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In the Plan creation screen:

1. In the Setup section:

   1. Enter a Plan name, for example Goal based plan. Enter a Description, for example A goal based plan.

   2. Select a Model from Select an option….

      

2. In the Goal section, select the goal you want to optimize your plan towards. You can select between

   • I have a budget to spend

     

     This option allows you to input budgets for one or more date ranges.

     1. In the Optimize container:

        1. Select a conversion from the Select conversion dropdown menu.
        2. Select a model from the Select model dropdown menu.

     2. Specify a Date range, either by typing dates or selecting a date range using .

     3. Enter a Budget.
        To add additional date ranges, each with their budget, select Add row.
        To delete a date range and associated budget, select .

     4. To define an optional maximum budget that you would like to constrain the plan within:

        1. Switch Maximize budget on.
        2. Specify the amount of the maximum budget. The amount should be equal or higher than the total amount of the budgets specified for the date ranges.

   • I have a target to achieve [Beta]{class="badge informative"}

     

     1. In the Optimize container

        1. Select a conversion from the Select conversion dropdown menu.
        2. Select a target metric from the Select target metric dropdown menu. You can select between Conversion, CPA, Revenue, or ROI.
        3. Select a model from the Select model dropdown menu.

     2. Specify a Date range, either by typing dates or selecting a date range using .

     3. Enter a value for the selected target metric. For example, a number for Conversion, a percentage for ROI, or currency values for CPA and Revenue.
        To add additional date ranges, each with their target metric, select Add row.
        To delete a date range and associated target metric, select .

     4. To define an optional maximum budget that you would like to constrain the plan within:

        1. Switch Maximize budget on.
        2. Specify the amount of the maximum budget.

3. Select Next.

In the Done with all required fields dialog:

• Select Create plan now if you want to generate an AI recommended plan with forecasted ROI. Select OK. Your plan is created.

• Select Edit channel budgets first if you want to edit channel budget and define advanced configurations before a plan with forecasted ROI is created. Select OK, so you can define your channel spend in Spend selection in the next step.

  note important
  IMPORTANT
  The information below is only relevant if you have selected the Edit channel budgets first

In the Spend selection section, for each budget date range, use the to open the channel distribution view for that data range.

You can use historical reference data if you want to use past marketing spend data and insights. Consider historical reference data to:

• Improve budget allocation by highlighting high-performing channels and poorly performing channels.
• Support trend analysis.
• Identify effective strategies and avoid mistakes while configuring plans.

If you select a historical reference period, you align to previous spend pattern preferences and Mix Modeler’s planning functionality can generate plans that are within your expectations. These plans should ultimately enhance stakeholder confidence, ensure that marketing plans are strategic, efficient, and that these plans are grounded in proven performance data and business needs.

1. Select the Spend pattern.

   • The default option is Automatic.
   • Select Historical reference and enter a Start date to refer to past marketing spend data already available to Mix Modeler. The End date is automatically determined based on the date range for which you define the spend pattern. The proposed start date is the first available past marketing spend date available. To indicate you have selected a non-existing or invalid historical reference period, you see a .

2. To define budgets for each channel, enter a value for Min and Max or use the sliders.

3. To toggle between currency or percentage input, select $ or % for View spend by. This toggle is disabled if you have selected target metrics that are not currency-based.

4. When finished, select Create.
   

5. Select Next.

In the Advanced configurations section, you can enter optional advanced configurations.

• Your plan name , model, date range and total budget are summarized.

• By default, Mix Modeler automatically calculates the average revenue per conversion using the latest historical seasonal data. In Average Revenue per conversion you can define specific average revenue per conversion.

  1. For each date range in your budget:

     1. Select a date range from the Date range dropdown menu.
     2. Enter an Average revenue value.

  2. Select Add custom average revenue per conversion unit to add a date range.

  3. Select to remove a date range.

  note note
  NOTE
  If your model doesn’t include historical revenue data, you must define an average revenue per conversion for each date range you specified for your budget.

• By default, Mix Modeler automatically calculates channel costs using the latest historical seasonal data. In Channel costs you can define custom channel costs.

  1. For each channel in your model, define a custom channel cost.

     1. Select a channel from the Channel dropdown menu.

     2. For each date range in your budget:

        1. Select a date range from the Date range dropdown menu.
        2. Enter an Average revenue value.

     3. Select Add custom average revenue per conversion unit to add a date range.

     4. Select to remove a date range.

  2. Select Add custom channel cost to add a channel.

  3. Select to remove a custom channel.

When finished, select Create.

In the Create plan dialog, select Create plan to create your plan. Select Cancel to cancel the creation of your plan. A No work is saved dialog is shown to confirm.