To associate an offer "top down" from the Campaign Summary tab
1.
On the Campaign Summary tab, click the Add/Remove Offers icon.
The Add/Remove Offers window appears.
2.
Select the offer you want to add:
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Click the folders to navigate through them until you locate the offer you want to add;
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Click Search to access the Search tab, where you can enter a name, description, owner, or code to find the offer that you want to add.
3.
Select the offer(s) you want to add, and click >> to move them to the Included Offers list. You can select multiple segments using Shift+Click or Ctrl+Click.
4.
Click Save Changes when you have finished selecting offers to associate with this campaign.
The offers you added are listed on the Campaign Summary tab under Relevant Offers. They appear grayed out until you use them in a flowchart in this campaign.
The Campaign Summary tab Relevant Offers section lists all of the offers associated with a campaign. Offers associated "top down" are visually distinguished from those associated from "bottom up": an asterisk next to the name of an offer indicates that that offer was associated with the campaign using the "top down" method. Offers that were used directly in a flowchart without first being defined top down appear without an asterisk. Offers that were defined top down and are not yet used in a flowchart appear grayed out until they have been used in a flowchart.
When you use a contact process to create contact lists in your campaign flowcharts, any offers defined top down will appear at the top of the list, making them easy to locate and select for assignment to one or more target cells.
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