Tracking contact history
Configure a Track process to update existing rows in contact history or create new rows.
About this task
Procedure
- Open a flowchart for editing.
- Drag the Track process from the palette to your flowchart.
- Connect one or more configured processes as input into the Track process.
- Double-click the Track process in the flowchart.
The Track process configuration dialog box opens and the Source tab is open by default.
- Use the Source tab to select input
cells that contain potential responders. Cells from processes that
are connected to the Track process appear in the Input list.
- Use the Input list to select different or additional source cells.
- Use the Contact date field to select a date to associate with records that the Track process will update. By default, a value of "Today" is selected. You can also use derived fields to populate the Contact date.
- Select a Contact status code to associate with the records that you are updating in contact history.
-
Click the Mapping to treatments tab.
Use the Candidate action fields list to choose the relevant field to match to the Treatment Code. The Treatment Code uniquely identifies the row in the contact history to update.
Select a field to use for matching, and click Add to move it to the Matched offer/treatment fields list, so it is paired with a treatment code.
- Click the Log tab to specify how
to update contact history.Note: You must have the appropriate permissions to enable or disable updates to contact history tables.
-
If you want to log to a destination other than, or in addition to, the contact history in the
system tables, select the Log into other destination check box. This option
allows you to write to an alternate table or file.
- (Optional) Click the General tab to assign a name and descriptive note to the process. The Process name is used as the box label on the flowchart. It is also used in various dialogs and reports to identify the process. Use the Note field to explain the purpose or result of the process. The content of this field appears when you rest your cursor over the process box in a flowchart.
- Click OK.
Results
The process is now configured. You can test run the process to verify that it returns the results you expect.