Configuring the Optimize process

The Optimize process is where you define what information is sent to the optimization session—which cells, what offers, and what scores. To configure the Optimize process, you must configure the following.

1.
Select the cells for input as described in To select the cells for input.
2.
Assign a contact date as described in To assign a contact date to all contacts.
3.
Assign offers to cells as described in To assign offers or offer lists to a cell.
You can optionally define parameterized offer attributes as well.
4.
Associate the process with an Optimize session as described in To specify an Optimize session.
You can optionally map additional columns to the PCT.
5.
Assign scores as described in To assign score fields in the Optimize process.

The following sections describe these procedures and the Optimize process in detail.

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