Version: 6.3.3

Prepare Campaign Cohorts and Goals

This page provides instructions and best practices for preparing Cohorts and Goals for campaigns.

Prerequisites

  • Data sources must be set up for your project.

  • Profile schemas must be available for your project.

  • The Campaign must be created.

  • Best Practices: A clear Campaign plan that organizes cohort groups, KPIs, and intervention activities for logical decision making based on business objectives has been prepared.

Configure Cohorts

The object or recipient of a campaign is the Cohort. Cohorts are defined using a query/filter applied to a Profile (e.g. commercial patients for a health care provider). Cohorts are sub-divided into groups. A Cohort group is a subset of the Cohort that you can define using a query/filter (e.g. commercial patients with pre-existing conditions).

A Campaign must have at least one Cohort.

A Cohort must have at least one Cohort Group.

Cohorts must be defined before you can define Goals or Mission Interventions.

The process below configures Cohorts for the Campaign:

  1. Log in to Fabric Console and select a Project.

  2. Click the Campaign Summary card.

  3. (Or from Campaign creation) Click Start (if Cohorts have not been added to the Campaign) or Add Cohort (if Cohorts have been added).

  4. Enter a brief but descriptive Title for the Cohort.

    Best Practice: Make sure the name is brief but descriptive enough that collaborators can understand the Cohort at a glance. Cohort and Cohort Group names must be alphanumeric, beginning with a letter and ending with a letter or number. In between dashes and underscores are allowed; no spaces or other special characters can be used.

  5. Select the Cohort Source from a drop-down menu that lists the Profile schemas that have been added to the Project. The Profile schema you select allows you to define the Cohort.

  6. Click Next at the bottom left.

  7. Enter a Group Name for the Cohort Group following the same best practices you used to name the Cohort.

  8. Construct a Cohort Group Query based on the schema selected for the Cohort. Start typing to expose a list of schema attributes and expressions. Click on attributes and expressions to add them to the Cohort Group query.

    Best Practices: A collaborator who is a domain expert should be enlisted to define Cohort group queries.

    • The Profile Schema library is displayed on the right as a reference. These are the attributes available for the query.
    • Enter a logic expression that defines the Cohort group. Example:
      segment.equalTo('Medicare')
      .or(
      flu_risk_score.gt(0.5).and(
      segment.equalTo('Local Group').or(segment.equalTo('National Accounts'))
      )
      )
  9. Click Save to add the Group to the Cohort Group page.

  10. Click Add Additional Group to define another Cohort Group, or click Save at the bottom of the page to return to the Campaign overview.

Manage Cohort Groups

  1. Log in to Fabric Console and select a Project.
  2. Click the Campaign Summary card.
  3. Click a Cohort card to open the Cohort Group list.
  4. Each Cohort Group card provides: The group name and the filter query.
  5. Click the Cohort Group card to view a table of Profiles and their feature values expressed in the group.

To delete a Cohort Group click the vertical ellipsis to open the action menu and click DELETE COHORT GROUP.

WARNING: Deleting a Cohort Group will have downstream consequences for the Campaign.

Configure Goals

Goals bring together Cohorts and KPIs that you define to provide the basis for Mission interventions.

A goal is a desired result of a Campaign. It reflects how the business objectives for the Campaign will be met using data-driven objective values that can be observed. Success of a goal is tracked by KPIs and measures that are associated with the goal. Each KPI targets a specific cohort or cohort group.

A Campaign must have at least one Goal.

A Goal must have at least one KPI, but it may have more.

The process below configures a Goal for the Campaign:

  1. Log in to Fabric Console and select a Project.

  2. Click the Campaign Summary card.

  3. In the Goals box click Start (if Goals have not been added to the Campaign) or Add Goal (if Goals have already been added).

  4. Enter a brief but descriptive Title for the Goal.

    Best Practice: Make sure the name is brief but descriptive enough that collaborators can understand the Goal at a glance. Goal names must be alphanumeric, beginning with a letter and ending with a letter or number. In between dashes and underscores are allowed; no other special characters can be used.

  5. Click Next at the bottom left.

  6. Add a KPI to your Goal by first providing a short but descriptive Name for the KPI.

  7. Enter a Description the provides additional details about the KPI. (e.g. More patients over 65 who are at risk for flu complications will get flu shots)

  8. Click Next at the bottom left.

  9. Select a Cohort to pair with the KPI from a list of Cohorts configured for the Campaign.

  10. Click Next at the bottom left.

  11. Create KPI Measures:

    1. Enter a Measure Name.
    2. Update or leave the default Profile Schema for the KPI. The default is based on the Cohort you selected for the KPI. The selected schema determines the attributes available for the KPI Measure Expression.
    3. Select from a list Measure Formats (How the the measure is calculated; Options are: PERCENTAGE or OTHER)
    4. Write an expression (like the one created for Cohort groups) based on schema attributes and logic expressions that define the Measure. Start typing to expose a list of schema attributes and expressions. Click on attributes and expressions to add them to the Measure Expression.
    var viewCount = filter(profile_attribute_to_measure.equalTo(1)).count(); var totalCount = count(); viewCount.divide(totalCount);

    The attributes available for the expression are shown in the Profile Schema Library on the right.

    As a best practice to reflect feedback from the Mission runtime in the Campaign Dashboard, include in the expression the runtime feedback variable (prepended with the mission_name) that you want the KPI to measure.

    EXAMPLE EXPRESSION:

    var viewCount = filter(mission-name_feedback_comms_made.equalTo(1)).count(); var totalCount = count(); viewCount.divide(totalCount);

    Alternatively, the KPI can measure the success rate of multiple Missions in the same Campaign by adding a join to the expression.

    EXAMPLE EXPRESSION with join

    var viewCount = filter(missionA_feedback_comms_made.equalTo(1).and(missionB_feedback_comms_made.equalTo(1))).count(); var totalCount = count(); viewCount.divide(totalCount);

    Best Practices: A collaborator who is a domain expert should be enlisted to define KPI Measure expressions.

  12. Click Next at the bottom left.

  13. Create KPI Targets: The numbers you provide here are related to the Measure Format you selected in the previous step. For example: if you selected Percentage as the Measure Format, the starting/ending values should be expressed as 0-1 (ex: 0.1 for 10%).

    1. Enter a Starting Value for the measure. (e.g. 0.1 = the percentage of patients (in the Cohort) who get flu shots without reminders)
    2. Enter the Ending Value for the measure (i.e. the target). (e.g. 0.3 = the percentage of patients (in the Cohort) that get flu shots after interventions)
    3. Select the Value Direction (Either Up or Down) (e.g. The goal is to increase the percentage so UP is selected)
    4. Click Next to continue.
  14. Create KPI Time Periods

    1. Select a start date (from the calendar widget) to measure from.
    2. Select an end date (from the calendar widget) to measure to.
    3. Select a frequency of how often to measure KPI progress. (Options are: DAILY, WEEKLY, MONTHLY, YEARLY)
  15. Click Save and Add KPI to define another KPI to the Goal or click Save at the bottom of the page to complete the Goal configuration and return to the Goal Summary.

  16. Click the vertical ellipsis menu in the Goal or Cohort card that you want to delete.

  17. Click Delete.

  18. Verify that you want to delete to component.

Delete Goals and Cohorts

  1. Click the vertical ellipsis menu in the Goal or Cohort card that you want to delete.
  2. Click Delete.
  3. Verify that you want to delete to component.

Next Steps

  1. Plan Mission interventions
  2. Run Mission simulations