Process configuration
Campaign uses processes in a flowchart to perform various actions on your customer data. By adding process boxes to a flowchart, then configuring and connecting the processes, you determine the logic for your marketing campaign.
Most processes determine how Campaign selects and manipulates IDs from your user data. For example, you can configure a Select process to identify high-value prospects, configure another Select process to identify medium-value prospects, then use a Merge process to combine the two lists. Configuring a process determines what occurs when the process runs.
There are many types of processes, and each one performs a distinct function. Some processes are intended to be used when you implement your campaign. For example, you use the Call List process to assign offers and generate a call list, which you can send to a call center.
You use other processes after your campaign is deployed. For example, you use the Track process to update Contact History after you deploy your campaign and see who responds.
Types of processes
List of Campaign processes
Data sources for processes
Manipulating process boxes in flowcharts
The Select process
The Merge process
The Segment process
The Sample process
The Audience process
The Extract process
The Snapshot process
The Schedule process
The Cube process
The Create Seg process
The Mail List process
The Call List process
The Track process
The Response process
Profiling fields to preview values from your user data
Skipping duplicate IDs in process output