Contact Optimization session

In an Contact Optimization session, you define the rules that Contact Optimization uses to include or eliminate contacts and their associated offers from the PCT.

When you create an Contact Optimization session, you select an audience level to be added to the PCT and OCT. You can also include an optimization template table whose fields are appended to the PCT and OCT.

You associate a marketing campaign with an Contact Optimization session in the following way:

Create a flowchart in Campaign.

Add an Optimize process to that flowchart.

Select the Contact Optimization session when you configure the Optimize process.

The same Contact Optimization session can receive proposed contacts from multiple flowcharts and campaigns.