Generating a list of proposed contacts requires that you create a flowchart with one or more Optimize processes in Campaign. This flowchart is called the pre-optimization flowchart. When configuring the Optimize process, you must select an
Optimize session to associate with the flowchart. This
Optimize session receives the proposed contacts that are generated when you run the flowchart.
After you run all flowcharts in all campaigns that are configured to generate contact and offer information for a particular Optimize session, you can run that optimization session. The
Optimize session then applies the rules you created to produce a list of optimized contacts that are retrieved by a post-optimization flowchart in
Campaign. The post-optimization flowchart in
Campaign might sample out a hold-out control group, generate the contact list, and populate contact history.