Unmastered records - toggle on: impact to reporting

When the “Include Unmastered Persons" toggle in Campaign Reporting is switched to show Unmastered records, the lower-confidence linking logic methodology is applied (learn more):

      Step 1: Gather all Unmastered records created from call(s) to action for the campaign 
      Step 2: Match to existing Mastered records
      Step 3: Delete any Unmastered records that match to 8 or more Mastered records
      Step 4: Generate a match score for each matched record
      Step 5: Select the match with the highest match score between unmastered and mastered records

NOTE: Unmastered records created from a campaign’s call to action are the only Unmastered records that are included in reporting. Those that are part of targeting/retargeting, i.e., in the audience created in Audience Insights, are NOT included in reporting.

Reporting including Unmastered Persons

Whether the "Include Unmastered Persons" toggle is on or not, the same reporting tabs are displayed with the same metrics.

Let's review each tab so learn where Unmastered records data is seen in reporting  when the toggle is on.

For a visual comparison of when reporting includes only Mastered records and when Unmastered records are included for all impacted tabs, click here.

 

 

• Cost Matrix: no change when including Unmastered records
• ROI Dashboard:
  • Matched leads - will likely increase
    • Leads will be the same but with lower-confidence linking will connect Unmastered records to Mastered Persons records when the email addresses and/or phone numbers are the same
  • Downstream visits metrics - will likely increase
    • Downstream activity, including visits, of the linked Mastered Persons records are added
  • KPIs, including ROI, and summarized results by each of the campaign's tracked channels
• Reach: demographic details of Mastered Persons records linked to Unmastered records are added
• Downstream Detail:
  • Visit counts - will likely increase
  • Financials - will likely increase
  • Top facilities - may change if the linked Mastered Persons records are at facilities other than what's listed when the toggle is off
  • Encounter type distribution of downstream patients - will likely increase
• Data Extract: fields listed above as impacted will be updated in the extract
• Trending: no change
• QA Dashboard: no change 

You will see metrics as soon as communication activity occurs within the activity date range defined  in your Campaign Settings in Campaign Workflow.