To configure a Track process

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

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

The process configuration dialog appears.

3.	Click the Source tab.

a.	Select your source cell(s) from the Input drop-down list.

b.	Select the contact date that you want to have associated with the records updated by the Track process, using the Contact Date drop-down list. By default, a value of "Today" is selected. You can also use derived fields to populate Contact Date.

c.	Select the Contact Status Code that you want to associate with the records that you are updating in contact history.

4.	Click the Mapping to Treatments tab.

The Candidate Action Fields list appears, from which you can choose the relevant field to match to the Treatment Code. The treatment code uniquely identifies the row in the contact history to update.

Select the field you want to use for matching from the Candidate Action Fields list, and move it to the Matched Offer/Treatment Fields list using the Add>> button, so that it is paired with Treatment Code.

5.	Click the Log tab to specify how you want to update contact history from this process.

You must have the appropriate permissions to enable or disable updates to contact history tables.

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

If you select Log to Contact History Tables and you want to write additional fields to the contact history, click Additional Fields to display the Contact History Logging Options dialog. Use the Add, Remove, Match, Up1, and Down1 buttons to select and move the desired fields from the Candidate Fields list to the Fields to Log list in the same way you did to select fields on the Log tab. Unmatched fields are not updated.

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

b.	To log to a destination other than, or in addition to, the contact history in the system tables, select the Log into Other Destination check box to enable writing to an alternate table or file.

c.	If you selected Log into Other Destination, use the Log To drop-down list to specify whether the output should be written to a file, or to a new table in the database:

If you select File, the Specify Output File window appears. Use this window to specify the type of file to which you want to write the output, the file name, and the corresponding data dictionary.

If you select New Table, use the New Table Definition dialog that appears to specify the information about the new table to which you want Campaign to write the log output.

d.	If you selected Log into Other Destination, specify the fields that you want to output by selecting fields from the Candidate Fields list, and moving them to the Fields to Output list using the Add>> button.

You can also used 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.

e.	Only if you have chosen Log into Other Destination, 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.

6.	(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.