At this step, you need to select the channel grouping that should be used for the specific Budget optimiser configuration. Additionally, you 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 a different format:
There is a certain dependancy between a channel grouping and the Budget optimiser model. Let’s look at the example:
1. The channel grouping is greyed out, meaning you can see its name but cannot select it. This is because the data sources used within the channel grouping and the data sources selected for the Budget optimiser model are different and do not match each other.
In the screenshot above, the channel grouping Funnel Grouping (Precis starter report) is greyed out because it uses the Facebook data source, which is not used in the Budget optimiser model.
2. You can select a channel grouping here, but not all data sources match between the channel grouping and the Budget optimiser model configuration. Non-matched data sources will be greyed out and will not be included in the Budget optimiser modelling.
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.
3. You can select a channel grouping here, and all data sources match between the channel grouping and the Budget optimiser model configuration.
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.
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.
