To configure a Select process

Define a Select process to build a list of contacts from your marketing data. You can specify all IDs in a segment or table or you can use a query to select specific IDs.

1.	Within a campaign, open a flowchart for editing.

2.	Click the Select process in the palette, then click on the workspace to add the process to your flowchart.

The Select process box in the work area is gray until it has been configured.

3.	Double-click the Select process in the flowchart workspace.

The process configuration dialog appears.

4.	On the Source tab, use the Input drop-down list to select a data source for the process.

5.	Choose one of the following options:

Select All IDs to include all the rows from the data source selected in the Input list.

Select IDs With to filter the rows by creating a query that will select only certain IDs based on criteria you define.

The option names are based on the audience level of your input data source. For example, if your audience level is "Customer," then the options are Select All Customer IDs and Select Customer IDs With. If your audience level is "Household," then the options are Select All Household IDs and Select Household IDs With.

6.	If you chose Select IDs With, create a query using one of the following methods:

Point & Click: This is the default view. Click in the Field Name, Oper., Value, and And/Or column cells to select values from the list at the right side of the dialog, to build your query. This method is the easiest way to create a query, and it helps avoid syntax errors.

Text Builder: Click this button to write raw SQL or use the Query Helper to select from a wide variety of IBM® Unica macros, such as logical operators, string functions, and so on.

If you are constructing a query, select the fields you want to include in your query from the Available Fields list, including IBM® Unica Campaign Generated Fields and Derived Fields. For more information, seeCreating queries in processes. Use Check Syntax and Test Query to ensure that your query does not have errors.

If your query includes a table field that has the same name as a Campaign Generated Field, you must qualify the field name using the following syntax: <table_name>.<field_name> This syntax indicates that the table field will be used instead of the Campaign Generated Field.

8.	Click the Cell Size Limit tab if you want to limit the number of IDs generated by the process.

9.	Click the General tab to specify the Process Name (for example, New Customers), the Output Cell name (by default, this matches the Process Name), and the Cell Code (generally, just accept the default). Enter a Note to describe what this Select process is intended to achieve.

10.

Click OK.

The process is configured and is enabled in the flowchart. You can test run the process to verify that it returns the results you expect.