To configure an Audience process

Within a campaign, open a flowchart for editing.

Drag the Audience process from the palette to your flowchart.

The Audience process can select from any defined tables, so you can use it as a top-level process in your flowchart to initially select data. You can also connect one or more configured processes (such as a Select or Merge process) as input to the Audience process.

Double-click the Audience process in the flowchart.

On the Source tab, open the Input list and specify the data source for the process. If processes are connected to the Audience process, their output cells are listed, so you can select them as input. You can also select a Segment or Table.

The audience level corresponding to the selected input is now displayed next to the Input field. If there is no input, the audience level is shown as "not selected."

Notice that the Select options also indicate the input audience level. For example, if the audience level is customer, you can select One Entry per Customer.

Select the output audience from the Choose Audience list. The list displays audience levels defined for tables that contain keys which are defined at the same audience level as the input data source. If a table has more than one audience level, each level is available as an entry in the Choose Audience list.

If you do not see the expected audience level, you can try remapping a table.

The Select options now reflect both the input and the output audience levels.

For example, if your input has an audience level of Household and you choose an output audience level of Individual, the Select options are labeled: All Individual ID Entries, Some Individual ID Entries, One Individual ID Entry per Household ID. You can now specify how IDs are selected while you switch from one audience level to another.

Use the Select and Filter options to specify how you want the records to be selected. The available options depend on whether you are selecting All IDs (in which case filtering is not allowed), switching levels, or staying at the same level.

For details on how to select and filter based on whether you are switching audience levels, see:

Using the same input and output audience levels

Using different input and output audience levels

Use 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, "This box contacts one individual per household").

Click OK.

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