Configure the Optimize process

The Optimize process is where you define what information is sent to the optimization session, including which cells, which offers, and which scores.

To configure the Optimize process, you must configure the following.

  1. Select the cells for input as described in Selecting the cells for input.
  2. Assign a contact date as described in Assigning a contact date to all contacts.
  3. Assign offers to cells as described in Assigning offers or offer lists to a cell.

    You can optionally define parameterized offer attributes as well.

  4. Associate the process with a Contact Optimization session as described in Specifying a Contact Optimization session.

    You can optionally map additional columns to the PCT.

  5. Assign scores as described in Assigning score fields in the Optimize process.

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