To configure a Select process

Define a Select process to build a list of contacts from your marketing data. You can specify all IDs in a segment or table, or you can use a query to select specific IDs. One or more Select processes can then be used as input into another process. For example, you could select all Loyal Customers, then create another selection of all Opt-Outs and merge them into a single list.

Within a campaign, open a flowchart for editing.

Drag the Select process from the palette to your flowchart.

Double-click the Select process box in the flowchart.

The process configuration dialog opens.

On the Source tab, open the Input list and select a Segment or Table to provide the data source for the process.

To select multiple tables, use the ellipsis button next to the field.

If IBM® Digital Analytics is integrated with Campaign, you can select IBM® Digital Analytics as the input. For instructions, see To use IBM Digital Analytics segments in a Select process.

Choose one of the Select options. The option names vary, depending on the audience level that is specified in the input data source (for example, Customer).

Select <audience> IDs: Include all rows from the segment or table that you selected in the previous step.

Select <audience> IDs with: Select IDs based on a query that you will define.

If you chose Select <audience> IDs with, create a query by using one of the following methods:

For complete instructions on how to build queries, see Creating queries in processes.

Point & Click: Click in the Field Name, Oper., and Value cells to select values to build an expression. Use And/Or to combine expressions. This method provides the easiest way to create a query and helps to avoid syntax errors.

Text Builder: Use this tool to write raw SQL or use the provided macros. You can use the Formula Helper within Text Builder to select supplied macros, including logical operators and string functions.

With either method, you can select fields from the Available Fields list, including IBM® Campaign Generated Fields and Derived Fields.

If your query includes a table field that has the same name as a Campaign Generated Field, you must qualify the field name. Use the following syntax: <table_name>.<field_name>

If you want to limit the number of IDs generated by the process, use the Cell Size Limit tab.

See Limiting the size of output cells.

Use the General tab as follows.

Process Name: Assign a descriptive name, such as Select_Gold_Customers. 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 retrieves).

(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: Explain the purpose of the Select process. Common practice is to reference the selection criteria.

Click OK.

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