Working with process boxes
Campaign process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace.
To create a campaign flowchart, you drag process boxes from the palette to the workspace.You then configure each process box to perform a specific operation, such as selecting customers to target for a mailing. By dragging connector lines from one box to another, you connect processes in the workspace in a logical flow to determine the order of events.
For example, you might start with a Select process that chooses specific customers, use a Merge process to add additional customers, and end with a Call List process, which generates a list of customers to contact by phone.
You can move and delete process boxes as you experiment with different flowchart scenarios. To confirm that your flowchart is progressing successfully, you can test run each process as you build your flowchart. Save your flowchart frequently as you work.
To add a process to a flowchart
Determining the status of a process
To connect two processes
Example: Process Connections
To copy and paste a process
To cut a process
To paste processes from the template library
To move a process
To delete a process
To delete a connection between two processes
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