How to Create an AI 1-to-1 Plan

AI 1-to-1 Delivery plans are created from a business objective and a Coupons Bank. Loyal Guru validates the coupons, generates the campaign structure, calculates forecast, and lets the operator approve the generated campaigns before execution.

Use Cases

Use Case
-> Create a plan that combines up-selling and cross-selling campaigns from one Coupons Bank.
-> Generate campaigns automatically for many product/category coupons without manually building each Audience.
-> Review forecast and approve only the generated campaigns that fit the business objective and budget.

How It Works

1. Create the AI Plan and define the plan-level fields.
2. Select the business objectives that should be generated.
3. Load and validate the Coupons Bank.
4. Configure objective-specific inputs such as up-selling period and cross-selling recency periods.
5. Generate campaigns and forecast.
6. Approve, reject, execute, or schedule the generated campaigns.

Configuration

Go to Campaign Personalization -> AI 1-to-1 Delivery.

Step	What to do	Why it matters
1. Create the AI Plan	Start a new AI 1-to-1 plan and define the plan description: name, availability, printing range, non-printable coupons, and optional ROI calculation schedule	Sets the operational window and reporting cadence for the generated campaigns
2. Select business objectives	Choose Up-selling, Cross-selling, or both	Determines which AI models and distribution logic will be used
3. Load the Coupons Bank	Paste coupon/discount IDs or import a CSV whose first column contains the IDs	Gives the AI the promotion inventory it can distribute
4. Add a restricted Audience, if needed	Optionally limit the whole plan to one existing Audience	Keeps AI allocation inside an approved population, region, segment, or partner scope
5. Configure objective inputs	Set the up-selling purchase period and/or cross-selling recency periods	Defines the behavioral window used by the models
6. Review Advanced configuration	Optionally override up-selling percentile splits or cross-selling Customer selection threshold	Lets the team adjust company defaults for this specific plan
7. Validate the Coupons Bank	Click Validate discounts bank and review blocking issues or warnings	Prevents generation with unusable coupons, missing affectation, duplicates, or unsupported coupon scope
8. Generate campaigns	Click Save and continue after validation passes	Loyal Guru creates AI campaigns, audiences, coupon assignments, and forecast
9. Review Forecast and approve	Review generated campaigns, cost, incremental sales, ROI, and approval status	Only approved campaigns are included in execution
10. Execute or schedule	Launch immediately or schedule the approved plan	Sends the generated coupon assignments to Customers

note

The operator still reviews and approves the generated campaigns before execution. AI 1-to-1 Delivery automates campaign generation and allocation, but it does not remove the approval step.

Before You Start

Before creating an AI 1-to-1 Plan, make sure:

1. The company has Intelligent Delivery and AI Plans enabled.
2. The Coupons Bank contains valid coupon/discount IDs.
3. Coupons are active, not archived, and have product or category affectation.
4. Company-level AI Plan defaults are configured for up-selling percentiles and cross-selling threshold.
5. The data required by PBS and cross-selling models is available for the company.
6. If the plan should be limited, the restricted Audience already exists.