Table of Contents (TOC)
- Setting up database segmentation
- Creating permanent queries
So you’ve decided to create segmented audiences in Acoustic Campaign…
That’s a great idea.
Here’s how you can make it happen.
Defining your database segments is an important first step in setting up your Acoustic Campaign Phrasee Integration. The segments you create will be used to randomly assign contacts to split test and for your final send group prior to every send. This segmentation is best achieved using Acoustic Campaign functionality . i.e Using the special “Segmenting” field type and creating queries to select contacts based on the groups assigned by the “Segmenting” tool. This allows Acoustic Campaign users to split test more subject line variants than the four currently available. And, as we’ve always said: more variants means better data!
The testing methodology Phrasee uses to get the best results from every campaign is by sending the same email with different AI-generated and optimised subject lines (including one human-written subject line) to a subset of your audience. This is most effectively done at least four hours prior to your normal send time. This audience subset will be a small portion of your total database, and will then be split into xx splits. At your scheduled “final send” time Phrasee, will then check the results of your split test to determine which subject line achieved the highest open rate, then schedules your final email send using your awesome Phrasee subject line to be sent to the remaining / bulk of your audience.
You will need to provide Phrasee with Query ID’s, created using this manual, to be encoded in our system prior to your first send. The query setup is only done once. Phrasee will use the queries for all your subsequent sends. If the queries are delete or recreated you will need to send Phrasee the new ID’s.
The following instructions detail how to create the queries and update your database using the Acoustic Campaign segmentation tool and field type in order to populate the queries.
You will need to run the Acoustic Campaign segmentation tool prior to the sending of any campaign to ensure that the audiences selected are randomised for each and every send. It is suggested that this be scheduled soon after the previous split test has been completed to provide enough time to complete the operation prior to your next email.
Setting up database segmentation.
Login to Acoustic Campaign and open your main database as shown below.
Select the database you normally send to. Easy, right?
select “Add field” to your database
Give the field a valid meaningful name (this field will store a number that represents a split / segment that a contact will be assigned when segmenting your database) and assign it the “Segmenting” Field Type.
Run the segmentation tool to randomly select split test audiences.
Complete step 1 of the “Segment contact source” by completing forms. Base Segmenting Value=1, Select your segmentation field name created above and give the Data Job a name.
Complete step 2 by selecting “conduct sampling by selecting the following option and providing values”. Select“Number of segments” and fill in the number as defined by Phrasee (and confirmed with your Account Manager). Select the “Number” of contacts per segment (value should also be confirmed by your Phrasee Account Manager). Un-check “Automatically generate each segment as a” then click “Next” to move to Step 3.
Step 3 Click “Submit” to run the data segmentation job, it’s time for Acoustic Campaign to do its thing.
Acoustic Campaign should then confirm the Job has been submitted.
To use this segmentation in the your split testing you now need to create queries to select contacts based on the segmentation field specified.
Go to “Queries” in Acoustic Campaign, select “Create Query”
Complete the “Save Query As” form by select the “Master Database” you created the split number field in. Give the Query a meaningful name and include a split number. Select the location as “Shared” and the type as “Query”
In the Query creation form select “Add Criteria” Data field.
In the Data Field selection find the Split Number field you created earlier (remember that?).
Fill in the “Operator Field as “is equal to” and the value that corresponds to the Query being created. Eg. 1,2,3,4 …10. Then select “Done”
You should have the following setting for the Query which you can then “Save and Close”
Complete the Query creation by repeating the steps above to create all the queries you need depending on the number of split tests suggested by your Phrasee account manager (trust them, they know what they’re doing)
Creating the final send query to be used to send the best performing subject line to the remainder of your audience. We call them “the lucky ones”.
Give this query a different name like “Phrasee_Test_Winner” using the “Split_Number“ “is equal” to “0”. The final send query settings should look like the below image before clicking “Done” and “Save and Close”
Once all the Queries have been created you’ll need to record the query ID’s to send to Phrasee for inclusion in your Phrasee account. You can do this by hovering over the Query name:
Or by selecting the query and looking in the browser address bar (your choice!).
Record the Query ID per split test. Eg Phrasee_Split_1=555621 including your final send Query.
On an ongoing basis before each send you will need to follow the procedure for Segmenting your database until each job has been submitted.
You are now free to unleash the awesome power of audience segmentation!