Making flowchart attributes visible in Collaborate

For On-demand Campaigns, corporate marketers can make list and campaign attributes visible to field marketers by using Collaborate.

Before you begin

Before you can complete this task, you must define the selection criteria as user variables.

Procedure

  1. Edit the flowchart with the criteria you want to make visible to field marketers.
  2. In the flowchart editor, click the Options icon ().
  3. From the drop-down menu, select Parameter List.

    The Campaign Settings window displays the Expose Parameters tab.

    This tab contains all the settings that are used in the processes that are contained in the flowchart, as well as the user variables that you have already defined.

  4. Check the box next to the parameters that you want to be visible to field marketers.

    Only the selected parameters are visible in Collaborate.

    Important: Each published flowchart must have the user variables UserName and ListID. If these two user variables are not present when the flowchart is published, the associated form in Collaborate is not saved. These variables must also be exposed to publish and create forms.
  5. Select the name of each checked user variable or setting to define how they are displayed in Collaborate:
    1. Enter the name of the setting that is selected in the Prompt field to use as the name of the linked field in Collaborate.
    2. Enter the text that is displayed in a help bubble if the field marketer selects the associated help icon in Collaborate.
    3. Select desired interface in which the criteria value are input or selected in Collaborate.

      The following types are available:

      • Edit Box
      • Select One From Drop-Down List
      • Select One using Radio Buttons
      • Select Multiple From List
      • Select Multiple Using check box
  6. Redefine the default value if it is not correct.

    The default value of the user variable is specified in the Default Value field, if it is assigned to the variable.

    Note: If you do not select a user variable, Collaborate uses the value that is specified in the Default Value field. If no default value is specified, then all possible values are selected.
  7. Click OK when finished.