To create a flowchart
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If you are creating an interactive flowchart, see the IBM® Interact documentation for information.
1.
In the campaign or session to which you want to add a flowchart, click the Add a Flowchart icon.
The Flowchart Properties page appears.
2.
Enter a name and description for the flowchart.
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Flowchart names have specific character restrictions. For details, see 关于特殊字符.
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Under Flowchart Type, Standard Batch Flowchart is the only option unless you are a licensed user of Interact. If you have installed a licensed version of Interact, you can also select Interactive Flowchart.
3.
Click Save and Edit Flowchart.
The flowchart opens in a new window, which includes the process palette on the left, a toolbar at the top, and a blank flowchart workspace. For an overview of the flowchart workspace, see Flowchart workspace overview.
4.
Add a process to your flowchart by dragging a process box from the palette to the workspace.
A flowchart typically begins with one or more Select or Audience processes to define the customers or other marketable entities with which to work.
5.
Double-click a process in the workspace to configure it.
For more information, see Introduction to Campaign processes.
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Click Save Changes and Continue to Edit frequently while adding and configuring processes.
6.
Connect the configured processes to determine the workflow of your campaign.
7.
Click Save and Exit to close the flowchart window.
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