To add a process to a flowchart
You add a process to a flowchart by dragging a process box from the palette to the workspace.
You can also copy an existing process, or paste a template from the template library. Templates contain one or more configured processes and connections.
1.
Within a campaign, open a flowchart for editing.
2.
Drag a process box from the palette to the flowchart. You can drop the process box into the workspace as soon as the box turns green and displays a plus sign.
Place each process box in a logical order in the flowchart, based on the campaign flow. Avoid placing process boxes on top of each other in the workspace. To fix overlapping boxes, click the top process box and drag it to a new position.
Newly added process boxes are transparent until they are configured.
Configured process boxes have a solid background and border. Until you run a process, its round status icon is blank.
3.
Right-click a process box in the workspace to see a list of available actions.
Typically, the next step is to configure the process, by double-clicking it in the workspace to open the configuration dialog. You must connect process boxes to determine the workflow. (Some processes must be connected before they are configured because they require input from a source process.) For example, configure a Select process to select households in a specific earning bracket, then connect it to an Audience or Merge process. Finally, you test run the process or branch. Save your flowchart frequently as you work.
See the other available topics for information about configuring, connecting, and running processes.
Copyright IBM Corporation 2015. All Rights Reserved.
Configured process boxes have a solid background and border. Until you run a process, its round status icon is blank.
