List of Campaign processes

Configure and connect processes in flowcharts to accomplish your campaign goals. Each process performs a specific operation, such as selecting, merging, or segmenting customers.

Note: Interact, Contact Optimization, eMessage, and IBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition provide additional processes for use in flowcharts. For more information, see the documentation for those products.
Table 1. List of Campaign processes in batch flowcharts

List of Campaign processes in batch flowcharts

Process Overview Instructions
Two people one in yellow circle

The Select process

Selecting a list of contacts

Yellow arrow

The Merge process

Merging and suppressing contacts

Two yellow arrows

The Segment process

Segmenting data by field

Segmenting data with queries

Beaker and flask

The Sample process

Dividing contacts into sample groups

People in house

The Audience process

Switching and filtering audience levels

Database pointing to table

The Extract process

Extracting subsets of data for further processing and manipulation

Camera

The Snapshot process

Taking a snapshot of data for export to a table or file

Calendar and clock

The Schedule process

Scheduling processes in a running flowchart

Cube

The Cube process

Creating a multi-dimensional cube of attributes

Person in square brackets

The Create Seg process

Creating segments for global use in multiple campaigns

Mail

The Mail List process

Configuring contact processes (Mail List or Call List)

Telephone

The Call List process

Configuring contact processes (Mail List or Call List)

Radar

The Track process

Tracking contact history

Handshake

The Response process

Updating response history

Computer with envelope

The eMessage process defines the recipient list for an eMessage mailing.

Requires HCL eMessage. See the eMessage User's Guide.

Database with arrow to table The Interact list process determines which offers the Interact runtime server presents to customers.

Requires HCL Interact. See the Interact User's Guide.

Line chart The Optimize process associates a marketing campaign with a Contact Optimization session.

Requires HCL Contact Optimization. See the Contact Optimization User's Guide.

Atoms The SPSS model process generates predictive models to predict likely responders based on past behavior.

Requires IBM SPSS Modeler Advantage Enterprise Marketing Management Edition. See the HCL Campaign and IBM SPSS Modeler Advantage Enterprise Marketing Management Edition Integration Guide.

Calculator The SPSS score process rates the likelihood of customers responding to offers, to identify the best prospects for a campaign.

Requires IBM SPSS Modeler Advantage Enterprise Marketing Management Edition. See the HCL Campaign and IBM SPSS Modeler Advantage Enterprise Marketing Management Edition Integration Guide.