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Campaign, personalisation and contact-policy teams

Send one relevant message instead of five competing ones

Three campaigns are eligible for the same customer this week. Each has a target. The customer has a contact limit and a complaint history.

A pilot's requirements are specified: the data, the authority and the consent design.

Seen by the customer · SMS, Kiswahili

From the record, not a run: what would reach them, on SMS, App, WhatsApp, USSD, in Kiswahili, English.

The case

Annotated from the record

What happened

Three campaigns want the same customer in the same week.

Three campaigns are eligible for the same customer this week. Each has a target. The customer has a contact limit and a complaint history.

What it reads

  • Every campaign the customer is eligible for
  • Contact frequency and the last message sent
  • Consent by channel
  • Suppression and complaint history

Checks before anything is sent

Eligibility, consent, contact frequency, suppression and conflict checks pass.

Every option considered, including doing nothing

  1. The one campaign with the best fit for this customer, sent onceConsidered
  2. A different channel or time for the same messageConsidered
  3. Hold every campaign until the contact window reopensConsidered
  4. No message, recorded with the reasonConsidered

No action is a valid outcome, and it is recorded with its reason. Nothing is computed on this page: the options are the record's own, and no run has decided anything.

Evidence record

Preview
Reference
Issued when a run is saved. An evaluation that was never saved has none.
Decision
One of the options, including no action, with the reason.
Checks
Eligibility, consent, contact frequency, suppression and conflict checks pass.
Evidence kept
  • Eligible campaigns
  • ranking reasons
  • contact history
  • suppression
  • delivery receipt
  • response
The measures
Response to the one message sent, against a held-out group and the contacts avoided.
Connection
Stated on every record. In the demonstration no operator system is connected, and each record carries that state.

The shape of the record, with no values. A reference appears only after a run is saved.

The improvement, and how it is measured

Hypothesis

A customer who receives one relevant message responds; one who receives five stops reading all of them and opts out of the sixth.

Desired result: Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails

Modelled not observed

No figure is modelled for this journey. The mechanism that could produce the result is stated instead.

Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain

Observed

Nothing yet. Measurement begins in a pilot’s validate stage, on your systems, against a comparison agreed first.

Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

Assumptions, costs and the record’s five answers
  1. 01
    Desired result

    The result wanted.

    Incremental revenue or retention; lower contact waste; improved conversion with margin guardrails

  2. 02
    Mechanism

    The mechanism that could produce it.

    Ingest → qualify → score → apply limits/consent → assign control → execute approved action → capture delivery and business outcome → monitor/retrain

  3. 03
    Evidence required

    The records kept to show it.

    Decision log; eligibility snapshot; price/order response; delivery receipt; control assignment; revenue/outcome ledger

  4. 04
    Costs and risks

    The cost, and the ways it can go wrong.

    Costs: Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline

    If it fails: Fail closed on eligibility/consent/price; queue retryable events; do not duplicate orders; route exception to campaign operations

  5. 05
    Measurement approach

    The measure that shows it helped.

    Randomised holdout where feasible; intent-to-treat primary view; pre-declared denominator; guardrails for complaints, margin and opt-out

    Measured on: Eligible population; treatment rate; conversion; incremental revenue; ARPU; churn; contact rate; margin; opt-out; decision latency

Nothing has been observed for this product. Every line above is the record's own design intent; measurement begins in a pilot's validate stage, on your systems, with the comparison agreed first.

The business side

The change
Response to the one message sent, against a held-out group and the contacts avoided.
Running cost
Setup fee + annual product subscription; optional managed execution fee; optional verified-outcome fee with agreed baseline
What evidence supports it
Eligible campaigns, ranking reasons, contact history, suppression, delivery receipt and response.

The journey in detail

Step by step, from both sides
StepWhat the customer experiencesWhat the operator does
The momentThe moment that started it.Three campaigns want the same customer in the same week.Reads every campaign the customer is eligible for, contact frequency and the last message sent, consent by channel, suppression and complaint history.
The decisionThe decision to be made.Nothing reaches the customer yet.Ranks the one message worth sending, or none, against the contact policy.
The safeguardsThe conditions that stop it.Still nothing. No action is sent until every check has passed.Eligibility, consent, contact frequency, suppression and conflict checks pass.
The actionThe action that reaches the customer.Send one message on the permitted channel at a permitted time, and hold the rest. Reaches them on SMS, App, WhatsApp, USSD, in Kiswahili, English.Recommends. The system that holds the right confirms, charges or provisions.
When it goes wrongRefusal, failure and recovery.Two campaign teams both believe their message went, and the customer receives neither, because the conflict was resolved after the send windows closed.The conflict is decided before either window opens, both teams see which message won and why, and the held campaign is re-queued for the next permitted window.
The resultThe change it made.What changed for them is what is counted; nothing else is claimed.Response to the one message sent, against a held-out group and the contacts avoided.
The proofThe proof anyone can check.Can be answered for, later, from the record.Eligible campaigns, ranking reasons, contact history, suppression, delivery receipt and response.

Operator systems remain authoritative. HeuriTel reads these to propose an action; it does not decide on their behalf.

Refusal, failure and recovery

What goes wrong

Two campaign teams both believe their message went, and the customer receives neither, because the conflict was resolved after the send windows closed.

What happens then

The conflict is decided before either window opens, both teams see which message won and why, and the held campaign is re-queued for the next permitted window.

The products in this journey

Available to see today

A pilot's requirements are specified: the data, the authority and the consent design.

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