Follow these instructions to add a flowchart to a marketing
campaign. A flowchart determines the campaign logic.
About this task
You can add a flowchart to your campaign
either by creating a new one or copying an existing one. Another way
to create flowcharts is to use the template library to save and then
reuse common campaign logic and process box sequences. For more information,
read about templates. The procedure that follows explains how to create
a new flowchart.
Note: If you are creating an interactive flowchart,
see the HCL®
Interact documentation
for information.
Procedure
- In the campaign or session to which you want to add a flowchart,
click the Add a Flowchart icon .
The Flowchart Properties page
opens.
- Enter a name and description for the flowchart.
Note: Under Flowchart
Type, Standard Batch Flowchart is
the only option unless you are a licensed user of Interact. If
you installed a licensed version of Interact, you
can also select Interactive Flowchart.
- Click Save and Edit Flowchart.
The flowchart window opens, which includes the process palette on the left, a toolbar at the top,
and a blank flowchart workspace.
- Add a process to your flowchart by dragging a process box
from the palette to the workspace.
A flowchart typically
begins with one or more Select or Audience processes to define the
customers or other marketable entities with which to work.
- Double-click a process in the workspace to configure it.
Important: Click Save
Changes and Continue to Edit frequently while you add
and configure processes.
- Connect the configured processes to determine the workflow
of your campaign.
- Click Save and Exit to close the
flowchart window.