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HCL Contact Optimization User's Guide
HCL Contact Optimization is a web-based extension of HCL Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
Contact Optimization sessions
A Contact Optimization session is a combination of rules and scores that apply to a set of proposed contacts.
Create a session
Before you can build your optimization rules and constraints, you must create a Contact Optimization session.
Creating a session using another session as a template
You can copy an existing Contact Optimization session as a new session.

Creating a session using another session as a template

You can copy an existing Contact Optimization session as a new session.

About this task

Note: You cannot edit the Audience Level and Contact Optimization template table for the new session. They are the same as the original Contact Optimization session.

Procedure

Navigate to the Summary tab of the Contact Optimization session that you want to copy.
Click the Create Duplicate Session icon.
You are prompted to confirm that you want to copy the session.
Click OK.
The Edit Properties page of the new session displays.
Complete the fields on the Edit Properties page.
Click Save Changes.

Results

The Summary tab for the session displays. The new session contains the rules and scores of the template session. You can now edit the new session.