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The SegmentStream Optimization module helps you maximize ROI by intelligently reallocating your budget across all digital channels and campaigns.

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Getting started

Before using the optimization module: To access the optimization module, navigate to the Optimization tab in the main menu. All your portfolios are listed on the main page along with their key metrics and potential uplift. Optimization module main page showing portfolio list

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Managing portfolios

To create a new portfolio, click + CREATE PORTFOLIO at the top right of the main page. For details on creating and editing portfolios, read the Portfolio setup guide. To view budget allocation recommendations, select a portfolio from the main page. Refer to the Portfolio optimize guide to get the most from a portfolio.

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In this section

Portfolio setup

Configure portfolio settings including strategy, optimization goal, schedule, and granularity.

Portfolio optimize

View budget allocation recommendations and apply changes across your channel portfolio.

Optimization overview

Analyze portfolio performance over time with adoption, prediction accuracy, and gain metrics.

FAQ

Common questions about optimization history, adoption, prediction accuracy, and gain calculations.