Assigning offers to cells in a flowchart

Flowchart designers assign offers to cells by configuring a contact process in a flowchart. A cell is a list of customers who you want to contact with a specific offer. A target cell is a cell that has an offer assigned to it. You can optionally exclude control groups from contact, for analysis purposes.

Before you begin, you must create an offer so it is available for assignment. You can also choose to associate offers with campaigns by using the Campaign Summary tab. Offers that are associated with a campaign appear at the top of selection lists as "relevant" offers.

Organizations who use a "top-down" management approach assign offers to cells in a target cell spreadsheet (TCS). A flowchart designer then selects recipients for those offers. For more information, see Assigning offers to cells in a TCS

If Campaign is integrated with Marketing Operations, use Marketing Operations to assign offers to output cells in the target cell spreadsheet (TCS®) form of a campaign project. You cannot assign offers in a contact process unless you are working with legacy campaigns.

Follow these steps to assign offers to cells in a flowchart.

Open a campaign and click a flowchart tab.

Click Edit

in the flowchart window.

Double-click the contact process, such as Mail List or Call List, which contains the recipients for your offer.

Use the Treatment tab to assign at least one offer to each cell.

Click the Parameters tab to see the names and values of each parameterized offer that was assigned on the Treatment tab and to adjust the offer parameter values.

For example, if a Mail List process includes a credit card offer, you can adjust the terms that are offered. Depending on how the offer was defined, you might be able to select values from a list. If a list is available, the configuration setting Campaign | partitions | partition[n] | server | flowchartConfig | disallowAdditionalValForOfferParam determines whether you can specify more values or whether you are restricted to selecting values from the list.

For more information, see Configuring contact processes (Mail List or Call List).