To configure a contact process (Mail List or Call List)

1.	In a flowchart in Edit mode, ensure that your contact process is connected to one or more configured processes whose output cells will be used as input by the contact process.

All the cells that you select as input cells must have the same audience level.

2.	Double-click the contact process in the flowchart workspace.

The process configuration dialog appears.

3.	On the Fulfillment tab, specify the fulfillment details of your list output.

a.	From the Input drop-down list, specify the input cells to use as the data source for the contact list.

If the contact process is not connected to a process that provides output cells, there will be no cells to select from in the Input drop-down list. The Multiple Cells option in the drop-down list is only available if the input process generates multiple cells.

b.	(Optional) To specify where to write the contact list output, be sure that the Enable Export To check box is selected and use the drop-down list to specify one of the following options:

If you want to write the process output to a database table, select its name from the Enable Export To drop-down list.

If the database table that you want to use does not appear in the list, or if you want the process output to be written to an unmapped table, select Database Table from the drop-down list to open the Specify Database table window. Use this window to specify the table and database names. User variables are supported in the table name you specify here.

If you want to write the process output to a file, select File from the Enable Export To drop-down list to open the Specify Output File window. Use this window to specify the type of file you want to write the output to, its file name, and corresponding data dictionary.

If you want to create a new user table, select New Mapped Table from the Enable Export To drop-down list. For instructions, see the Campaign Administrator's Guide.

You can test the contact process by running the process with output exported to a temporary file that you can review.

The Enable Export To check box is selected by default. If you clear it, you can run the process without any output to a file or database table.

c.	(Optional) Create a Summary File (.sum) for this process by entering a path and file name in the Summary File field, or navigate to a location by clicking the ellipsis button. A summary file contains information about the export that might be required by a mailing house to facilitate mailings.

(Optional) Send a trigger when the process finishes running by selecting the Send Trigger(s) check box, and choosing the trigger you want to send from the drop-down list. To send multiple triggers, use Ctrl+Click to select each trigger you want to add. The selected triggers will appear in the Send Trigger(s) field, separated by commas.

4.	Click the Treatment tab to assign one or more offers or offer lists to each target cell defined in this process. Click the Parameters tab to specify offer parameters for each cell.

5.	Click the Personalization tab to specify the fields that are written out to your contact list.

a.	Select the fields that you want to include in your output from the Candidate Fields list.

You can use IBM® Unica® Campaign Generated Fields by expanding the IBM® Unica® Campaign Generated Fields list, or use derived fields by clicking the Derived Fields button. Select multiple fields at one time using Ctrl+Click or a contiguous range of fields using Shift+Click.

b.	Move selected fields to the Export Fields list by clicking Add>>.

c.	Remove fields from the Export Fields list by selecting them and clicking <<Remove.

If you selected a table as the export destination, the fields in that table appear in the Export Fields list under the Table Field column. You can automatically find matching fields by clicking Match>>. Fields with exact matches for the table field names are automatically added to the Export Fields list. If there are multiple matching fields, the first match is taken. You can manually modify the pairings by clicking <<Remove or Add>>.

e.	If desired, reorder the fields in the Export Fields list by selecting a field and clicking Up1 or Down1 to move it up or down in the list.

To view the values in a field, select the field and click Profile.

6.	To specify that records with duplicate IDs are skipped, or specify the order in which records are output, click More.

You see the Advanced Settings window.

To specify that any records with duplicate IDs are skipped, select the Skip Records with Duplicate IDs check box, and choose the criteria that Campaign will use to decide which record to retain if duplicate IDs are returned. For example, you can select MaxOf and Household_Income to specify that when duplicate IDs are returned, Campaign exports only the ID with the highest household income.

This option only removes duplicates within the same input cell. Your contact list can still contain duplicate IDs if the same ID appears in multiple input cells. If you want to remove all duplicate IDs from the contact list, you must use a Merge or Segment process upstream of the contact process to purge duplicate IDs or create mutually exclusive segments.

b.	To specify that the output contact list is ordered in some way, select the Order By check box, the field to sort by, and the sort order. For example, you can select Last_Name and Ascending to specify that the list of IDs is sorted by family name in ascending order.

7.	Click OK to close the Advanced Settings window.

The duplicate ID skipping and sort order that you have specified is displayed below the Export Fields list on the Personalization tab.

8.	Click the Log tab to specify how you want to log contact transactions from this process.

You must have the appropriate permissions to enable or disable the contact history logging options.

a.	To log contact history to the system tables, check the Log to Contact History Tables check box.

To make the contact information available for tracking and reporting throughout Campaign, log to the system tables. If you are configuring a mailing list, do not log to system tables if you plan to send your mailing list to a mailing house that performs processing (such as validating addresses or householding). Instead, use a Track process to log the information returned from the mailing house instead to capture only the list of customers who were mailed an offer.

b.	To additionally, or instead, log to another destination than the system tables, check the Log into Other Destination check box.

You might want to store the contact information in another table or file if your organization requires further processing of the information in another format. You might also want to log the information outside the system tables if you want to test the information output by the contact process before saving it to the system tables.

c.	If you selected Log into Other Destination, use the Log to drop-down list to specify a table or file.

If you select File, you see the Specify Output File window, where you specify the type of file you want to write the output to, its file name, and corresponding data dictionary.

9.	Specify the fields that you want to output to contact history by selecting fields from the Candidate Fields list, and moving them to the Fields to Output list using the Add>> button. You can also use derived fields for Candidate Fields.

Remove fields from the Fields to Output list by selecting them and clicking <<Remove.

If desired, reorder the fields in the Fields to Log list by selecting a field and clicking Up1 or Down1 to move it up or down in the list.

You can automatically find matching fields by clicking Match>>. Fields with exact matches for the Table Field names are automatically added to the Field to Log list. If there are multiple matching fields, the first match is taken.

10.	Select an option to specify how updates to the output file or table are handled:

Append to Existing Data — append the new contact information to the end of the table or file. If you select this option for a delimited file, labels will not be exported as the first row. This is the best practice for database tables.

Replace All Records — remove any existing data from the table or file, and replace it with the new contact information.

11.	To customize the information that will be written to contact history, click More Options.

The Contact History Logging Options window appears.

a.	To avoid updating the contact history when this process runs, select Create Treatments Only.

This option generates new treatments in the Treatments table without updating the contact history, essentially allowing for a delayed update to the history. For example, you might avoid writing contact history because you plan to remove invalid and duplicate addresses through post-processing. If you wait for the list of IDs to which offers are sent, the resulting contact history will be smaller and more accurate.

Be aware that if you select this check box, other options in this window that no longer apply (because no contact history will be logged) are disabled.

By default, this check box is not selected, and contact history is updated when the process is run. For more information about logging contact history, see About contact history.

b.	To generate new treatments with the same package ID as in the most recent process run, select Use Last Package ID.

All offers given in the same contact process to an individual are considered to be a single "package"; by default, Use Last Package ID is not selected, which specifies that each package is assigned a unique ID for each production run of the contact process.

If you selected Create Treatments Only to prevent the customer history from being updated, you might also select this check box to ensure that the package ID from the prior run is assigned to each set of offers, which links the offers to the existing contact history.

c.	Select the audience level at which you are tracking contact history from the Tracking Audience Level drop-down list.

d.	Enter the date on which the people in the contact list will be contacted in the Contact Date field. You can also click to select the date from a calendar. If you do not enter a date in this field, Campaign uses the flowchart run date.

e.	Enter a status code for tracking, using the Contact Status Code drop-down list.

f.	Select and move fields to and from the Candidate Fields and the Fields to Log list using the Add>>, <<Remove, Match>>, Up1, and Down1 buttons in the same way as you did to select fields on the Log tab.

g.	Click Close when you have finished specifying additional fields to log.

You are returned to the Log tab of the process configuration dialog.

12.	(Optional) To clear some or all existing contact history and associated response history entries before the next run of the contact process, click Clear History.

Clear History permanently deletes contact and response history records from the system tables. This data is not recoverable.

13.	(Optional) Click the General tab to assign a name and/or notes to the process.

The name appears on the process in the flowchart. The notes appear when you point to the process in the flowchart.

14.

Click OK.

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