To configure a Snapshot process

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

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

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

The process configuration dialog appears.

3.	Click the Snapshot tab.

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

If the Snapshot 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.	From the Export To drop-down list, specify a table or file to which the Snapshot output will be written.

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

If the table that you want to use does not appear in the list, or if you want to output to an unmapped table, select Database Table. You see the Specify Database table window, where you specify the table and database names. User variables are supported in the table name you specify here.

If you select File from the Export To drop-down list, 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.

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

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

Append to Existing Data. Append the new 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 a best practice for database tables.

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

Update Records. Available only if you are exporting to a table. All fields specified for snapshot are updated with the values from the current run of the process.

Create New File. Available only if you are exporting to a file. This option is selected by default if you are exporting to a file. Each time you run the process, a new file is created with "_1," "_2" and so on, appended to the file name.

4.	Specify the fields that are written out by the Snapshot process.

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

You can use Campaign Generated Fields by expanding the list of Campaign Generated Fields, 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 Fields to Snapshot list by clicking Add>>.

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

If you selected a table as the snapshot 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 Fields to Snapshot 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.

5.	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 snapshot data can still contain duplicate IDs if the same ID appears in multiple input cells. If you want to remove all duplicate IDs, you must use a Merge or Segment process upstream of the Snapshot process to purge duplicate IDs or create mutually exclusive segments.

b.	To specify that the snapshot output 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.

6.	Click OK to close the Advanced Settings window.

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

7.	(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.

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.