To configure a Merge process

The Merge process accepts one or more input cells and produces one output cell. You specify which input cells are included and combined or excluded from the output.

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

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

3.	Ensure that the Merge process is connected to one or more configured processes whose output cells will be used as input by the Merge process.

All input cells should have the same audience level.

4.	Double-click the Merge process in the flowchart workspace.

The process configuration dialog appears. Cells from processes connected to the Merge process are automatically displayed in the Input list.

5.	On the Method tab, specify the input cells that you want to include or exclude. Click each cell in the Input list, and use the appropriate Add>> button to add it to the Records to Include list or the Records to Exclude list.

The IDs in the cells in the Records to Include list will be combined into one list of unique IDs. IDs in the Records to Exclude list will not appear in the merged output.

6.	Specify how you want to handle duplicate IDs in the input cells (specified in the Records to Include list) by selecting one of the following:

Merge/Purge on Include: Remove duplicate IDs to produce a list of unique IDs that appear in at least one input cell. This is a logical "OR" or "ANY."

Match (AND) on Include: Include only those IDs that appear across all input cells. This is a logical "AND" or "ALL."

The first option will include customer A if that customer is in either the Gold.out cell OR the Platinum.out cell (but the record will only be included once, so you will not have duplicates). The second option will include customer A only if that customer appears in both the Gold.out cell AND the Platinum.out cell,. The second option is useful when you want to include customers only if they meet multiple criteria.

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

8.	Click the General tab to assign a Process Name, Output Cell name, and Cell Code, and enter a Note that describes the process.

Click OK.

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