利用大型语言模型提升营销分析：实用指南_AI阅读总结 — 包阅AI

Introduction

Artificial Intelligence (AI) has revolutionized various industries, and marketing is no exception. The ability to leverage AI for marketing attribution and budget optimization has become a critical asset for businesses. Recently, large language models (LLMs) such as GPT-4 have demonstrated significant potential in providing valuable marketing insights with reduced time and effort. However, deploying these models effectively requires overcoming several challenges, particularly in domain-specific tasks such as SQL generation and tabular analysis.

In this article, we will explore how beginners can leverage LLMs in marketing analytics pipelines by employing techniques such as semantic search, prompt engineering, and fine-tuning. We will provide example codes and practical insights to help you implement these techniques in your projects.

This is based on my experience with real world data at Adobe having worked with enterprise customers as well as trying to solve their use cases with new progresses in Generative AI.

1. Understanding the Basics

1.1 Large Language Models (LLMs)

LLMs, such as GPT-4 and Llama-2, are advanced machine learning models that understand and generate human-like text based on vast datasets. These models can be used to answer questions, generate code, and analyze data, making them ideal for marketing analytics.

1.2 Marketing Analytics

Marketing analytics involves analyzing data to evaluate the effectiveness of marketing campaigns and strategies. This includes tasks like marketing mix modeling and attribution, which help businesses understand the impact of different marketing channels on sales and conversions.

2. Implementing Semantic Search

Semantic search enhances information retrieval by understanding the intent and context of a query rather than just matching keywords. This is particularly useful in marketing analytics for retrieving relevant documents and data insights.

2.1 Setting Up Semantic Search

To implement semantic search, you need a knowledge base and a text embedding model. We will use OpenAI’s text-embedding-ada-002 and the FAISS library for this purpose.

import openaiimport faissimport numpy as np# Initialize OpenAI APIopenai.api_key = 'your-api-key'# Function to embed textdef embed_text(text):    response = openai.Embedding.create(        model="text-embedding-ada-002",        input=text    )    return np.array(response['data'][0]['embedding'])# Creating a knowledge basedocuments = ["Document 1 text", "Document 2 text", "Document 3 text"]embeddings = [embed_text(doc) for doc in documents]index = faiss.IndexFlatL2(512)index.add(np.array(embeddings))# Function to perform semantic searchdef semantic_search(query, k=3):    query_embedding = embed_text(query)    distances, indices = index.search(np.array([query_embedding]), k)    return [documents[i] for i in indices[0]]# Example usagequery = "Explain marketing mix modeling"results = semantic_search(query)print(results)

3. SQL Generation with LLMs

Generating SQL queries from natural language questions is a common task in marketing analytics. Fine-tuning LLMs for this purpose can significantly improve accuracy.

3.1 Preparing the Dataset

First, prepare a dataset with natural language questions and corresponding SQL queries.

# Example datasetdata = [    {"question": "How many customers are from New York?", "sql": "SELECT COUNT(*) FROM customers WHERE city = 'New York';"},    {"question": "What is the average age of customers?", "sql": "SELECT AVG(age) FROM customers;"}]# Split data into training and evaluation setstrain_data = data[:-1]eval_data = data[-1:]

3.2 Fine-Tuning the Model

Fine-tuning involves training the model on a specific dataset to improve its performance on particular tasks.

from transformers import GPT2Tokenizer, GPT2LMHeadModel, Trainer, TrainingArguments# Load pre-trained model and tokenizertokenizer = GPT2Tokenizer.from_pretrained("gpt2")model = GPT2LMHeadModel.from_pretrained("gpt2")# Tokenize datadef tokenize_function(examples):    return tokenizer(examples["text"], padding="max_length", truncation=True)# Create a dataset classclass SQLDataset(torch.utils.data.Dataset):    def __init__(self, data):        self.data = data    def __len__(self):        return len(self.data)    def __getitem__(self, idx):        item = self.data[idx]        return {"text": item["question"] + " " + item["sql"]}train_dataset = SQLDataset(train_data)eval_dataset = SQLDataset(eval_data)# Fine-tune the modeltraining_args = TrainingArguments(    output_dir="./results",    evaluation_strategy="epoch",    learning_rate=2e-5,    per_device_train_batch_size=8,    per_device_eval_batch_size=8,    num_train_epochs=3,    weight_decay=0.01,)trainer = Trainer(    model=model,    args=training_args,    train_dataset=train_dataset,    eval_dataset=eval_dataset,    tokenizer=tokenizer,)trainer.train()

4. Tabular Data Analysis

Analyzing tabular data is crucial for tasks like attribution modeling in marketing. Fine-tuning LLMs to interpret and analyze tables can enhance their effectiveness.

4.1 Preparing the Dataset

Create a dataset with examples of tables and their corresponding analyses.

# Example tabular datadata = [    {"table": "Model: Lead, Channel: Display, Change: -82, Quality: 63, Frequency: -4, Cannibalization: -33", "analysis": "The absolute change of Display is -82%, targeting quality is a contributor with a score of 63%, contact frequency is not a factor with -4%, and ad cannibalization is a mitigating factor with -33%."},]# Tokenize datadef tokenize_function(examples):    return tokenizer(examples["table"] + " " + examples["analysis"], padding="max_length", truncation=True)# Create a dataset classclass TabularDataset(torch.utils.data.Dataset):    def __init__(self, data):        self.data = data    def __len__(self):        return len(self.data)    def __getitem__(self, idx):        item = self.data[idx]        return {"text": item["table"] + " " + item["analysis"]}}train_dataset = TabularDataset(data)

4.2 Fine-Tuning the Model

Fine-tuning the model on tabular data analysis tasks can significantly improve performance.

trainer = Trainer(    model=model,    args=training_args,    train_dataset=train_dataset,    tokenizer=tokenizer,)trainer.train()

5. Practical Implementation in Pipelines

Integrating these techniques into your marketing analytics pipelines involves setting up a robust architecture that combines semantic search, SQL generation, and tabular data analysis.

5.1 Example Pipeline

Here’s an example of how you might set up a pipeline to handle these tasks.

def marketing_analytics_pipeline(query):    # Step 1: Semantic Search    relevant_docs = semantic_search(query)    # Step 2: SQL Generation    sql_query = generate_sql(query)    # Step 3: Execute SQL Query (Assuming a function execute_sql exists)    results = execute_sql(sql_query)    # Step 4: Tabular Data Analysis    analysis = analyze_table(results)    return analysis# Example usagequery = "What is the impact of display ads on sales?"result = marketing_analytics_pipeline(query)print(result)

Conclusion

By leveraging LLMs with techniques like semantic search, prompt engineering, and fine-tuning, beginners can significantly enhance their marketing analytics capabilities. The provided examples and practical insights should help you implement these techniques in your own projects, enabling more efficient and accurate marketing decisions.

References

Here are some references to the elaborate detailed work at Adobe published at IJCI Online. Presentation available at Video link