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
- Edit the flowchart with the criteria you want to make visible
to field marketers.
-
In the flowchart editor, click the Options icon ().
- 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.
- 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.
- Select the name of each checked user variable or setting
to define how they are displayed in Collaborate:
- Enter the name of the setting that is selected in the Prompt field
to use as the name of the linked field in Collaborate.
- Enter the text that is displayed in a help bubble if
the field marketer selects the associated help icon in Collaborate.
- 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
- 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.
- Click OK when finished.