Models

The model functionality in Mix Modeler allows you to configure, train, and score models specific to your business objectives. The training and scoring supports AI-driven transfer learning between multitouch attribution and marketing mix modeling.

The models are based on the harmonized data that you create as part of the Mix Modeler application workflow.

A model in Mix Modeler is a machine learning model employed to measure and predict a specified outcome based on a marketer’s investments. Marketing touchpoints and summary-level data can be used as an input. Mix Modeler allows you to create variants of models based on different sets of variables, dimensions, and outcomes, such as revenues, units sold, leads.

A model requires:

  • One conversion.
  • One or more marketing touchpoints (channels) comprised of summary-level data, marketing touchpoint data (event data) or both.
  • A configurable lookback window.
  • A configurable training window.

A model can optionally include:

  • External factors.
  • Internal factors.
  • Prior knowledge of marketing contributions from other sources such as past stakeholder experience, incrementally testing, other models.
  • Spend share, which uses relative spend share as a proxy when marketing data is sparse.

Create a model

To create a model, use the Mix Modeler step-by-step guided model configuration flow available when you select Open model canvas. See Create a model for more details.

Manage models

To view a table of your current models, in the Mix Modeler interface:

  1. Select Models from the left rail.

  2. You see a table of the current models.

    The table columns specify details about the model.

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto
    Column name Details
    Name Name of the model
    Description Description of the model
    Conversion event The conversion you have selected for the model.
    Run frequency The running frequency of training the model.
    Last run The date and time of the last training of the model.
    Status The status of the last run of the training of the model.
    StatusGreen Success
    StatusOrange Training issue
    StatusOrange Awaiting training
    StatusRed Failed
    StatusGreen _ (when a last run is in progress)
  3. To change the columns displayed for the list, select Column settings and toggle columns on Check or off.

You can take the following actions on a specific model.

Model insights

The model insights functionality is only available on successfully trained and scored models.

To view the insights of a model:

  1. Select Models from the left rail.

  2. Select the model name.

You are redirected to Model Insights.

View details

To view more details of a model:

  1. Select Models from the left rail.

  2. Select Info for a model to show a pop-up with details.

Duplicate

You can quickly duplicate a model.

  1. Select Models from the left rail.

  2. Select More for a model, and from the context menu select Duplicate.

Edit

You can edit the name, description and the scheduling of training and scoring of a model.

  1. Select Models from the left rail.

  2. Select More for a model, and from the context menu select Edit.

    In the Edit model dialog:

    • Enter a new Name and Description.

    • To enable scheduling, enable Status. You can only enable scheduling for models that are trained and scored.

      1. Select a Scoring frequency:

        • Daily: Enter a valid time (for example 05:22 pm) or use Clock .
        • Weekly: Select a day of the week and enter a valid time (for example 05:22 pm) or use Clock .
        • Monthly: Select a day of the month from the Run on every dropdown menu and enter a valid time (for example 05:22 pm) or use Clock .
      2. Select a Training frequency from the dropdown menu: Monthly, Quarterly, Yearly, or None.

      Edit a model

  3. Select Save.

Re-train

Re-train a model is only available on successfully trained models.

Consider to re-train a model when you want to:

  • Include new incremental marketing and factor data. For example, over the last quarter, market dynamics have changed or your marketing data distribution has changed significantly.

To re-train a model:

  1. Select Models from the left rail.

  2. Select More for a model, and from the context menu select Train. Alternatively, select DataRefresh Train from the blue action bar.

    In the Train model dialog, select the option to:

    • Train model with last 2 years of marketing data, or
    • Train model using specific date range of data.
      Specify the date range. You can use the Calendar to select a date range. You have to select a data range with a minimum of one year.

    Re-train a model

  3. Select Train to re-train the model.

Score or re-score

You can incrementally score a model based on new marketing data or re-score a model for a specific date range.

Consider to re-score a model when you want to:

  • Correct incorrect marketing data. For example, the recent paid search data you included in the training and scoring of the model missed a week of data.
  • Use new incremental marketing data that has become available through updates in the datasets you have configured as part of your harmonized data.

To score or re-score a model:

  1. Select Models from the left rail.

  2. Select More for a model, and from the context menu select Score. Alternatively, select DataRefresh Score from the blue action bar.

    In the Score marketing data dialog, select the option to:

    • Score new marketing data from mm/dd/yyyy, to score your model incrementally using new marketing data, or
    • Score specific date range of marketing data to re-score for a specific date range.
      Specify the date range. You can use the Calendar to select a date range.

    Re-train a model

  3. Select Score. When re-scoring a model using a specific data range, you see an Existing model is replaced dialog, prompting you to confirm to replace the model with new scores for the selected date range. Select Replace model to confirm.

Delete a model

To delete a model:

  1. Select Models from the left rail.

  2. Select More for a model, and from the context menu select Delete. Alternatively, select Delete Delete from the blue action bar.

To delete multiple models:

  1. Select multiple models.

  2. From the blue action bar, select Delete Delete to delete the models.

    note warning
    WARNING
    The model is deleted immediately.
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