The SegmentStream Optimization module helps you maximize ROI by intelligently reallocating your budget across all digital channels and campaigns.
This section provides a detailed explanation of the functionality of the marketing mix optimization module.
Getting Started
Before diving into the optimisation module:
- Ensure your events tracking is set up - Events tracking.
- Connect at least one data source - Data Sources.
- Define a minimum of one conversion event - Conversions.
Navigation
- To access the optimisation module, simply navigate to the "Optimization" tab in the main menu.
- All your portfolios will be listed on the main page of the optimisation module along with their key metrics and potential uplift.
Managing Portfolios
- To create a new portfolio, click on the “+ CREATE PORTFOLIO” button at the top right of the main page in the Optimization module. For more details on creating and editing portfolios, read our guide: Portfolio setup.
- To view budget allocation recommendations, select a portfolio from the main page. Refer to our detailed guide to learn how to get the most from a portfolio: Portfolio report.