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arXiv · 2608.11675

FunnelCausalNet: Funnel-aware Joint Conversion-Revenue Uplift for Multi-tier Coupon Allocation

Yu Zhang·Zhihan Wang·Guanlin Chen·Min Jiang·Shuai Li
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Abstract

Coupon campaigns seek to lift both conversion and revenue, but gross merchandise value (GMV) follows a deterministic funnel from conversion to conditional order value and is zero-inflated and heavy-tailed. We propose FunnelCausalNet, an uplift estimator coupling a binary conversion head with a nonnegative conditional-value head through $\mu_{\mathrm{gmv}}=\mu_{\mathrm{conv}}\mu_{\mathrm{val}}$. Under explicit RCT, support, rate-gap, and cross-head covariance-control assumptions, an idealized leading-order MSE comparison identifies a regime in which funnel composition can reduce pointwise variance; this is a heuristic, not a guarantee for the shared-representation neural model. The estimator is paired with marginal split-conformal CATE summaries, combined through a Bonferroni union as audit bands, and a Lagrangian budgeted allocator using RCT-anchored estimates for subsidy-aware ROI accounting. On semi-synthetic multi-tier Criteo-MT7, FunnelCausalNet's mean AUUC_GMV is within one seed standard deviation of the leading feature-interaction baseline among eleven baselines, while a controlled ablation reduces GMV effect error versus direct GMV regression by 18--48% across tested zero-inflation regimes. On de-identified industrial Hotel-Coupon RCT logs with about 4.9 million hold-out exposure records per seed, expected-outcome evaluation sweeps full LP frontiers; FunnelCausalNet has the best seed-averaged mean DeltaROI at all seven correlated anchors from 10% to 60%, which we treat as descriptive frontier consistency rather than independent significance. On sparse binary-spend public benchmarks, revenue-focused rankers can dominate uplift-curve proxies, defining an explicit regime boundary.

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Yu Zhang, Zhihan Wang, Guanlin Chen, Min Jiang, Shuai Li. 2026-08-12. FunnelCausalNet: Funnel-aware Joint Conversion-Revenue Uplift for Multi-tier Coupon Allocation. https://arxiv.org/abs/2608.11675

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