sample process.
c.
Double-click the Sample process.
Refer to the IBM® UnicaCampaign User’s Guide for additional instructions on configuring the Sample process.
The Sample tab appears.
d.
Select the input cell using the drop-down list in the Source Cell field.
e.
Select Random Sample as the sampling method.
f.
Create two output cells (a target cell and a control cell) based on random sampling.
4.
Connect all of the target and control cells belonging to a single package into a single contact process.
Refer to To include one Extract process per package for additional information on channeling multiple cells into separate contact processes.
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