Flowchart designers assign offers to cells by configuring
a contact process in a flowchart. A cell is a list of customers
who you want to contact with a specific offer. A target cell is
a cell that has an offer assigned to it. You can optionally exclude
control groups from contact, for analysis purposes.
Before you begin
Before you begin, you must create an offer so it is available
for assignment. You can also choose to associate offers with campaigns
by using the Campaign Summary tab. Offers that are associated with
a campaign appear at the top of selection lists as "relevant" offers.
About this task
Note: Organizations who use a "top-down" management approach
assign offers to cells in a target cell spreadsheet (TCS). A flowchart
designer then selects recipients for those offers. For more information,
see
Assigning offers to cells in a TCS Note: If Campaign is
integrated with Marketing Operations,
use Marketing Operations to
assign offers to output cells in the target cell spreadsheet (TCS) form of a
campaign project. You cannot assign offers in a contact process unless
you are working with legacy campaigns.
Follow these steps
to assign offers to cells in a flowchart.
Procedure
- Open a campaign and click a flowchart tab.
- Click Edit
in
the flowchart window. - Double-click the contact process, such as Mail List or
Call List, which contains the recipients for your offer.
- Use the Treatment tab to assign
at least one offer to each cell.
- Click the Parameters tab to see
the names and values of each parameterized offer that was assigned
on the Treatment tab and to adjust the offer
parameter values.
For example, if a Mail List process
includes a credit card offer, you can adjust the terms that are offered.
Depending on how the offer was defined, you might be able to select
values from a list. If a list is available, the configuration setting Campaign | partitions
| partition[n] | server | flowchartConfig | disallowAdditionalValForOfferParam determines
whether you can specify more values or whether you are restricted
to selecting values from the list.
