1.
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(Optional) If you would like to optimize across values in categories you define, create an Contact Optimization template table in the Campaign system table database.
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2.
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Create an Contact Optimization session that contains the rules and constraints to apply.
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6.
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Perform a production run of the Contact Optimization session to generate the optimized contact list.
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7.
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Trigger or manually run the post-optimization flowchart to retrieve the optimized contact list from the Contact Optimization session and send the marketing communications.
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