To configure a Snapshot process
1.
2.
3.
*
4.
The process configuration dialog appears.
5.
a.
Use the Input list to specify which cells to use as the data source for the snapshot.
*
If the Snapshot 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 only available if the input process generates multiple cells.
b.
Use the Export To list to specify a table or file to which the Snapshot output will be written.
*
*
If the table that you want to use does not appear in the list, or if you want to output to an unmapped table, select Database Table. Use the Specify Database table dialog to specify the table and database names. User variables are supported in the table name you specify here.
*
If you select File from the Export To list, you can specify the type of file you want to write the output to, the file name, and corresponding data dictionary.
*
If you want to create a new user table, select New Mapped Table from the Export To list. For instructions, see the Campaign Administrator's Guide.
c.
*
Append to Existing Data. Add the new information to the end of the table or file. If you select this option for a delimited file, labels will not be exported as the first row. This is a best practice for database tables.
*
Replace All Records. Remove any existing data from the table or file, and replace it with the new information.
*
Update Records. Available only if you are exporting to a table. All fields specified for the snapshot are updated with the values from the current run of the process.
*
Create New File. Available only if you are exporting to a file. This option is selected by default if you are exporting to a file. Each time you run the process, a new file is created with "_1," "_2" and so on, appended to the file name.
6.
a.
Use the Candidate Fields list to select the fields that you want to include in your output.
You can use Campaign Generated Fields by expanding the list of Campaign Generated Fields, or use derived fields by clicking the Derived Fields button. Select multiple fields using Ctrl+Click or select a contiguous range of fields using Shift+Click.
b.
Move the selected fields to the Fields to Snapshot list by clicking Add.
c.
If you selected a table as the snapshot destination, the fields in that table appear in the Export Fields list under the Table Field column. You can automatically find matching fields by clicking Match. Fields with exact matches for the table field names are automatically added to the Export Fields list. If there are multiple matching fields, the first match is taken. You can manually modify the pairings by clicking Remove or Add.
d.
If desired, reorder the fields in the Fields to Snapshot list by selecting a field and clicking Up1 or Down1 to move it up or down in the list.
*
7.
You see the Advanced Settings window.
a.
To remove duplicate IDs within the same input cell, select Skip Records with Duplicate IDs. Then choose the criteria to determine which record to retain if duplicate IDs are found. For example, you can select MaxOf and Household_Income to specify that when duplicate IDs are found, Campaign exports only the ID with the highest household income.
*
b.
To sort the snapshot output, select the Order By check box, then select the field to sort by and the sort order. For example, you can select Last_Name and Ascending to sort IDs by family name in ascending order.
8.
9.
(Optional) Click the General tab to assign a name and descriptive note to the process.
The name appears on the process box in the flowchart. The note appears when you hover the mouse over the process box in the flowchart.
10.
The process is now configured. You can test run the process to verify that it returns the results you expect.