Manipulating process boxes in flowcharts
Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
To create a campaign flowchart, you drag process boxes from the palette to the workspace. You then configure each process box to perform a specific operation, such as selecting customers to target for a mailing. By dragging connector lines from one box to another, you connect processes in the workspace in a logical flow to determine the order of events.
For example, use Select processes to choose customers to target in your campaign. Use a Merge process to combine the selections, and end with a Call List process, which generates a list of customers to contact by phone.
You can move and delete process boxes as you experiment with different flowchart scenarios. To confirm that your flowchart is progressing successfully, you can test run each process as you build your flowchart. Save your flowchart frequently as you work.
The following steps provide a high-level overview of how to build a flowchart by adding, configuring, and connecting processes.
1.
Open a flowchart for editing.
2.
Add a process to a flowchart by dragging it from the palette to the workspace.
For example, add a Select process.
3.
Configure the process by double-clicking it in the palette.
For example, configure the Select process to select all high-value customers aged 25 - 34 ("Gold").
4.
Add and configure the next process in your flowchart.
For example, add another Select process and configure it to select all medium-value customers aged 25 - 34 ("Silver").
5.
Continue adding, configuring, and connecting processes in the flowchart to determine the logical flow of data.
For example:
a.
Connect both of the Select processes ("Gold" and "Silver" customers) to a Merge process.
b.
Configure the Merge process to merge the Gold and Silver customers into a single list.
c.
Connect the Merge process to a Mail List process.
d.
When you configure the Mail List process, you assign pre-defined offers.
For example, you can assign a 10% discount to Silver customers and a 20% discount to Gold customers.
6.
Test run each process as you configure it to confirm that it produces the expected results.
Adding processes to flowcharts
Determining the status of a process
Connecting processes in flowcharts
Deleting a connection between two processes
Copying processes within a flowchart
Copying processes between flowcharts
Moving processes in flowcharts
Deleting processes from flowcharts
Running or testing a process
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