List selection flowcharts for On-demand Campaigns and Lists
For On-demand Campaigns and Lists, the corporate marketer typically creates the flowchart in Campaign, then field marketers run the flowchart and generate the lists.
Steps for generating the On-demand Campaign or List customer list
The following steps outline the tasks for
generating the customer list for an On-demand Campaign or List:
- In Campaign, create and publish the list selection flowchart.
- In Collaborate, create and publish forms, then add them to a template with custom tabs for displaying the flowchart forms.
- In Collaborate, create the On-demand Campaign or List using the appropriate template.
- In Collaborate, select the list composition criteria.
- In Collaborate, generate the list by running the flowchart.