To configure a Merge process

The Merge process accepts one or more input cells and produces one output cell. You specify which input cells are included and combined or excluded from the output.

Within a campaign, open a flowchart for editing.

Drag the Merge process from the palette to your flowchart.

Connect one or more configured processes as input into the Merge process.

All input cells must have the same audience level.

Double-click the Merge process in the flowchart.

The process configuration dialog opens. Cells from processes that are connected to the Merge process are listed in the Input list.

Use the Method tab to specify whether to include or exclude input cells during the merge. Select a cell in the Input list, and add it to one of the following lists:

Records to Include: The IDs in the cells that you add to this list are combined into one list of unique IDs.

Records to Exclude: The IDs in the cells that you add to this list are not included in the merged output. For example, use this option to exclude Opt Outs.

Specify how to merge the lists from the input cells that are in the Records to Include list:

Merge/Purge on Include: This option produces a list of unique IDs that exist in at least one input cell. Duplicate IDs are included only once. This method uses a logical "OR" or "ANY." For example: Include customer A if that customer is in either the Gold.out cell OR the Platinum.out cell.

Match (AND) on Include: Include only those IDs that exist across all input cells. This method uses a logical "AND" or "ALL." For example: Include customer A only if that ID exists in both the Gold.out cell AND the LoyaltyProgram.out cell. This option is useful when you want to include customers that meet multiple criteria. If an ID does not exist in all of the Merge process input cells, the ID is not included.

Click the Cell Size Limit tab if you want to limit the number of IDs generated by the process.

Use the General tab as follows.

Process Name: Assign a descriptive name. The process name is used as the box label on the flowchart. It is also used in various dialogs and reports to identify the process.

Output Cell Name: This name matches the Process Name by default. It is used in various dialogs and reports to identify the output cell (the set of IDs that the process produces).

(Optional) If you click Link to Target Cell and you see a list of target cells (defined in the Target Cell Spreadsheet for the current campaign), you can select one. The cell name from the TCS now displays in the Output Cell Name field.

See About the target cell spreadsheet. Also see To link flowchart cells to target cells using the process configuration dialog.

Cell Code: The cell code has a standard format that is determined by your system administrator and is unique when generated

See Changing the cell code.

Note: Describe the purpose or result of the process. For example, indicate which records you are including or excluding.

Click OK.

The process is now configured. You can test run the process to verify that it returns the results you expect.