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Uplift Modeling×Customer Journey Analysis×Online Controlled Experiment×
분야Marketing Science마케팅Marketing Science
계열Machine learningProcess / pipelineProcess / pipeline
기원 연도201120162020
창시자Nicholas J. Radcliffe & Patrick D. SurryKatherine N. Lemon & Peter C. VerhoefRon Kohavi, Diane Tang & Ya Xu (modern web experimentation practice)
유형Heterogeneous-treatment-effect model for targeting incremental respondersCustomer-experience mapping and measurement pipelineRandomized-experiment pipeline for causal measurement of online changes
원전Radcliffe, N. J., & Surry, P. D. (2011). Real-World Uplift Modelling with Significance-Based Uplift Trees. Stochastic Solutions White Paper TR-2011-1. link ↗Lemon, K. N., & Verhoef, P. C. (2016). Understanding Customer Experience Throughout the Customer Journey. Journal of Marketing, 80(6), 69-96. DOI ↗Kohavi, R., Tang, D., & Xu, Y. (2020). Trustworthy Online Controlled Experiments: A Practical Guide to A/B Testing. Cambridge University Press. ISBN: 9781108724265
별칭Incremental Response Modeling, True-Lift Modeling, Net-Lift Modeling, Persuadable TargetingCustomer Journey Mapping, Customer Experience Journey Analysis, Touchpoint Analysis, Journey AnalyticsA/B Testing, Split Testing, Randomized Web Experiment, Controlled Experiment on the Web
관련343
요약Uplift modeling targets the people a marketing action actually changes, not the people most likely to buy anyway. Where a conventional response model predicts the probability of purchase, an uplift model predicts the difference a treatment makes — the incremental effect of, say, sending a coupon — and uses it to find 'persuadables' while avoiding 'sure things,' 'lost causes,' and especially 'sleeping dogs' who react negatively to contact. Nicholas Radcliffe and Patrick Surry, pioneers of the technique, formalized significance-based uplift trees that split on the difference in treatment-versus-control response rather than on response alone, and introduced the Qini curve to evaluate incremental gain. Pierre Gutierrez and Jean-Yves Gerardy's literature review situates uplift modeling squarely within causal inference, organizing the main estimation strategies and metrics. Because the quantity of interest is a conditional average treatment effect, uplift modeling is most reliable when built on randomized treatment and control data. The payoff is sharper, more profitable targeting: spend marketing effort where it produces genuine incremental response instead of rewarding behavior that would have happened regardless.Customer journey analysis is the systematic mapping and measurement of the full sequence of touchpoints a customer experiences with a firm, across the prepurchase, purchase and postpurchase stages, in order to understand and improve the end-to-end customer experience. It reflects a shift from evaluating isolated interactions or single satisfaction scores toward seeing the customer experience as a dynamic, cumulative, multi-touchpoint process that unfolds over time and recurs in loops. Katherine Lemon and Peter Verhoef's influential 2016 Journal of Marketing synthesis provided the field's organizing framework, defining customer experience as a customer's cognitive, emotional, sensory, social and behavioral responses across the journey, and classifying touchpoints as brand-owned, partner-owned, customer-owned and social or external. The analysis inventories these touchpoints stage by stage, measures the experience at each, traces the paths customers actually take through them, and identifies the moments and pain points that most shape outcomes such as conversion, satisfaction and loyalty. The result is a diagnostic that connects specific interactions to overall experience and guides where to invest in redesign, integrating behavioral analytics with qualitative experience research.Online controlled experiments, commonly called A/B tests, randomly split live web or app traffic between a control and one or more treatment variants to measure the causal effect of a change on user behavior. Ron Kohavi, Diane Tang, and Ya Xu — who built and ran experimentation platforms at Microsoft, Google, and LinkedIn — set out the modern theory and best practice in their 2020 Cambridge book, and Kohavi's earlier survey with colleagues established the practical foundations of running trustworthy web experiments at scale. The discipline centers on a clearly defined Overall Evaluation Criterion (OEC) that captures long-term value, rigorous randomization, adequate statistical power, and a battery of trustworthiness checks such as the Sample Ratio Mismatch test. Because users are randomized, the difference in metrics between variants is an unbiased estimate of the change's causal impact — the gold standard for marketing and product decisions that attribution and observational analysis can only approximate. The output is a confident ship/no-ship decision: did this headline, layout, price, or feature actually move the metrics that matter, by how much, and with what certainty?
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