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About Contact Optimization
Advantages of using Contact Optimization
About the Contact Optimization data flow
About Campaign
Campaign key concepts
Campaigns
Flowcharts
Offers
Cells
Contact Optimization key concepts
Proposed Contacts Table
Optimized Contacts Table
Optimization period
Contact Optimization template table
Contact Optimization session
Optimization rules and constraints
Overview of using Contact Optimization
Contact Optimization in a multi-locale environment
Getting started with Contact Optimization
Planning for Contact Optimization
Required data
Implementing Contact Optimization
Define an audience level
Defining a new audience level for Contact Optimization
Create template tables
Creating a template table
Building offer templates for Contact Optimization
Contact Optimization sessions
Contact Optimization session-level advanced settings
Create a session
Creating a session using the New Contact Optimization Session page
Creating a session using another session as a template
Agent Capacity Optimization and Contact Optimization sessions
Producing Agent Capacity Optimization output
Contact Optimization Session page reference
Optimization rules
Rules and constraints
Rule order
Minimum constraints
Tracking contacts
Rule types
The Customers In rule
Definitions for the Customers In rule
The Interactions Where rule
Definitions for the Interactions Where rule
The Min/Max # Offers Capacity rule
Definitions for the Min/Max # Offers Capacity rule
The Custom Capacity rule
Definitions for the Custom Capacity rule
The Min/Max # Offers For Each Customer rule
Definitions for the Min/Max # Offers For Each Customer rule
The Max # Packages rule
Definitions for the Max # Packages rule
The Max # Duplicate Offers rule
Definitions for the Max # Duplicate Offers rule
The Never A with B rule
Definitions for the Never A with B rule
The Never A Followed By B rule
Definitions for the Never A Followed By B rule
The B Only With A rule
Definitions for the B Only With A rule
Rule definitions
Segments in optimization rules
Using a segment in an optimization rule
Offer lists in optimization rules
Using an offer list in an optimization rule
Offer versions in optimization rules
The offer versions query builder
Conditions and groupings
Using offer versions in your optimization rule
Smart lists and the offer versions query builder
Retired offers and offer lists
Details for working with rules
Creating a rule
Contact Optimization session rule general reference
Optimization Rule Exceptions
Adding a Rule Exception to a Min/Max # Offers capacity rule
Definitions for Rule Exceptions
Optimization rule example
Setting up scores
Configure a Contact Optimization session to use a score field from the PCT
Configuring Contact Optimization to use a score field from the PCT
Manually enter scores using the score matrix
Empty cells
Contacts that belong to more than one strategic segment
Entering scores manually using the score matrix
Limiting offers and strategic segments in the score matrix
Selecting offers and strategic segments
Generate a list of proposed contacts
Create a flowchart with an Optimize process
Creating a flowchart with an Optimize process
The target control spreadsheet and pre-optimization flowcharts
Configure the Optimize process
The Optimize process Assignment tab
Selecting the cells for input
Assigning a contact date to all contacts
Assigning offers or offer lists to a cell
Optimize process Assignment tab reference
The Optimize process Parameters tab
Selecting the cells for which you want to specify parameterized offer attribute values
Assigning values to parameterized offer attributes
Optimize process Parameters tab reference
The Optimize process Optimize tab
Specifying a Contact Optimization session
Mapping additional table fields required by the PCT
Optimize process Optimize tab reference
The Optimize process Score tab
Assigning score fields in the Optimize process
Optimize process Score tab reference
Run the flowchart
About the Optimize process and flowchart test runs
Perform a production run of the Contact Optimization session
Performing a production run of a Contact Optimization session
Reviewing optimization results
Use optimized contacts in marketing campaigns
Select optimized contacts
Selecting the package that contains the optimized contacts
Retrieving optimized contacts by a PCT or OCT field
Link the optimized contacts to a contact process
Running the post-optimization flowchart
(Optional) Define a trigger to start the post-optimization flowchart
Handling multiple packages
Including one Extract process per package
Selecting more than one package from a single Extract process
Sampling for hold-out control groups
Sampling at the audience ID level
Sampling at the offer level
Assign final cell codes
Target control spreadsheet and post-optimization flowcharts
Assigning final cell codes
Viewing Reports
Viewing reports
Clearing run history
Offer Filtering Summary report
Customer Redistribution by Campaign report
Offers by Type and Segment report
Selecting offers and strategic segments
Campaign Optimization Summary report
Channel Utilization Over Time report
Customer Interaction Volume Report
Capacity Rule Sensitivity report
Contact Optimization list portlets
Administering Contact Optimization
The Contact Optimization Utility
Prerequisites for the Contact Optimization Utility
Contact Optimization command-line utility
Contact Optimization listener
Configuring Contact Optimization for a multi-locale environment
Configure database load utility
Increase virtual memory allocation for a process (UNIX™ only)
Tuning the optimization algorithm
Multi-threaded optimization
Setting CustomerSampleSize
Indexing Contact Optimization tables
Controlling queries to contact history
Setting UOSQLOnConnect
Contact Optimization configuration properties
Campaign | unicaACOListener
Campaign | partitions | partition[n] | Optimize | sessionRunMonitor
Campaign | partitions | partition[n] | Optimize | MemoryTuning
Campaign | partitions | partition[n] | Optimize | AgentTemplateTables
Campaign | partitions | partition[n] | Optimize | userTemplateTables
Campaign | partitions | partition[n] | Optimize | AlgorithmTuning
Campaign | partitions | partition[n] | Optimize | DatabaseTuning
Campaign | partitions | partition[n] | Optimize | Debug
Campaign | partitions | partition[n] | Optimize | logging
Campaign | unicaACOOptAdmin
Contact Optimization Sessions
Optimization run progress tab
Contact Optimization session Analysis tab
Search Results
My Optimizations
Contact Optimization session Summary tab
Max # Packages rule
Contact Optimization session Rules tab
Editing the Scoring tab
Optimize Process
Never A with B rule
Contact Optimization Sessions
Never A Followed by B rule
Min/Max # Offers Capacity rule
Edit Displayed Offers
Edit Displayed Segments
Max # Duplicate Offers rule
B Only With A For Each Customer Rule
Min/Max # Offers For Each Customer rule
Interactions Where rule
Customers In rule
Contact Optimization session Scoring tab
Custom Capacity rule
Add Contact Optimization Session Folder
Note
This edition applies to version 9, release 1, modification 0 of IBM® Contact Optimization and to all subsequent releases and modifications until otherwise indicated in new editions.
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