Launch and optimize
Recommendations
Review prioritized campaign improvement opportunities
Recommendations translates campaign signals into reviewable ideas with a reason, priority, and expected outcome
What this workspace includes
- Recommendation cards
- Priority and rationale
- Affected campaign context
- Path to the relevant change
Complete workflow
- 1
Open Recommendations
Review current opportunities for the client
- 2
Read the rationale
Understand the signal behind a suggestion
- 3
Inspect the affected campaign
Confirm the recommendation fits the objective
- 4
Apply deliberately
Use the relevant campaign workflow
How records and settings behave
- A recommendation describes a proposed change
- The team chooses whether to apply it
- Current campaign data supplies its context
Working effectively
- Prioritize objective-aligned changes
- Review one change at a time
- Measure after applying a material change
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Recommendations?
Review current opportunities for the client
When is my work saved?
A recommendation describes a proposed change
How do I confirm the result?
Return to the related list or detail view and review its current status. Current campaign data supplies its context