Script 109: Strategy Assignment

Purpose

The script assigns marketing campaigns to specific strategies based on campaign name, creation date, and accumulated clicks.

To Elaborate

The Python script is designed to automate the assignment of marketing campaigns to predefined strategies. It uses specific criteria such as the campaign name, the date the campaign was created, and the number of clicks accumulated by the campaign. The script applies a set of business rules to determine the appropriate strategy for each campaign. These rules include checking for specific tokens in the campaign name to assign initial strategies, evaluating the campaign’s age and click count to potentially reassign to different strategies, and ensuring that campaigns older than a certain threshold are assigned to a long-term strategy. The goal is to streamline the process of strategy assignment, ensuring that campaigns are managed efficiently and in alignment with business objectives.

Walking Through the Code

  1. Initialization and Setup
    • The script begins by defining constants for column names and initializing the strategy column in the output DataFrame with a placeholder value.
    • It sets up strategy values and campaign name tokens that will be used for matching and assignment.
  2. Rule 1: Initial Strategy Assignment
    • Campaigns are initially assigned to either an “Exc” or “NonExc” strategy based on the presence of specific tokens in their names, using a case-insensitive search.
  3. Rule 2: Reassignment Based on Age and Clicks
    • Campaigns that have been active for more than 14 days and have accumulated at least 100 clicks are reassigned to a “CPA BAU” strategy, provided they were initially assigned to an “Exc” or “NonExc” strategy.
  4. Rule 3: Long-term Strategy Assignment
    • Campaigns older than 60 days are assigned to a “CPA Evergreen” strategy, regardless of their initial assignment.
  5. Output Preparation
    • The script identifies campaigns whose strategies have changed and prepares an output DataFrame containing only these campaigns. If no changes are detected, an empty DataFrame is prepared.

Vitals

  • Script ID : 109
  • Client ID / Customer ID: 1306924343 / 69058
  • Action Type: Bulk Upload
  • Item Changed: Campaign
  • Output Columns: Account, Campaign, Strategy
  • Linked Datasource: M1 Report
  • Reference Datasource: None
  • Owner: Michael Huang (mhuang@marinsoftware.com)
  • Created by Michael Huang on 2023-05-17 22:18
  • Last Updated by Jonathan Reichl on 2023-12-13 11:18
> See it in Action

Python Code

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#
# Assign Campaign to Strategy according to:
#  - Campaign Name
#  - Campaign Creation Date
#  - accumulated clicks
#
# Author: Michael S. Huang
# Date: 2023-05-18
#


RPT_COL_CAMPAIGN = 'Campaign'
RPT_COL_ACCOUNT = 'Account'
RPT_COL_STRATEGY = 'Strategy'
RPT_COL_CAMPAIGN_CREATIONDATE = 'Campaign Creation Date'
RPT_COL_CLICKS = 'Clicks'
BULK_COL_ACCOUNT = 'Account'
BULK_COL_CAMPAIGN = 'Campaign'
BULK_COL_STRATEGY = 'Strategy'

outputDf[BULK_COL_STRATEGY] = "<<YOUR VALUE>>"

# define Strategies to map to
VAL_STRATEGY_IS_EXC = "SVOD - ID - Title_Exc-Launch - TIS"
VAL_STRATEGY_IS_NON_EXC = "SVOD - ID - Title_NonExc-Launch - TIS"
VAL_STRATEGY_CPA_BAU = "SVOD - ID - Title-BAU - CPS"
VAL_STRATEGY_CPA_EVERGREEN = "SVOD - ID - Title-Evergreen - CPS"

# define campaign tokens to match
VAL_CAMPAIGN_NAME_TOKEN_EXC = "_ Exc"
VAL_CAMPAIGN_NAME_TOKEN_NON_EXC = "_ NonExc"

# defines dates to check
print("timezone", CLIENT_TIMEZONE)
today = datetime.datetime.now(CLIENT_TIMEZONE).date()
date_14_days_ago = pd.to_datetime(today - datetime.timedelta(days=14))
date_60_days_ago = pd.to_datetime(today - datetime.timedelta(days=60))
print(today, date_14_days_ago, date_60_days_ago)

# define tmp column for new Strategy and set to empty
TMP_STRATEGY = RPT_COL_STRATEGY + '_'
inputDf[TMP_STRATEGY] = np.nan

### Rule 1: Assign to Exc/NonExc Strategy based on token in campaign name
###  case insensitive

inputDf.loc[ inputDf[RPT_COL_CAMPAIGN].str.contains(VAL_CAMPAIGN_NAME_TOKEN_EXC, case=False), \
             TMP_STRATEGY \
           ] = VAL_STRATEGY_IS_EXC

inputDf.loc[ inputDf[RPT_COL_CAMPAIGN].str.contains(VAL_CAMPAIGN_NAME_TOKEN_NON_EXC, case=False), \
             TMP_STRATEGY \
           ] = VAL_STRATEGY_IS_NON_EXC

### Rule 2: if Exc/NonExc campaign created more than 14 days ago and clicks >= 100,
###    assign to CPA BAU

inputDf.loc[ ( inputDf[RPT_COL_CAMPAIGN].str.contains(VAL_CAMPAIGN_NAME_TOKEN_EXC, case=False) | \
               inputDf[RPT_COL_CAMPAIGN].str.contains(VAL_CAMPAIGN_NAME_TOKEN_NON_EXC, case=False) ) & \
             (inputDf[RPT_COL_CAMPAIGN_CREATIONDATE] <= date_14_days_ago) & \
             (inputDf[RPT_COL_CLICKS] >= 100), \
             TMP_STRATEGY \
           ] = VAL_STRATEGY_CPA_BAU

### Rule 3: if campaign created more than 60 days ago,
###    assign to CPA Evergreen

inputDf.loc[ (inputDf[RPT_COL_CAMPAIGN_CREATIONDATE] <= date_60_days_ago), \
             TMP_STRATEGY \
           ] = VAL_STRATEGY_CPA_EVERGREEN

# find changed campaigns
changed = inputDf[TMP_STRATEGY].notnull() & (inputDf[RPT_COL_STRATEGY] != inputDf[TMP_STRATEGY])

# put changed campaigns into outputDf; if none, prepare empty outputDf
if sum(changed) > 0:
  print("== Campaigns with Changed Strategy ==", tableize(inputDf.loc[changed]))

  # only select changed rows
  cols = [RPT_COL_ACCOUNT, RPT_COL_CAMPAIGN, TMP_STRATEGY]
  outputDf = inputDf.loc[ changed, cols ].copy() \
                    .rename(columns = { \
                      TMP_STRATEGY: BULK_COL_STRATEGY \
                    })
  print("outputDf", tableize(outputDf))

else:
  print("Empty outputDf")
  outputDf = outputDf.iloc[0:0]

Post generated on 2024-11-27 06:58:46 GMT

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