You must specify the Contact Optimization session
in which you are participating in each Optimize process.
About this task
The Contact Optimization session
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 ellipses 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.