To specify a Contact Optimization session
You must specify the Contact Optimization session in which you are participating in each Optimize process.
The Contact Optimization session you choose applies its optimization rules to your proposed contacts, along with the proposed contacts from any other participating campaigns or flowcharts, and generate a single optimized contacts list.
1.
Click the Optimize tab in the Optimize process.
The Optimize tab displays.
2.
In the Participate in Contact Optimization session field, click the ellipses button .
The Select Contact Optimization Session window displays.
3.
Select the Contact Optimization session which receives the proposed contacts.
If the Contact Optimization session has an optimization template table, the fields show in the Table Field column of the Export Fields section.
4.
Click OK to save your process configurations.
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