List selection flowcharts for On-demand Campaigns and Lists

For On-demand Campaigns and Lists, the corporate marketer typically creates the flowchart in Campaign, then field marketers run the flowchart and generate the lists.

Steps for generating the On-demand Campaign or List customer list

The following steps outline the tasks for generating the customer list for an On-demand Campaign or List:
  1. In Campaign, create and publish the list selection flowchart.
  2. In Distributed Marketing, create and publish forms, then add them to a template with custom tabs for displaying the flowchart forms.
  3. In Distributed Marketing, create the On-demand Campaign or List using the appropriate template.
  4. In Distributed Marketing, select the list composition criteria.
  5. In Distributed Marketing, generate the list by running the flowchart.