探索忠诚度绩效 loyalty-performance

在此页面上:​了解如何使用忠诚度挑战报告、机会和趋势来监控成员活动、挑战绩效、奖励结果、收入和计划推荐。

使用“忠诚度挑战”报表可查看您的挑战的执行情况。 查看哪些人正在注册、哪些人正在完成挑战,以及您的项目产生了多少收入 — 所有这些都在一个位置完成。 数据来自Adobe Customer Journey Analytics。

要打开报表仪表板,请转到Journey Optimizer中的​忠诚度挑战,然后在左侧导航中选择​绩效。

➡️ 观看如何使用质询报告衡量质询表现

报表界面有三个选项卡:

  • 报告:您面临的挑战的数字和图表。
  • 机会:根据忠诚度计划趋势和绩效数据,显示基于基础的特定挑战推荐。 查看挑战建议草案,以解决机会提出的问题,并使用同事自动创建挑战。
  • 趋势:带有​ 咨询AI ​按钮的Insight信息卡,该按钮打开了要求简要摘要的协作器。

“报表”视图 reports-view

报告​选项卡概述了您的项目在选定期间的运行情况。 使用页面顶部的日期选取器并选择​ 应用筛选器 ​按钮以更改报告时段并查看更新的数字和图表。

关键量度​区域一览即可显示四个数字。 每个量度还会显示与上一时段相比的百分比变化。

  • 忠诚度会员:期间有多少忠诚度会员处于活动状态。
  • 挑战赛注册:会员注册挑战赛的次数。
  • 收入:与质询活动关联的总收入。
  • 平均完成率:至少完成一项质询的已注册成员的百分比。

右侧的​ 最新见解 ​面板显示您的项目的最新见解。 选择​ 查看全部 ​以打开​ 机会 ​选项卡。

在关键量度下,挑战​部分为您提供了两个挑战活动视图。

  • 挑战参与:一个时间线,其中显示了该期间开始、正在进行和完成的挑战的成员数量。

  • 挑战报告:包含类型、状态和注册号等详细信息的所有挑战列表。 使用搜索栏查找特定质询。 选择挑战以查看其包含参与趋势和性能详细信息的完整报告。

    accordion
    挑战报告示例

“业务机会”选项卡 opportunities-view

机会​选项卡根据忠诚度计划趋势和绩效数据显示基于基础的特定挑战推荐。 推荐可以侧重于增加成员支出、赢回非活动成员、改善性能不佳的挑战、关注产品或类别,或解决积分过期问题。

仅当分析发现具有统计意义的趋势以及可以解决该趋势的解决方案时,才会出现机会。

机会信息卡包括一个类别标记,用于标识该机会与您计划的哪个部分相关。

类别
涵盖的内容
计划范围
忠诚度计划的整体状况和性能
层级
各成员层之间的收益率、变动和分布
挑战
特定挑战或跨挑战的活动、完成率和异常
产品
产品目录性能,包括视图、赎回和目录级别的趋势
成员生命周期
成员如何在注册、参与和流失阶段取得进展
趋势
基于时间的模式,如每周周期、季节性尖峰或趋势逆转

在​ 机会 ​选项卡中,您可以对每个信息卡执行以下操作:

  • 查看机会详细信息 — 选择​ 查看详细信息 ​以打开一个对话框,该对话框预览人工智能起草的挑战,包括其摘要、任务、奖励和推荐的理由。

  • 使用同事创建或编辑挑战 — 选择​ 使用AI创建 ​以在右边栏中打开同事。 使用同事的忠诚度挑战管理技能根据所选机会创建或编辑挑战,提供任何缺少的详细信息,并在不离开报告页面的情况下继续操作。

    创建挑战后,在聊天中选择​ 在忠诚度挑战中打开 ​链接以打开草稿挑战,并在发布之前验证挑战日期、任务和其他字段。

趋势​选项卡显示忠诚度见解和性能模式,这些见解和性能模式是​ 机会 ​选项卡中推荐的基础。

要探索人工智能趋势,请在趋势卡上选择​询问AI。 该操作将在右边栏中打开同事,并预填一个请求,以提供所选insight的简洁摘要。 然后,您可以提出后续问题或探索其含义。

操作说明视频 video

➡️观看如何使用质询报告衡量质询表现

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page explains how to use Loyalty Challenges reporting to monitor challenge performance, review grounded challenge recommendations and trends, and create a challenge draft from an opportunity with Coworker.

Intents

  • Open Loyalty Challenges performance dashboards.
  • Filter reports by date and apply the selected reporting period.
  • Review key metrics, challenge engagement, and challenge reports.
  • Review grounded opportunity cards based on loyalty program trends and performance data.
  • Open opportunity details to review a proposed challenge and its rationale.
  • Create a challenge draft with Coworker and review it in Loyalty Challenges before publishing.

Glossary

  • Reports (product-specific): The reporting view with numbers, charts, key metrics, challenge engagement, and challenge reports.
  • Opportunities (product-specific): A tab with grounded, specific challenge recommendations based on loyalty program trends and performance data.
  • Trends (product-specific): A tab that displays loyalty insights and performance patterns.
  • Challenge recommendations (product-specific): Grounded, specific challenge ideas based on loyalty program trends and performance data.

Guardrails

  • Reporting data comes from Adobe Customer Journey Analytics.
  • Challenge recommendations are associated with trends analysis.
  • Opportunities are surfaced only when the analysis identifies a statistically significant trend and a solution that can address it.
  • Opportunity details are grounded recommendations and should be reviewed before implementation.
  • Review challenge dates, tasks, and other fields in Loyalty Challenges before publishing.

Terminology

  • Do not confuse: Challenge engagement is a timeline showing how many members started, are in progress, and completed challenges; Challenge reports is a table of challenge details and enrollment numbers.
  • Trend refers to time-based patterns such as weekly cycles, seasonal spikes, or trend reversals.

FAQ

  • Where do I open Loyalty Challenges reporting? Go to Loyalty Challenges in Journey Optimizer and select Performance in the left navigation.
  • What does the Reports tab show? It shows numbers and charts, including key metrics, challenge engagement, and challenge reports.
  • What does the Opportunities tab show? It shows grounded, specific challenge recommendations based on loyalty program trends and performance data.
  • When are opportunities surfaced? Opportunities are surfaced only when the analysis identifies a statistically significant trend and a solution that can address it.
  • What does the Trends tab show? It shows loyalty insights and performance patterns.
  • What happens when I select Create with AI? Coworker opens in the right rail, where you can use the Loyalty Challenge Management skill to create or edit a challenge based on the selected opportunity, provide missing details, and continue without leaving the reporting page. After creation, select the Open in Loyalty Challenges link in the chat to open the draft and verify its dates, tasks, and other fields before publishing.
recommendation-more-help
journey-optimizer-help