Grouped Plans
Grouped Plans lets you run cross-plan forecast and ROI analysis, aggregating results from multiple plans by campaign category or supplier. This is useful for quarterly planning reviews, CPG co-marketing reporting, budget allocation, and any scenario where you need a consolidated view across several plans instead of one plan at a time.
Use Cases
| Use Case |
|---|
| → Compare ROI across Recovery, Up-selling, and Cross-selling plans for Q3. |
| → Review total budget consumption and incremental ratio for a CPG partner across 10 simultaneous plans. |
| → Identify which campaign categories are underperforming relative to forecast before a plan closes. |
| → Group all plans for the same promotional period to understand how much budget each category consumes before approval. |
Prerequisites: Set Up Campaign Categories
Grouped Plans requires campaign categories to be configured beforehand. Categories are the main grouping dimension — each campaign should belong to a category for this feature to produce meaningful output. Supplier grouping is also available when supplier campaigns are configured with supplier data.
- Navigate to Configuration → Campaign Categories.
- Click the creation button (top right) to open the category modal.
- Enter a category name; leave the Priority field empty.
- Click Save.
Repeat for as many categories as needed. Once categories exist, they appear as a mandatory dropdown during campaign creation — each new campaign must be assigned to a category. This is how plans can later be grouped for budget and forecast review.
Categories that have no campaigns assigned will not appear in the grouped analysis output.
Running a Grouped Forecast
- Navigate to Campaign Personalization → Intelligent Delivery → Forecast tab.
- Select the plans you want to include in the analysis.
- Choose whether to group results by Campaign Category or by Supplier name.
- Optionally narrow results by selecting specific categories from the filter.
- The table updates with aggregated metrics across the selected plans.
- Review the aggregated budget and incremental sales before approving or launching the individual plans.
Use grouped forecast before launch when a team needs to answer budget questions such as: how much budget is allocated to Recovery vs. Cross-selling, which suppliers consume most of the campaign cost, and whether the expected incremental ratio is strong enough across the selected period.
Grouped Forecast Metrics
| Metric | Grouped row | Subtotal row |
|---|---|---|
| Grouped plans | Group name, such as campaign category or supplier | Total row for the selected grouping |
| Campaign type | Type represented inside the group | Aggregated campaign types in the group |
| Plan IDs | Plans included in the row | All plan IDs included in the subtotal |
| Delivered coupons | Forecasted delivered coupons for the row | Total delivered coupons across rows |
| Delivered (%) | Forecasted delivery rate for the row | Aggregated delivery rate for the subtotal |
| Total redemption (%) | Forecasted redemption rate for the row | Aggregated redemption rate for the subtotal |
| Budget (€) | Forecasted budget for the row | Total budget for the subtotal |
| Budget (%) | Share of the selected grouped budget | Share of total selected budget |
| Incremental sales | Forecasted incremental sales for the row | Total incremental sales for the subtotal |
| Incremental ratio | Forecasted return indicator for the row | Aggregated return indicator for the subtotal |
| Daily sales | Daily sales used as business context | Total daily sales for the subtotal |
| Redemptions | Forecasted total redemptions | Total forecasted redemptions |
| Estimated redemption | Estimated redemption percentage used in the grouped forecast | Aggregated estimated redemption indicator |
| Unique redemption (%) | Forecasted unique redemption indicator | Aggregated unique redemption indicator |
| Discount cost | Forecasted discount cost | Total discount cost |
| Loyal Guru cost | Loyal Guru cost component when applicable | Total Loyal Guru cost |
Exporting Grouped Plan Data
Click Export in the Grouped Forecast or ROI view to download the data. Due to Excel format constraints, exported data is presented as one row per campaign (not grouped). Use native Excel pivot/sum functions to reconstruct totals.
Exports are processed in the background for large datasets. Download the file from the Notifications section once processing is complete.
Running a Grouped ROI
After plans have been launched and redemption data starts coming in, navigate to the ROI tab in the same Grouped Plans section. The same filters (plan selection, grouping by category or supplier) apply, and actual delivery, redemption, cost, and incremental metrics replace the forecast estimates.
Grouped ROI columns include:
| Column | Meaning |
|---|---|
| Grouped plans | Group name, such as campaign category or supplier |
| Campaign type | Campaign type represented in the row |
| Plan IDs | Plans included in the row |
| Customers | Customers impacted by the grouped campaigns |
| Delivered coupons | Coupons actually delivered |
| Delivered (%) | Actual delivery rate |
| Total redemptions | Actual redemption count |
| Redemptions per Customer | Average redemption intensity among redeeming Customers |
| Total redemption (%) | Actual redemption rate |
| Unique redemption (%) | Share of delivered coupons or Customers with at least one redemption |
| Discount cost | Actual discount cost |
| Loyal Guru cost | Loyal Guru cost component when applicable |
| Incremental sales | Actual incremental sales measured for the grouped rows |
| Incremental ratio | Actual return indicator for the grouped rows |