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Statistics, experimentation, causal reasoning · insight-1007

Analyse a campaign by assignment first, and read engaged-only numbers with their assumptions attached

Evidence type
practitioner heuristic
Difficulty
medium
Roles
Data scientist, Data analyst
Industries
aviation, retail, telecom

Summary: situation, action, reason, boundary

  1. Situation

    An email offer is randomised; only 20% open it, and the analyst compares openers in the treatment arm with everyone in control.

  2. Action

    Report the intention-to-treat effect (all assigned versus all control) as primary. For an effect among those who engage, scale by take-up only under stated assumptions: assignment affects outcomes solely through exposure, and non-openers are unaffected.

  3. Reason

    Assignment is random while exposure is not; ITT preserves the randomisation and per-protocol estimates need untestable adjustments.

  4. Boundary

    Campaigns, onboarding flows and any test where exposure depends on user behaviour.

Symptom or risk

Openers are self-selected and more engaged, so the comparison measures who opens, not what the offer does.

Exceptions

Full-compliance designs such as server-side price changes.

Trade-offs

ITT is diluted by non-takers; it answers the rollout question, not the "if they engage" question.

Pitfalls

Dropping non-openers from both arms, which breaks the arm comparison.

Example

Hypothetical: ITT lift 0.3 percentage points with 20% take-up implies about 1.5 points among takers under the stated assumptions.

Lessons and concepts

Claims and their sources