Implementing Optimize
The details of setting up Optimize are lengthy, however the general process is simple.
Follow these steps to start your implementation:
1.
In Campaign, define your audience levels, offers, offer lists, and segments.
See Building offer templates for Optimize for offer template requirements.
2.
Create your Optimize sessions (where you define your rules and constraints) and then link the Optimize sessions to the campaigns.
3.
After your building blocks (offers/offer lists and segments) are created in Campaign, build your campaigns and flowcharts.
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