Implementing Contact Optimization
The details of setting up Contact Optimization are lengthy; however, the general process is simple.
Follow these steps to start your implementation:
In Campaign, define your audience levels, offers, offer lists, and segments.
See Building offer templates for Contact Optimization for offer template requirements.
- Create your Contact Optimization sessions (where you define your rules and constraints) and then link the Contact Optimization sessions to the campaigns.
- After your building blocks (offers/offer lists and segments) are created in Campaign, build your campaigns and flowcharts.