At this step, you need to select the channel grouping that should be used for the specific Budget optimiser configuration. You also have the option to apply additional settings for each channel within the custom grouping. These settings will be specific to the Budget optimiser model you are currently setting up and will not impact the channel grouping itself.
1. Select a custom grouping
Select a custom grouping from the dropdown menu.
Channel grouping represents a custom grouping for marketing channels and is used to categorize data into logical categories, enabling better decision-making. It is important to note that channel grouping needs to be defined before setting up the Budget optimiser configuration. You can learn more about how to set up channel grouping in the documentation.
In the dropdown, you may see channel groupings in different formats:
There is a certain dependancy between a channel grouping and the Budget optimiser model. For example:
1. In the screenshot above, the channel grouping Funnel Grouping (Precis starter report) is greyed out because it uses the Meta data source, which is not used in the Budget optimiser model.
If a channel grouping appears greyed out (you can see its name but cannot select it), it means that none of its associated data sources match the data sources selected for the Budget Optimiser model.
2. In the screenshot above, the channel groupings Market Grouping (Precis starter report) and Channel Grouping (Precis starter report) can be selected, but they only have three data sources that match between the custom grouping and the budget optimiser model: Google Analytics 4, Google Adwords, and TikTok - while the other ones are greyed out.
You can select a channel grouping even if its data sources do not fully match the Budget Optimiser model configuration. When this happens, the entire channel grouping remains selectable, but any data sources that do not match the model configuration are greyed out and are automatically excluded from the Budget Optimiser modelling.
3. In the screenshot above, the channel grouping Copy of Channel Grouping can be selected, and all data sources match between the channel grouping and the Budget optimiser model: Google Analytics 4 and Google Adwords.
In this case, all data sources match between the channel grouping and the Budget optimiser model configuration.
2. Advanced settings for the channels within the selected channel grouping
There is a chance to fine-tune channels within a channel grouping to meet the specific needs of the Budget optimiser model:
Essentially, you have the flexibility to decide whether each specific channel within the channel grouping should be included or excluded from the specific Budget optimiser model.
