The Select process
Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.
Select is one of the most frequently used processes in Campaign. Many flowcharts begin with one or more Select processes. The Select process outputs a cell that contains a list of IDs, such as customer IDs, which can be modified and refined by other processes.
Defining the order of mapped user tables
You can define the order in which the mapped user tables appear in the Table mappings window. You can set the order so that frequently used or newly added mapped user tables appear at the top when the Table mappings window is opened. You can reorder the mapped user tables by clicking Admin > Tables. This order is limited only for the flowchart for which the order is configured. To set this order for all flowcharts, save the mapped user tables as a Table catalog.
Filtering the mapped user tables
You can filter the mapped user tables that appear in the Available Fields section in the Select process configuration window. The tables are filtered by table name.
- Open a flowchart for editing (click Edit
in the flowchart
toolbar). - Double-click the Select process box in the flowchart to open the Select process configuration window.
- Click the Filter icon
next to Available Fields. - Enter the text to filter the tables and click Apply.
You cannot use any special characters except underscore in the filter text. The search is not case sensitive.
The filtered list of tables is displayed. The Filter icon changes to a dark green color.
- To clear the filter, click the Filter icon , and in the Filter window, click Clear.
The filter is applicable until you click Clear or you close the Select process configuration window.