Generate a list of proposed contacts
The optimization process involves generating a list of proposed contacts in IBM® Unica® Campaign and sending these contacts to IBM® Unica® Optimize to produce optimized contacts.
These optimized contacts are then retrieved by Campaign for use in a marketing campaign.
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.
Create a flowchart with an Optimize process
Configure the Optimize process
Run the flowchart
Perform a production run of the Optimize session