Configure Tactic Templates for Uplift
Configure the tactic templates that are related to the promotion template, and define the fields required to use Einstein Discovery’s prediction model for predicting uplift.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To create and edit tactic templates: | CGCloud Business Admin |
- From the App Launcher, find and select Promotion Templates.
- On the Promotion Templates page, select the promotion template for which you want to predict uplift.
- Under Trade Promotion Optimization, select TPO Enable Uplift Prediction.
- Save your changes.
- Click Related.
- Go to Tactic Templates and select New.
- On the Promotion Template Tactic Template page, select the tactic template for which you want to predict uplift.
-
In the TPO UP Tactic Type Mapping field, select a tactic identifier to map the tactic
to the Einstein Discovery prediction model.
Typically, you assign a tactic type with a higher correlation to volume changes to a lower identifier, such as 1, 2, or 3. Assign a tactic type with a lower correlation to volume changes to a higher identifier, such as 10, 9, or 8. If a tactic type isn’t correlated with volume changes, you can leave this field blank.
Note You can map multiple tactic templates to the same prediction model identifier. However, you can encounter errors when predicting uplift if the mapped tactics overlap within a promotion period. -
Select TPO UP Provides Discount to specify that the tactic
created from the referenced template provides discount through the TPO Discount
field.
Note You can set up multiple tactic templates for discounts. However, you can encounter an issue when predicting uplift if more than one tactic overlaps in a specific promotion period and if they are discount providers.
- Save your changes.
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