5.
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Use the Fulfillment tab to specify what input is used to build the contact list and to specify whether output is generated to a list or table.
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a.
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If the contact process is not connected to a process that provides output cells, there are no cells to select from in the Input list. The Multiple Cells option is available only if the input process generates multiple cells or if there are more processes that are feeding into the contact process.
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b.
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The Enable Export To check box is selected by default. To export your list data to a table or file, leave Enable Export To checked, then use the appropriate options:
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To write the output to a database table, select its name from the Enable Export To list.
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If the database table that you want to use is not in the list, or if you want to write the output to an unmapped table, select Database Table. Use the Specify Database table dialog to indicate the table and database name. User variables are supported in the table name you specify here.
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To write the output to a file, select File from the Enable Export To list, then use the Specify Output File dialog to provide a file name and other details. You can write to a file to test the output of the contact process. After you run the process, review the file to confirm that the results are what you expect.
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To create a user table, select New Mapped Table from the Enable Export To list. For instructions, see the Campaign Administrator's Guide.
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c.
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If you only want to write to contact history, and you do not want to generate output to a table or file, clear the Enable Export To check box. (Use the Log tab, explained later in these steps, to specify how to log to the Contact History tables.)
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d.
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(Optional) Summary File: Enter a path and file name in the Summary File field, or navigate to a location by clicking the ellipsis button. A summary file is a text file with the extension .sum. This file contains information about the contents of the list. Typically, you include this file with the list when you send it to the fulfillment center.
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e.
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(Optional) To send a trigger when the process finishes running, select the Send Trigger(s) check box, and choose the trigger that you want to send. To send multiple triggers, use Ctrl+Click to select more than one trigger. The selected triggers are listed in the Send Trigger(s) field, and they are separated by commas.
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6.
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a.
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To assign an offer to a target cell, click the Offer field next to the cell, then select from the list of available offers. To assign one or more offers to multiple cells, select all rows to which you want to assign offers, and use the Assign Offers button.
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If the input cells are linked to a top-down cell defined in the Target Cell Spreadsheet (TCS), and offers are already assigned in the TCS, the offers are displayed here. You can override these assignments. Any changes that you make in the contact process are reflected in the TCS after you save the flowchart.
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b.
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To use control groups, which are excluded from the contact list, select Use Holdout Control Groups. Columns that are relevant for control groups appear in the grid.
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c.
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For each cell that you want to use as a control, change the Control? field from N (the default) to Y. Cells that are designated as controls cannot be assigned offers.
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d.
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For each non-control cell, you can specify a control cell and an offer. Optionally select a control cell from the Control Cell list. This list is populated with the names of cells for which you indicated Control? = Y.
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e.
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To change the offer assigned to a non-control cell, click in the Offer field and select an available offer.
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7.
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Use the Parameters tab to refine your offer for each cell. This tab shows the parameter names and values for each parameterized offer that was assigned on the Treatment tab. Follow the steps below if you want to change the parameter values. If there are no parameterized offers, you can skip this tab.
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a.
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To save data entry time, use [All Cells] to assign values that apply to most of the cells, then select individual cells to override their values.
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b.
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Click in the Assigned Value field (or select a row in the table and click Assign Value), then select or type a value to assign to the parameter. You can use constants, derived fields, or table fields as values.
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8.
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Use the Personalization tab to specify which fields to write out to the contact list. For example, if you are building a mailing list, include contact names and addresses.
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If you selected a table on the Fulfillment tab, the Export Field list includes all of the fields from that table. You must map each data field to a corresponding table column. To automatically find matching fields, click Match. Fields with exact matches for the table field names are automatically added to the list. If there are multiple matching fields, the first match is taken.
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When you select Candidate Fields, you can click the arrow next to an item to expand it. For example, you can expand the IBM® Campaign Generated Fields list, then select Treatment Code. By including the Treatment Code in your output, you can use it to track responses. Direct Response tracking requires customers to provide the same code when they respond to the offer (for example, by using a coupon). Use Ctrl+Click or Shift+Click to select multiple fields.
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9.
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To sort the output and specify how to handle duplicate IDs in the list, click More on the Personalization tab.
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a.
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Decide whether your list will include or omit duplicate IDs. For example, if your Audience ID is Household, there might be duplicate Audience IDs for each person in that household. You may or may not want each person included in the list. To omit duplicate IDs, choose Skip Records with Duplicate IDs, and specify which record to retain if duplicate IDs are returned. For example, to keep only the family member with the highest household income, select MaxOf and Household_Income.
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b.
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To sort the output, use the Order By options. For example, to sort by surname in reverse order, select the Last_Name field and Descending.
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c.
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10.
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a.
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b.
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(Optional) To store contact information in another location, in addition to or instead of the contact history tables, check Log into Other Destination. This option is useful if your organization requires further processing of the information in another format, or if you want to examine the output before you update contact history.
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11.
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a.
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b.
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Use Log to to select a destination table or file. If you select File, use the Specify Output File dialog to define the output file name and parameters.
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Append to Existing Data: Add the new contact information to the end of the table or file. Appending data is a safe choice for database tables because it preserves existing data. If you select this option for a delimited file, labels are not exported as the first row.
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Replace All Records: Remove any existing data from the table or file, and replace it with the new contact information.
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12.
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To customize the information that gets written to contact history, click More Options on the Log tab.
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a.
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To avoid updating contact history when this process runs, select Create Treatments Only.
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b.
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c.
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Use the Tracking Audience Level list to select the audience level at which you are tracking contact history.
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d.
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Use the Contact Date field to specify when to contact the people in the contact list. If you do not specify a date, Campaign uses the flowchart run date.
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e.
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Use the Contact Status Code list to specify a status code for tracking.
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f.
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g.
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13.
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Clear History permanently deletes contact and response history records from the system tables. This data is not recoverable.
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14.
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15.
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Copyright IBM Corporation 2015. All Rights Reserved.
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