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HCL Contact Optimize User Guide
Campaign is a web-based HCL® Marketing Software solution you use to design, run, and analyze direct marketing campaigns.
Generate a list of proposed contacts
The optimization process involves generating a list of proposed contacts in HCL® Campaign and sending these contacts to HCL Contact Optimization to produce optimized contacts.
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.
The Optimize process Optimize tab
On the Optimize tab, you specify which Contact Optimization session you send the proposed contacts to when you run the flowchart and map any unmapped PCT fields.
Specifying an Contact Optimization session
You must specify the Contact Optimization session in which you are participating in each Optimize process.

Specifying a Contact Optimization session

You must specify the Contact Optimization session in which you are participating in each Optimize process.

About this task

The Contact Optimization session that you choose applies its optimization rules to your proposed contacts, along with the proposed contacts from any other participating campaigns or flowcharts, and generate a single optimized contacts list.

Procedure

Click the Optimize tab in the Optimize process.
The Optimize tab displays.
In the Participate in Contact Optimization session field, click the ellipsis button.

The Select Contact Optimization session window displays.
Select the Contact Optimization session that receives the proposed contacts.

If the Contact Optimization session has an optimization template table, the fields show in the Table field column of the Export fields section.
Click OK to save your process configurations.