Flowchart management

IBM ® Campaign uses flowcharts to define campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.

Each marketing campaign consists of at least one flowchart. Each flowchart consists of at least one process. You configure and then connect processes to perform data manipulation, create contact lists, and record contact and response tracking for your campaign.

By connecting a series of processes in a flowchart, then running that flowchart, you define and implement your campaign.

For example, a flowchart might include a Select process, which is connected to a Segment process, which is connected to a Call List process. The Select process can be configured to select all customers from your database who live in the northeast. The Segment process can segment those customers into value tiers, such as Gold, Silver, Bronze. The Call List process assigns offers, generates a contact list for a telemarketing campaign, and records the results in the contact history.

Note: To work with flowcharts, you must have the appropriate permissions assigned by an administrator.

More information

There are restrictions in the use of special characters in flowchart names. For details, see Appendix A of the IBM Campaign User's Guide.

For details on creating processes, see the chapters "Working with Processes" and "Campaign Processes" in the IBM Campaign User's Guide.