Attribution AI UI guide

Attribution AI, as part of Intelligent Services is a multi-channel, algorithmic attribution service that calculates the influence and incremental impact of customer interactions against specified outcomes. With Attribution AI, marketers can measure and optimize marketing and advertising spend by understanding the impact of every individual customer interaction across each phase of the customers’ journeys.

This document serves as a guide for interacting with Attribution AI in the Intelligent Services user interface.

Create an instance

In the Adobe Experience Platform UI, select Services in the left navigation. The Services browser appears and displays available Adobe intelligent services. In the container for Attribution AI, select Open.

Accessing your instance

The Attribution AI service page appears. This page lists service instances of Attribution AI and displays information about them, including the name of the instance, conversion events, how often the instance is run, and the status of the last update.

You can find the Total conversion events scored metric located in the bottom-right side of the Create instance container. This metric tracks the total number of conversion events scored by Attribution AI for the current calendar year including all sandbox environments and any deleted service instances.

total conversions

Service instances can be edited, cloned, and deleted by using the controls on the right-hand side of the UI. To display these controls, select an instance from your existing Service instances. The controls contain the following information:

  • Edit: Selecting Edit allows you to modify an existing service instance. You can edit the name, description, status, and scoring frequency of the instance.
  • Clone: Selecting Clone copies the selected service instance. You can then modify the workflow to make minor tweaks and rename it as a new instance.
  • Delete: You can delete a service instance including any historical runs. The corresponding output dataset will be deleted from Platform. However, scores that were synced to Real-time Customer Profile are not deleted.
  • Data source: A link to the dataset being used. If more than one dataset is being used by Attribution AI, “Multiple” followed by the number of datasets is displayed. Upon selecting the hyperlink, the datasets preview popover is shown.
  • Last run details: This is only displayed when a run fails. Information on why the run failed such as error codes are displayed here.

Side pane

  • Conversion events: A quick overview of the conversion events configured for this instance.
  • Lookback window: The time frame you defined indicating how many days prior to the conversion event touchpoints are included.
  • Touchpoints: A list of all the touchpoints you defined while creating this instance.

Select Create instance to begin.

Create instance

Next, the set up page for Attribution AI appears where you can provide a name and optional description for your service instance.

naming an instance

Select data

By design, Attribution AI can use Adobe Analytics, Experience event, and Consumer Experience Event data to calculate attribution scores. When selecting a dataset only ones that are compatible with Attribution AI are listed. To select a dataset, select the (+) symbol next to the dataset name or select the checkbox to add multiple datasets at once. You can also use the search option to quickly find the datasets you’re interested in.

After selecting the datasets you wish to use, select the Add button to add the datasets to the the dataset preview pane.

Select datasets

Selecting the info icon info icon next to a dataset opens the dataset preview popover.

Select and search for dataset

The dataset preview contains data such as the last update time, source schema, and a preview of the first ten columns.

Select Save to save your drafts as you move along the workflow. You can also save draft model configurations and move to the next step in the workflow. Use Save and continue to create and save drafts during model configurations. The feature enables you to create and save drafts of the model configuration and is particularly useful when you have to define many fields in the configuration workflow.

The Create workflow of the Data Science Services Attribution AI tab with Save and Save and continue highlighted.

Dataset completeness

In the dataset preview is a dataset completeness percentage value. This value provides a quick snapshot of how many columns in your dataset are empty/null. If a dataset contains a lot of missing values and these values are captured elsewhere, it is highly recommended you include the dataset containing the missing values.

NOTE

Dataset completeness is calculated using the maximum training window for Attribution AI (one year). This means data that is more than a year old is not taken into account when displaying your dataset completeness value.

Dataset completeness

Select an identity

You can now join multiple datasets to one another based on the identity map (field). You must select an identity type (also known as an “identity namespace”) and an identity value within that namespace. If you have assigned more than one field as an identity within your schema under the same namespace, all the assigned identity values appear in the identity dropdown prepended by the namespace such as EMAIL (personalEmail.address) or EMAIL (workEmail.address).

IMPORTANT

The same identity type (namespace) must be used for every dataset you select. A green checkmark appears next to the identity type within the identity column indicating datasets are compatible. For example, when using the Phone namespace and mobilePhone.number as the identifier, all identifiers for the remaining datasets must contain and use the Phone namespace.

To select an identity, select the underlined value located in the identity column. The select an identity popover appears.

select same namespace

In the event that more than one identity is available within a namespace, make sure to select the correct identity field for your use case. For example, two email identities are available within the email namespace, a work and personal email. Depending on the use case, a personal email is more likely to be filled in and be more useful in individual predictions. This means you would select EMAIL (personalEmail.address) as your identity.

Dataset key not selected

NOTE

If no valid identity type (namespace) exists for a dataset, you must set a primary identity and assign it to an identity namespace using the schema editor. To learn more about namespaces and identities, visit the Identity Service namespaces documentation.

Mapping media channel and campaign fields

After you have finished selecting and adding datasets, the Map configuration step appears. Attribution AI requires that you map the Media channel field for each dataset you selected in the previous step. This is because without the Media channel mapping between datasets, insights derived from Attribution AI may not show up properly making the insights page difficult to interpret. Although only the Media channel is required, it is highly recommended that you map some of the optional fields such as Media action, Campaign name, Campaign group, and Campaign tag. Doing so allows Attribution AI to provide clearer insights and optimal results.

mapping

Defining events

There are three different types of input data used for defining events:

  • Conversion events: Business objectives that identify the impact of marketing activities, such as, e-commerce orders, in-store purchases, and website visits.
  • Lookback window: Provides a time frame indicating how many days prior to the conversion event touchpoints should be included.
  • Touchpoints: recipient, individual, and or cookie-level marketing events used to evaluate the numeric or revenue-based impact of conversions.

Define conversion events

In order to define a conversion event, you need to give the event a name and select the event type by selecting the dataset and field from the Select a dataset and field dropdown menu.

yes dropdown

Once an event is selected, a new dropdown appears to its right. The second dropdown is used to provide further context to your event through the use of operations. For this conversion event, the default operation exists is used.

NOTE

A string under your conversion name is updated as you define your event.

no dropdown

Next, you can select a combined dataset which is generated by combining all input datasets in the previous step. Alternatively, you can select a column based on individual datasets from the Select a dataset and field dropdown menu.

The Add event and Add Group buttons are used to further define your conversion. Depending on the conversion you are defining, you may need to use the Add event and Add group buttons to provide further context.

add event

Selecting Add event creates additional fields which can be filled using the same method as outlined above. Doing so adds an AND statement to the string definition below the conversion name. Select the x to remove an event that has been added.

add event menu

Selecting Add Group gives the option to create additional fields separate from the original. With the addition of groups, a blue And button appears. Selecting And gives an option to change the parameter to contain “Or”. “Or” is used to define multiple successful conversion paths. “And” extends the conversion path to include additional conditions.

using and or

If you require more than one conversion, select Add conversion to create a new conversion card. You can repeat the process above to define multiple conversions.

add conversion

Define lookback window

After you have finished defining your conversion, you need to confirm your lookback window. Using the arrow keys or by selecting the default value (56), specify how many days prior to your conversion event you wish to include touchpoints from. Touchpoints are defined in the next step.

lookback

Define touchpoints

Defining touchpoints follows a similar workflow to defining conversions. Initially you need to name your touchpoint and select a touchpoint value from the Enter Field Name dropdown menu. Once selected, the operator dropdown appears with the default value “exists”. Select the dropdown to reveal a list of operators.

operators

For the purpose of this touchpoint, select equals.

step 1

Once an operator for a touchpoint is selected, Enter Field Value is made available. The dropdown values for Enter Field Value populate based on the operator and touchpoint value you previously selected. If a value does not populate in the dropdown, you can type that value in manually. Select the dropdown and select CLICK.

NOTE

The operators “exists” and “not exists” do not have field values associated with them.

touchpoint dropdown

The Add event and Add Group buttons are used to further define your touchpoint. Due to the complex nature surrounding touchpoints, it is not uncommon to have multiple events and groups for a single touchpoint.

When selected, Add event allows for additional fields to be added. select the x to remove an event that has been added.

add event

Selecting Add group gives you the option to create additional fields separate from the original. With the addition of groups, a blue And button appears. Select And to change the parameter, the new parameter “Or” is used to define multiple successful paths. This particular touchpoint only has one successful path, therefore “Or” is not needed.

touchpoint overview

NOTE

Use the string under Touchpoint name for a quick overview of your touchpoint. Notice that the string matches the name of the touchpoint.

You can add additional touchpoints by selecting Add touchpoint and repeating the process above.

add touchpoint

Once you have finished defining all necessary touchpoints, scroll up and select Next in the top-right corner to proceed to the final step.

finished define

Advanced training and scoring setup

The final page in Attribution AI is the Advanced page used for setting up training and scoring.

new page set options

Schedule training

Using the Schedule, you can select a day and time of the week you want scoring to take place.

Select the dropdown under Scoring Frequency to select between daily, weekly, and monthly scoring. Next, select the days of the week you want the scoring to take place. Multiple days can be selected. Selecting the same day again de-selects it.

Schedule training

To change the time of day you want scoring to occur, select the clock icon. In the new overlay that appears, enter the time of day you want scoring to take place. Select outside the overlay to close it.

NOTE

It can take up to 24 hours for each scoring process to complete.

clock icon

Additional score dataset columns (optional)

By default, a score dataset is created for each service instance in a standard schema. You can choose to add additional columns based on your Conversion Event and Touchpoint configurations to the scoring dataset output. Start by selecting columns from your input dataset, you can then drag and drop them to change the order by holding down the left mouse button over the hamburger icon.

score dataset column addition

Region-based modeling (optional)

Your customers’ behaviors might differ significantly by country and geographic region. For global businesses, using country-based or region-based models can increase attribution accuracy. Each region added creates a new model with that region’s data.

To define a new region, start by selecting Add region. In the container that appears, provide a name for the region. Only one value (“placeContext.geo.countryCode”) populates from the Enter Field Name dropdown. Select this value.

Select region att

Next, select an operator.

region operator

Lastly, type in the country code in the Enter Field Value dropdown.

NOTE

Country codes are two characters long. A complete list can be found here ISO 3166-1 alpha-2.

region

Training window

To ensure that you get the most accurate model possible, it is important to train your model with historical data that represents your business. By default, the model is trained using 2 quarters (6 months) of conversion events data. Select the dropdown to change the default. You can choose to train with one to four quarters of data (3-12 months).

NOTE

A shorter training window is more sensitive to recent trends, whereas a longer training window creates a more robust model and is less sensitive to recent trends.

training window

Once you have selected your training window, select Finish in the top-right corner. Allow some time for the data to process. Once complete, a popover dialog appears confirming that the instance setup is complete. Select Ok to be redirected to the Service instances page where you can see your service instance.

setup complete

Governance policies

Once you go through the workflow to create an instance and submit the model’s configuration, the policy enforcement checks to see if there are any violations. If a policy violation occurs, a popover appears indicating that one or more policies have been violated. This is to ensure that your data operations and marketing actions within Platform are compliant with data usage policies.

popover showing policy violation

The popover provides specific information about the violation. You can resolve these violations through policy settings and other measures that aren’t directly related to the configuration workflow. For example, you could change the labels so that certain fields are allowed to be used for data science purposes. Alternatively, you could also modify the model configuration itself so that it doesn’t use anything with a label on it. See the documentation to learn more about how to set up policies.

Attribute-based access control

IMPORTANT

Attribute-based access control is currently available in a limited release only.

Attribute-based access control is a capability of Adobe Experience Platform that enables administrators to control access to specific objects and/or capabilities based on attributes. Attributes can be metadata added to an object, such as a label added to a schema field or segment. An administrator defines access policies that include attributes to manage user access permissions.

This functionality allows you to label Experience Data Model (XDM) schema fields with labels that define organizational or data usage scopes. In parallel, administrators can use the user and role administration interface to define access policies surrounding XDM schema fields and better manage the access given to users or groups of users (internal, external, or third-party users). Additionally, attribute-based access control allows administrators to manage access to specific segments.

Through attribute-based access control, administrators can control users’ access to both sensitive personal data (SPD) and personally identifiable information (PII) across all Platform workflows and resources. Administrators can define user roles that have access only to specific fields and data that corresponds to those fields.

Due to attribute-based access control, some fields and functionalities might have access restricted and be unavailable for certain Attribution AI service instances. Examples include, “Identity”, “Score Definition”, and “Clone.”

At the top of the Attribution AI workspace insights page, the details that show in the sidebar have restricted access.

The Attribution AI workspace with the restricted schema fields highlighted.

If you select datasets with restricted schemas on the Create instance workflow page, a warning sign appears next to the dataset name with the message: Restricted information is excluded.

The Attribution AI workspace with the restricted dataset fields highlighted.

When you preview datasets with restricted schema on the Create instance workflow page, a warning appears to let you know that Due to access restrictions, certain information isn’t displayed in the dataset preview.

The Attribution AI workspace with the restricted previewed schema fields results highlighted.

After you create an instance with restricted information and proceed to the Define goal step, a warning is displayed at the top: Due to access restrictions, certain information isn’t displayed in the configuration.

The Attribution AI workspace with the restricted fields of the instance results highlighted.

Next steps

By following this tutorial, you have successfully created a service instance in Attribution AI. Once the instance has finished scoring (allow up to 24 hours), you are ready to discover Attribution AI insights. Additionally, if you wish to download your scoring results, visit the downloading scores documentation.

Additional resources

The following video outlines an end-to-end workflow for creating a new instance in Attribution AI.

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