To specify an Optimize session
You must specify the Optimize session in which you are participating in each Optimize process. The Optimize session you choose will apply its optimization rules to your proposed contacts, along with the proposed contacts from any other participating campaigns or flowcharts, and generate a single optimized contacts list.
1.
Click the Optimize tab in the Optimize process.
The Optimize tab appears.
2.
In the Participate in optimization session field, click the ellipses button.
The Select UO Session window appears.
3.
Select the Optimize session which will receive the proposed contacts.
The fields from the optimization template table—if the Optimize coordinator selected one to append to the PCT when you created the optimization session—appear in the Table Field column of the Export Fields section.
4.
Click OK to save your process configurations.
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