With Iterable’s Frequency Management, you can cap the number of email, SMS, and push notifications you send to help ensure that you don’t over message users in an Iterable project. Caps can be set for campaigns and message types, with messages sent until a user reaches the daily, weekly, or monthly limit you specify.
But what if you want to optimize those caps based on your users’ personal preferences? With Frequency Optimization (part of Iterable's AI Suite), Iterable considers each user's unique historical engagement data and chooses how many messages to send (within a range that you define) so users get the right number of messages for each message channel and type.
NOTE
To add Frequency Optimization to your Iterable account, talk to your customer success manager.
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# Frequency Optimization considerations
As you use Frequency Optimization, keep in mind that:
It optimizes sends for marketing messages. Transactional messages aren’t included in the message caps you specify.
After enabling it for a period of time that you choose (either a week or a month), you'll be able to see a breakdown of the frequency caps Iterable AI has selected for your users. You can then segment lists of users based on their user-specific frequency caps.
Frequency Optimization selects a frequency for sending messages that's based on project-specific data. It does not analyze cross-project data for the same user.
A maximum of 10 optimizations can be set for any project at one time. The number of currently used optimizations is reported on the bottom of the Frequency Management page.
If a user has less than three months of active engagement data, and Iterable can't determine an optimized frequency value, messages are sent based on the maximum cap set for Frequency Optimization.
# Enable Frequency Optimization
To enable Frequency Optimization, you need Manage Settings project permissions.
When managing the message frequency, you can specify an optimized frequency for each message channel (email, push, and SMS) and for each message type based on users' historical engagement data.
Go to Settings > Frequency Management.
To specify a range of values for Frequency Optimization to consider when selecting an optimal value for each user, select the appropriate tab, then choose Optimize for the channel setting.
Specify a minimum and maximum number of messages for this message channel (between 1—99). Each user’s cap will vary, within the defined range, based on their historical engagement data.
Specify the period of time (week or month) that Iterable AI should evaluate data before assigning a frequency value. After this period of time, you can view the audience distribution for a specified range. The time you select is also the period for which capping is applied before it’s reevaluated.
- To specify an optimized frequency value for a specific message type, repeat steps 2–4 for the desired type—the value you specify, here, overrides other channel-specific values you’ve provided.
- Click Save Changes.
# Review Frequency Optimization audience distribution
To generate an optimized frequency value for each of your users, Iterable AI analyzes user data for the period of time you specify (either a week or a month). Iterable then spends some time determining the appropriate optimizations for your users.
Following Iterable's evaluation, go to the Frequency Management page and under Audience Distribution by Optimized Frequency, view the number of optimized sends Iterable selected and the percentage of the audience that received each.
Alternatively, you can view each user’s frequency cap in their user profile
under itblDS: frequencyOpt.
# Segment users by their Frequency Optimization value
You can segment your users based on their unique channel or message type preferences, as follows:
To create user lists for users with a specific message-type optimization value or range of values, use
itblDS.frequencyOpt.caps.messageType<ID>.To segment users with a specific channel optimization value or range of values, use
itblDS.frequencyOpt.caps.<channel>.
For example, if you set a range of 7–11 messages per week for a message type
with an id of 343235, and you want to create a list of the users who are most
likely to engage with a number of messages in the higher end of that range,
create a segment like this:
For more information, see Segmentation Overview.
# Export Frequency Optimization engagement details
To access information about how frequency optimized sends that have completed or are underway for the past three months. On the top of the Frequency Management page, click Export CSV to view:
Configuration details for each optimized send
What caps were defined and how many users were associated with each value
# Want to learn more?
For more information about some of the topics in this article, check out these resources.