Linking flowchart cells to targeted offers defined in a TCS®

If your organization pre-defines targeted offers in a Target Cell Spreadsheet (TCS®), a flowchart designer must then configure processes to select recipients for the offers. The designer must link the flowchart cells with the predefined cells in the TCS®. This completes the association between the cells in the TCS® and the recipients defined in the flowchart.

Before you begin, someone in your organization must define target cells in a TCS®. Then the flowchart designer can follow the steps below to associate output cells in a flowchart with the cells that were defined in the TCS®.

An alternative method is to use Options > Match & Link Target Cells.

To associate flowchart cells with pre-defined cells in a TCS®:

In a flowchart in Edit mode, double-click the process whose output cell you want to link to a cell in the TCS®.

Click the General tab in the process configuration dialog.

To open the Select Target Cell dialog:

In processes that output a single cell, such as Select, click Link to Target Cell....

In processes that output multiple cells, such as Segment, click the Output Cell Name or Cell Code row for each cell that you want to link. Click the ellipsis button.

You see the Select Target Cell dialog, which displays the cells that were predefined in the TCS® for the current campaign.

In the Select Target Cell dialog, select the row for the cell to which you want to link the current output cell.

Click OK.

The Select Target Cell dialog closes. The Output Cell Name and Cell Code in the process configuration dialog are replaced with the name and code from the TCS®. These fields are italicized to indicate that they are obtained from the spreadsheet.

Click OK to save your changes.

Save the flowchart. Target cell linkages are not saved in the database until you save the flowchart. If you cancel changes in the flowchart, cell linkages are not saved.