To configure the Interact List process
1.
In a batch flowchart in Edit mode, add an Interact List process to the flowchart workspace.
Note that the Interact List process is available on a batch flowchart only if IBM ® Interact is installed on your Campaign server.
2.
3.
The process configuration dialog appears.
4.
On the Fulfillment tab, specify the fulfillment details of your list output.
a.
Use the OfferList type drop-down list to specify the type of offer filter you are configuring this process to use:
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Black list (Offer Suppression) - indicates offers to suppress from being served to a specific audience. This allows you to prevent offers from appearing for specific visitors, based on the segment of the audience into which the visitor falls.
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White list (Score Override) - indicates that Interact should always serve an offer to a particular audience regardless of whether the marketing score would otherwise cause Interact to make the offer available.
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Global Offers (Default Offers) - defines offers that should be offered (similar to White list) for an entire audience type; that is, a default offer that every visitor in a specified audience should see, regardless of the segment of which they might otherwise be a part.
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Offer Filters (Offers by SQL) - Allows you to provide a SQL query to determine which offers will be served to the specified visitors. This option allows you, for example, to serve up an offer based on a specific visitor preference.
Note that if you select this OfferList type, the input for this process is determined by your SQL query and the Input/Audience drop-down list is dimmed and cannot be selected.
The OfferList Type you specify here determines the behavior of the Interact List process, as well as the options available to you in this configuration dialog, as noted below.
b.
From the Interactive Channel drop-down list, choose the interactive channel that specifies the interaction points, events, and other settings that should apply to the Interact List process you are defining.
This drop-down list automatically lists the interactive channels you have already defined within the Interact design time environment.
c.
(White list or Black list only) From the Input drop-down list, specify the input cells (to use as the data source for the contact list. To use more than one cell (such as multiple input segments), click the ellipses () button next to the Input field, then use the Select Cells to Use dialog that appears select the input cells to use.
Note that if you select multiple input cells in this step, all of the input cells you select must have the same audience level.
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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. To correct this, close the process configuration dialog and connect the Interact List process to an output process, then begin the configuration process again.
d.
(Global Offer only) Use the Audiencedrop-down list to specify the audience type for which you want this Interact List process to apply.
e.
Use the Target Data Sourcedrop-down list to indicate the data source to which you want to write the ouptut from this process.
f.
The table you specify is created automatically when the process runs, if it does not already exist.
g.
The Personalization Options dialog appears. The predefined set of fields that will be written to the table appear in the Fields to Log list.
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You can use IBM ® Campaign Generated Fields by expanding the IBM ® Campaign Generated Fields list, or use derived fields by clicking the Derived Fields button.
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To pair a candidate field to a field already listed in the Fields to Log list, select the candidate field, then select a field in the Fields to Log list, then click Add>>.
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To add a candidate field to the Fields to Log list without pairing it with an existing field, click the blank line after the last entry in the Fields to Log list, then click Add>>.
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Remove fields from the Fields to Log list by selecting them and clicking <<Remove.
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If desired, re-order 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.
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If desired, click the Derived Fields button to create a new variable for providing output to the table.
h.
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Append to Existing Data - Each run of this process adds its output data to the table you specified in the Table name field
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Replace All Records - Each run of this process removes any data from the table before writing the new output data.
5.
The Assign offers to cells interface appears.
The way in which you configure the output on the Treatment tab depends on the OfferList type you selected on the Fulfillment tab.
a.
Black Lists (Offer Suppression) - For each target cell displayed in the table, click the Offer column to select from a drop-down list of available offers, or click Assign Offers. Use the Assign Offers dialog to select one or more offers that you want to suppress for the input cells (visitors) specified on the Fulfillment tab of this process.
b.
White Lists (Score Override) - For each target cell displayed in the table, click the Offer column to select from a drop-down list of available offers, or click Assign Offers. Use the Assign Offers dialog to select one or more offers that you want to serve for the input cells (visitors) specified on the Fulfillment tab of this process, even if the marketing score would not otherwise serve that offer to the visitor.
c.
Global Offers (Default Offers) - For each target cell displayed in the table, click the Offer column to select the desired offers from a drop-down list, or click Assign Offers. Use the Assign Offers dialog to select the offers that you want to serve to all visitors of the audience type selected on the Fulfillment tab for this process, regardless of the segment into which they fall.
d.
Offer Filter (Filter by SQL) - Click the Offer by SQL button to create a SQL expression that will allow the Interact runtime server to select the offers that you want to serve to a set of visitors. Use the Create Offer by SQL dialog that appears in the following ways:
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Select an existing SQL template name from the SQL drop-down list, or enter a new name in this field for the template if you are defining a new template.
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Click Check Syntax to determine if your expression is valid. Note that Check Syntax uses your test run Interact runtime server for validation. Your test run runtime server must be running for check syntax to function.
For more information on using the Create Offer by SQL dialog, see Creating queries using SQL in the IBM ® CampaignUser's Guide.
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 mouse over the process in the flowchart.
7.
Click OK to complete the Interact List process configuration.
The process is configured and appears enabled in the flowchart. You can test the process to verify that it returns the results you expect.