- The Audience process
Audience levels define the target entity that you want to work with, such as account, customer, household, product, or business division. Use the Audience process in a flowchart to switch between audience levels or to filter out IDs by audience level.
- The Extract process
Use the Extract process to select fields from one table and write them out to another table for subsequent processing. The Extract process is designed to pare down a large amount of data to a manageable size for subsequent operations, resulting in vast performance improvements.
- The Merge process
Use the Merge process to specify which input cells are included and combined and which input cells are excluded (suppressed).
- The Sample process
Use the Sample process to divide contacts into groups. The classic use of sampling is to establish target and control groups that you can use to measure the effectiveness of your marketing campaign.
- The Segment process
Use the Segment process to divide data into distinct groups, or segments. Connect a Segment process to a contact process, such as a Call list or Mail list, to assign treatments or offers to the segments.
- The Select process
Use the Select process to select IDs from your marketing data, such as customers, accounts, or households that you intend to contact.