Configuring processes

You must configure a process after adding it to your flowchart. By configuring a process, you provide Campaign with important information, such as the source of the data the process will use, which IDs to work with, and what to do with the output. For example, you could configure a Select box to select all customers who made a purchase in the last six months.

A best practice is to place the processes in your flowchart in the order in which they will be used when the campaign is run. Some processes must be connected before they are configured because they require input from a source process.