Building interactive flowcharts

Typical interactive flowcharts start with an Interaction process, go through data manipulation processes, and end in at least one PopulateSeg process. The data manipulation processes, Decision, Select, and Sample, can be used to create detailed segments. The Decision and Sample processes can be used to create branching logic, while the Select process can be used to enrich the data that is considered in making decisions and segmentation. The Snapshot process can be used to persist profile data, session data, or real-time calculated data to a database.

All interactive flowcharts must start with an Interaction process. The Interaction process also defines the number of audience records that are processed during a test run of the flowchart.

The Decision process can be used to divide the input into different cells by creating branches that are based on condition expressions.

After separating the input into flowchart cells, use the PopulateSeg process to designate the members of the cells as members of smart segments.

You can use the Select process to access advanced queries to augment the visitor selection. The Select process gives you access to user variables, derived fields, custom macros, and web callouts. You can also include data from dimension tables available in your data source.

The Sample process gives you a limited selection of the sample configurations available in a batch flowchart. As with batch flowcharts, use the Sample process to create one or more cells for different treatments, control groups, or a subset of data for modeling.

Use the Snapshot process to write data to a table in your data source. For example, if you use a Select process to access real-time data by web callouts and custom macros, use the Snapshot process to add that data to your customer profile.