How forms and Campaign flowcharts relate

When a flowchart is published in Campaign, an associated form is automatically created in Distributed Marketing.

You use this form to capture and send information from Distributed Marketing to Campaign.

By using the form in this way, you give field marketers control over certain aspects of On-demand Campaigns and Lists.

The administrator does this by exposing parameters in Campaign, publishing the flowchart, and then working with the automatically created form in Distributed Marketing.

Campaign tasks

In Campaign, you must create flowcharts, expose parameters, and publish the flowcharts. The typical workflow is as follows:

1. Create an input flowchart. The function of this flowchart is to create a list as an input to Distributed Marketing.
2. For the input flowchart, expose the parameters that the field marketer should be able to control, for example, gender and income range.
3. Create an output flowchart. The function of this flowchart is to hold the final list of prospects for the On-demand Campaign.

4. For the output flowchart, expose the parameters that the field marketer should be able to control.

   For example, you may want to field marketer to be able to customize the greeting and the branch name.

5. Publish both the input and output flowcharts.

Distributed Marketing tasks

In Distributed Marketing, you must create a template for an On-demand Campaign or List. The typical workflow is as follows:

1. Run the SQL commands that are produced as part of the flowchart publishing process.
2. Edit the forms that were created when the flowcharts were published in Campaign.
3. On the Form Definitions screen, click Publish next to the form to make the form available for use in templates.
4. Create a template for an On-demand Campaign or List.
5. Add two tabs to the template, one for the input form and one for the output form.
6. Create an On-demand Campaign or List by using the new template.
7. Generate the list.
8. Run the On-demand Campaign or List.