Link the optimized contacts to a contact process

To send out marketing communications to your final contact list, you must add a contact process to your flowchart. Connect the Extract process to a contact process such as Mail List, Call List, or eMessage.

For information about configuring a contact process, see the IBM® Campaign User’s Guide.

Add a contact process to the flowchart.

Connect the Extract process to the contact process.

Double-click and configure the contact process as follows:

Confirm that the Offer is Assigned by Contact Optimization on the Treatment tab.

Configure the Fulfillment, Personalization, and Logging tabs as described in the IBM® Campaign User’s Guide.

You must set the Contact Date on the Contact History Logging Options dialog box to the same contact date as originally proposed. The Contact Date must match the ContactDateTime field in the Extract process.

Open the Contact History Logging Options dialog box by clicking More Options on the Logging tab. If you chose a different Contact Date, you can violate optimization constraints.

There can be only a single contact date and time for all contacts within this contact process. If there are multiple contact dates in the retrieved optimized contacts, you must segment by ContactDateTime and channel (that is, package) before connecting to a contact process.