Flowchart workspace overview

The flowchart workspace provides the tools and space to design flowcharts for marketing campaigns.

You can open just one flowchart at a time. If you attempt to open another flowchart while one is already open, you are prompted to save your changes. To open two flowcharts at the same time, see Viewing two flowcharts side-by-side.

The following figure shows a flowchart open for editing.
A flowchart open for editing

The flowchart window consists of the following elements.

Table 1. Flowchart window elements

Flowchart window elements
Element Description

1
 Toolbar menus

The circled items are menus. Rest your mouse over a menu to see its name. To open a menu, click the arrow next to it.

  • Use the Run menu to perform test and production runs of a flowchart.
  • Use the Options menu to work with custom macros, stored objects, variables, logging, and perform similar functions.
  • Administrators can use the Admin menu to perform actions on individual flowcharts. See the Campaign Administrator's Guide for details.
  • Use the Change Layout menu to reposition all processes in a flowchart. For more information, see Adjusting flowchart appearance.

1
 Toolbar icons

The toolbar provides options to work with flowcharts. Rest your cursor over each icon to see what it does. Some of the more commonly used options are described below. For example:

  • Help: Click the information icon for a list of topics that explain how to work with flowcharts.
  • Use the Annotation icons to show or hide all annotations that were added to the flowchart. Right-click a process box to add, remove, show, or hide individual annotations.
  • Click Fit Contents Square with orange arrows that point at the four sides icon to resize the flowchart to fit in the workspace.
  • Use the Zoom Magnifying glass with either plus sign or minus sign icons icons to zoom in and out.
  • Search for a process by entering any portion of the name in the Search Process Name field.
  • Save your flowchart frequently by clicking Save Changes and Continue to Edit Small blue disk icon.
  • When you are done, click Save and Exit Small blue disk with yellow arrow icon.

2
 Palette

The palette at the left side of the window contains processes that you use to build your flowchart. Drag a process from the palette to the workspace, then configure and connect processes in the workspace.

By default, all process types are displayed. Use the category buttons (List generation, Segmentation, Response tracking, Data preparation) to view a subset of processes by category.

3
 Workspace

The workspace is where you configure and connect processes to determine the workflow and behavior of the flowchart.

To configure a process, double-click it.

To connect one process to another, rest the cursor over a process box until four arrows display, then drag a connection arrow to another process box.

Right-click any process box to open a menu of options.

Right-click the workspace to see more options.

Use the panning area (the small area in the lower right corner of the workspace) to highlight the portion of the flowchart that you want to see. This visual representation of the workspace is useful when not all of the process boxes fit on the screen at the same time.