Implementing Contact Optimization
The details of setting up Contact Optimization 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 Contact Optimization for offer template requirements.
2.
Create your Contact Optimization sessions (where you define your rules and constraints) and then link the Contact Optimization 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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