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Corporate Marketer Guide
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
About processes
Manipulating process boxes in flowcharts
Process boxes are the building blocks of flowcharts. The processes are visible on the flowchart process palette at the left of the workspace. Each marketing campaign consists of at least one flowchart, and each flowchart consists of processes that are configured and connected.
Configuring processes
To access a process configuration window

To access a process configuration window

About this task

Within a campaign or session, open a flowchart for editing.
You see the process palette and workspace.
Double-click the process that you want to configure. You can also right-click the process and select Process Configuration from the menu.
You see the process configuration window for the process.
Enter information into the fields on each tab of the process configuration window. For assistance, click Help.
When you have finished entering the configuration details, click OK.
Correctly configured processes are displayed in color (the specific color reflects the type of process). A gray process with its name in italics has a configuration error. To find out more information about the error, hold your mouse over the process to display a descriptive error message.