Selecting a list of contacts

Configure a Select process to select contacts from your marketing data.

To select contacts, you can specify all IDs in a segment or table, or you can use a query to find just the contacts that you want. One or more Select processes can then be used as input into another process. For example, you can select all Gold customers, then create another selection of Silver customers. You can then use a Merge process to create a single list of eligible contacts.

Open a campaign and click a flowchart tab.

Click the Edit icon

in the flowchart window.

Drag the Select process

from the palette to your flowchart.

Double-click the Select process box in the flowchart.

The Select Process Configuration dialog box opens.

On the Source tab, use the Input list to select a Segment or Table to provide the data source for the process.

You can select one segment, or one or multiple tables.

To select multiple tables, select the first table from the Input list and then use the ellipsis button next to the field.

If IBM® Digital Analytics is integrated with Campaign, you can select IBM® Digital Analytics segments as the input.

Choose one of the Select options. The option names vary, depending on the audience level that is specified in the input data source.

Select audience IDs: Include all rows from the segment or table that you selected in the previous step.

Select audience IDs with: Select IDs by specifying a query.

If you chose Select audience IDs with, use one of the following methods to create a query:

Point & Click: Click in the Field Name, Oper., and Value cells to select values to build an expression. Use And/Or to combine expressions. This method provides the easiest way to create a query and helps to avoid syntax errors.

Text Builder: Use this tool to write raw SQL or use the provided macros. You can use the Formula Helper within Text Builder to select supplied macros, including logical operators and string functions.

With either method, you can select fields from the Available Fields list, including IBM® Campaign Generated Fields and Derived Fields.

If your query includes a table field that has the same name as a Campaign Generated Field, you must qualify the field name. Use the following syntax: <table_name>.<field_name>

If you want to limit the number of IDs generated by the process, use the Cell Size Limit tab.

Use the General tab as follows.

Process Name: Assign a descriptive name, such as Select_Gold_Customers. The process name is used as the box label on the flowchart. It is also used in various dialogs and reports to identify the process.

Output Cell Name: This name matches the Process Name by default. It is used in various dialogs and reports to identify the output cell (the set of IDs that the process retrieves).

(Optional) Link to Target Cell: Perform this step if your organization pre-defines target cells in a Target Cell Spreadsheet (TCS). To associate the pre-defined target cell with the flowchart process output, click Link to Target Cell, then select a target cell from the spreadsheet. The Output Cell Name and Cell Code are inherited from the TCS, and both of those field values are shown in italics to indicate that there is a link relationship. For more information, read about using target cell spreadsheets.

Cell Code: The cell code has a standard format that is determined by your system administrator and is unique when generated. Do not change the cell code unless you understand the implications of doing so.

Note: Use the Note field to explain the purpose of the Select process. Common practice is to reference the selection criteria.

10.

Click OK.

The process is now configured. You can test run the process to verify that it returns the results you expect.