Goal-based decisioning

Score every decision against the metrics that matter to you

Score every decision against the metrics that matter to you

Score every decision against the metrics that matter to you

Score every decision against the metrics that matter to you

Score every decision against the metrics that matter to you

Tell the Decision Engine what the business is trying to achieve, then score every permitted action against that goal. You can combine several objectives, apply different priorities across the program, and change them without rebuilding campaigns. Governance continues to enforce the limits no decision may cross.

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Set your program goals

Set your program goals

Set your program goals

Set goals in business terms, including visit frequency, retention, revenue, margin, category growth, tier progression, or customer lifetime value. Each candidate action is scored according to how much it is expected to improve the chosen result after considering its cost. The same customer and actions can produce a different choice when the goal changes from increasing visits to protecting margin.

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Balance several goals at once

Balance several goals at once

Balance several goals at once

Combine several goals and decide how much each should influence the result. A program might place 60% of its emphasis on retention and 40% on margin, or pursue revenue growth while maintaining a fixed margin floor. Goals can be balanced against one another, but Governance limits remain firm. A decision cannot trade away a required margin or exceed a budget simply because it supports another objective.

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Set different goals per customer

Set different goals per customer

Set different goals per customer

Different customers and business areas can work toward different outcomes. A new customer might be encouraged toward a second purchase, a lapsing regular toward a return visit, and a VIP toward continued retention and basket growth. Goals can vary by customer group, location, incentive type, and period, ensuring each decision reflects the priority that applies to that situation.

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Change goals and decisioning follows

Change goals and decisioning follows

Change goals and decisioning follows

Adjust goals when business priorities change, such as increasing weekday visits, growing a category before a season ends, or focusing more heavily on retention. The Decision Engine re-ranks future actions against the updated objective without requiring campaigns to be rebuilt. Decision Simulation can show how the new goal would change recent choices before publication, while Optimization measures the results afterward.

How teams use goal-based decisioning

How teams use goal-based decisioning

How teams use goal-based decisioning

How teams use goal-based decisioning

Goal definition

Marketing, finance, and program teams can agree which results Decisioning should improve and how multiple goals should be balanced.

Constraint separation

Margin floors, budgets, consent, and other fixed limits remain in Governance, preventing goals from being achieved at an unacceptable cost.

Segment objective mapping

Different goals can apply to customer groups, locations, and incentive types according to what each part of the program needs to achieve.

Seasonal objective planning

Objective changes can be planned for specific periods, such as increasing quieter-day visits or growing a category before a season ends.

Change simulation

Proposed goals can be tested against recent decisions to estimate how rankings and costs would change before publication.

Goal reviews

Results can be measured against the objective the program was given, using holdouts to determine whether the intended improvement occurred.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Can’t find the answer you were looking for?

Can’t find the answer you were looking for?

  • Which objectives can I choose from?

  • Can I optimize for more than one thing?

  • What happens if or when objectives conflict?

  • How does this differ from margin-aware decisioning?

  • Can different segments or business locations have different goals?

  • How do I know the impact the program is having on my goals?

  • Which objectives can I choose from?

  • Can I optimize for more than one thing?

  • What happens if or when objectives conflict?

  • How does this differ from margin-aware decisioning?

  • Can different segments or business locations have different goals?

  • How do I know the impact the program is having on my goals?

Start unifying

your loyalty.

Start unifying

your loyalty.

Start unifying your loyalty.

Start unifying

your loyalty.

Start unifying

your loyalty.