You can create a single Optimize session to handle all campaigns you want to optimize. Or, you can create separate Optimize sessions to handle different types of campaigns, campaigns using different communication channels, or for different lines of businesses. The broader the scope of a single Optimize session, the more opportunity you have to truly optimize across your business. By specifying business rules and constraints, and leveraging scores such as response likelihood, you will be able to determine the optimal communication strategy for maximizing the value of each customer contact.

When configuring the Optimize process, you select an Optimize session to associate with the process. The eligible contacts will be written with their associated offers to the PCT of the selected Optimize session.

This flowchart retrieves the optimized contacts from the Optimize session and executes marketing communications to the list of contacts.

When you run the flowchart, Campaign writes to the PCT, allowing Optimize to access the list of proposed contacts and offers. If you have multiple campaigns, each campaign manager must execute his or her Campaign sessions to create a complete proposed contact list for optimization.

Reviewing the rules and the optimization results may be an iterative process, especially in the beginning. During the review process, you can make changes to rules or the initial selection criteria to address each campaign manager’s goals. If adjustments are required, you can edit the definitions, rules (and scoring for the session, if you are using the internal scoring table within Optimize. Campaign managers can also modify the flowcharts that submit contacts and/or scores to Optimize and then run the flowcharts again.