To configure the Interact List process
Use a batch flowchart in the Edit mode to add an Interact List process to the flowchart workspace.
1.
In a batch flowchart in Edit mode, add an Interact List process to the flowchart workspace.
The Interact List process is available on a batch flowchart if IBM® Interact is installed on your Campaign server.
2.
Provide input to the Interact List process by connecting it to one or more data manipulation processes, such as Sample or Select.
3.
Double-click the Interact List process in the flowchart.
The process configuration dialog is displayed.
4.
On the Fulfillment tab, specify the fulfillment details of your list output.
a.
Use the OfferList type drop-down list to specify the type of offer filter you are configuring this process to use:
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Black list (Offer Suppression) - indicates offers to suppress from being served to a specific audience. This allows you to prevent offers from appearing for specific visitors, based on the segment of the audience into which the visitor falls.
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White list (Score Override) - indicates that Interact must always serve an offer to a particular audience regardless of whether the marketing score would otherwise cause Interact to make the offer available.
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Global Offers (Default Offers) - defines offers that can be offered (similar to White list) for an entire audience type; that is, a default offer that every visitor in a specified audience can see, regardless of the segment of which they might otherwise be a part.
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Offer Filters (Offers by SQL) - Allows you to provide a SQL query to determine which offers are served to the specified visitors. This option allows you, for example, to serve up an offer that is based on a specific visitor preference.
If you select this OfferList type, the input for this process is determined by your SQL query and the Input/Audience drop-down list is dimmed and cannot be selected.
The OfferList Type you specify here determines the behavior of the Interact List process, and the options available to you in this configuration dialog, as noted below:
b.
From the Interactive Channel drop-down list, choose the interactive channel that specifies the interaction points, events, and other settings that can apply to the Interact List process you are defining.
This drop-down list automatically lists the interactive channels that you already defined within the Interact design time environment.
c.
(White list or Black list only) From the Input drop-down list, specify the input cells (to use as the data source for the contact list. To use more than one cell (such as multiple input segments), click the ellipses () button next to the Input field, then use the Select Cells to Use dialog that is displayed, select the input cells to use.
If you select multiple input cells in this step, all of the input cells you select must have the same audience level.
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If the contact process is not connected to a process that provides output cells, there are no cells to select from in the Input drop-down list. To correct this, close the process configuration dialog and connect the Interact List process to an output process, then begin the configuration process again.
d.
(Global Offer only) Use the Audiencedrop-down list to specify the audience type for which you want this Interact List process to apply.
e.
Use the Target Data Sourcedrop-down list to indicate the data source to which you want to write the output from this process.
f.
Enter the database table to which you want to write the output from this process in the Table name field.
The table that you specify is created automatically when the process runs, if it does not exist.
g.
To specify the fields that are written to the specified OfferList table each time this process runs, click the ellipses () button next to the Table name field.
The Personalization Options dialog is displayed. The predefined set of fields that is written to the table is displayed in the Fields to Log list.
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Select the fields that you want to include in your output from the Candidate Fields list.
You can use IBM® Campaign Generated Fields by expanding the IBM® Campaign Generated Fields list, or use derived fields by clicking the Derived Fields button.
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To pair a candidate field to a field already listed in the Fields to Log list, select the candidate field, then select a field in the Fields to Log list, then click Add>>.
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To add a candidate field to the Fields to Log list without pairing it with an existing field, click the blank line after the last entry in the Fields to Log list, then click Add>>.
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Remove fields from the Fields to Log list by selecting them and clicking <<Remove.
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If wanted, reorder the fields in the Fields to Log list by selecting a field and clicking Up1 or Down1 to move it up or down in the list.
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If wanted, click the Derived Fields button to create a variable for providing output to the table.
h.
Select an option to specify how updates to the output table are handled:
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Append to Existing Data - Each run of this process adds its output data to the table you specified in the Table name field
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Replace All Records - Each run of this process removes any data from the table before you write the new output data.
5.
To assign one or more offers or offer lists to each target cell defined in this process, click the Treatment tab.
The Assign offers to cells interface is displayed.
How you configure the output on the Treatment tab depends on the OfferList type you selected on the Fulfillment tab.
a.
Black Lists (Offer Suppression) - For each target cell displayed in the table, click the Offer column to select from a drop-down list of available offers, or click Assign Offers. Use the Assign Offers dialog to select one or more offers that you want to suppress for the input cells (visitors) specified on the Fulfillment tab of this process.
b.
White Lists (Score Override) - For each target cell displayed in the table, click the Offer column to select from a drop-down list of available offers, or click Assign Offers. Use the Assign Offers dialog to select one or more offers that you want to serve for the input cells (visitors) specified on the Fulfillment tab of this process, even if the marketing score would not otherwise serve that offer to the visitor.
c.
Global Offers (Default Offers) - For each target cell displayed in the table, click the Offer column to select the wanted offers from a drop-down list, or click Assign Offers. Use the Assign Offers dialog to select the offers that you want to serve to all visitors of the audience type that is selected on the Fulfillment tab for this process, regardless of the segment into which they fall.
d.
Offer Filter (Filter by SQL) - Click the Offer by SQL button to create a SQL expression that allows the Interact runtime server to select the offers that you want to serve to a set of visitors. Use the Create Offer by SQL dialog that is displayed in the following ways:
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Select an existing SQL template name from the SQL drop-down list, or enter a new name in this field for the template if you are defining a new template.
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Provide the contents of the SQL query in the SQL template field.
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Click Check Syntax to determine whetherif your expression is valid. Check Syntax uses your test run Interact runtime server for validation. Your test run runtime server must be running for check syntax to function.
For more information about using the Create Offer by SQL dialog, see the "Creating queries using SQL" section in the IBM® CampaignUser's Guide.
6.
(Optional) Click the General tab to assign a name or notes to the process.
The name is displayed on the process in the flowchart. The notes are displayed when you point to the process in the flowchart.
7.
Click OK to complete the Interact List process configuration.
The process is configured and appears enabled in the flowchart. You can test the process to verify that it returns the results you expect.
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